Job Description
Join our award-winning tax team at Scottsdale Financial Partners, where precision meets innovation. We're seeking a meticulous Tax Associate to support high-net-worth individuals and small businesses in navigating complex tax landscapes. Our Scottsdale office offers a collaborative environment with cutting-edge resources and career advancement opportunities.
As a key member of our tax division, you'll work directly with CPAs and financial advisors to deliver comprehensive tax solutions. We pride ourselves on fostering professional growth through continuous learning and exposure to diverse client portfolios.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research to ensure compliance with evolving IRS regulations
- Analyze financial data to identify tax-saving opportunities
- Collaborate with audit teams to resolve tax discrepancies
- Maintain accurate client tax documentation in digital platforms
- Assist in tax planning strategies for seasonal businesses
- Stay updated on Arizona-specific tax legislation changes
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 2+ years of tax preparation experience with public accounting firms
- Proficiency in Lacerte, ProSystem fx, or similar tax software
- Strong understanding of IRS Form 1040, 1120, and Schedule C
- Excellent analytical skills with attention to detail
- Ability to manage multiple deadlines in fast-paced environment
- Active Arizona CPA license or eligibility