Job Description
Join our elite tax team at Scottsdale Financial Partners and accelerate your career in one of America's most vibrant financial hubs. We're seeking a detail-oriented Tax Associate to deliver exceptional service to high-net-worth individuals and corporate clients in the Phoenix metro area. Enjoy a collaborative culture, cutting-edge tax software, and structured career advancement opportunities.
Why Scottsdale? Known for its dynamic business environment, Scottsdale offers unparalleled networking opportunities and a superior quality of life. Our firm specializes in complex tax planning, international tax compliance, and IRS dispute resolution – providing you with exposure to sophisticated tax matters that will sharpen your expertise.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research using authoritative sources (e.g., IRS, tax codes, court rulings)
- Analyze financial statements to identify tax optimization opportunities
- Assist with IRS audits and tax controversy matters
- Collaborate with senior advisors on multi-state tax compliance projects
- Maintain detailed client tax documentation and ensure data integrity
- Stay current on tax law changes and implement compliance updates
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience (public accounting or corporate tax)
- Proficiency in tax software (e.g., Lacerte, ProSystem fx, CCH Axcess)
- Strong understanding of individual and corporate tax regulations
- Excellent analytical and problem-solving abilities
- Exceptional attention to detail and accuracy in documentation
- Active CPA license or actively pursuing certification
- Ability to manage multiple deadlines in a fast-paced environment