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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Phoenix Financial Partners
Phoenix
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
30 September 2026
Deadline
30 Sep 2027

Job Description

Join our dynamic finance team as a Tax Associate and accelerate your career in one of America's fastest-growing cities! At Phoenix Financial Partners, we empower professionals to thrive through mentorship, cutting-edge technology, and a collaborative culture. This full-time role offers comprehensive benefits, professional development opportunities, and the chance to work with diverse clients ranging from individuals to Fortune 500 corporations.

Our Phoenix office combines desert charm with urban sophistication, offering exceptional work-life balance in a sun-drenched metropolis. As a key member of our tax division, you'll gain exposure to complex tax strategies while contributing to meaningful client solutions.

Responsibilities

  • Prepare and review individual, corporate, and partnership tax returns with precision and compliance
  • Advise clients on tax planning strategies, deductions, and credits
  • Conduct tax research and stay updated on evolving IRS regulations and state tax codes
  • Collaborate with audit and consulting teams to deliver integrated financial solutions
  • Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing and reporting
  • Develop and maintain strong client relationships through proactive communication
  • Mentor junior staff and contribute to continuous process improvements

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
  • 2+ years of tax preparation experience in public accounting or corporate tax
  • Deep knowledge of federal, state, and local tax regulations
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical skills with attention to detail and accuracy
  • Excellent communication and client relationship abilities
  • Active CPA license or willingness to pursue immediately
  • Experience with multi-state tax compliance a plus

Required Skills

tax preparation accounting IRS regulations tax planning CPA ProSystem fx Lacerte corporate tax individual tax

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