Job Description
Join our elite tax team at Phoenix Financial Group, where precision meets innovation. As a Tax Associate, you'll drive financial excellence for high-net-worth individuals and corporate clients in the vibrant Phoenix market. Our firm combines cutting-edge technology with personalized service to deliver exceptional tax strategies. Enjoy competitive compensation, flexible work arrangements, and clear pathways to advancement in one of America's fastest-growing financial hubs.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Analyze financial data to identify tax optimization opportunities and compliance risks
- Collaborate with senior advisors to develop comprehensive tax planning strategies
- Conduct tax research and stay updated on evolving IRS regulations and state tax codes
- Manage client relationships through proactive communication and quarterly tax reviews
- Utilize ProSystem fx, Lacerte, and other industry-leading tax software platforms
- Mentor junior associates on tax preparation best practices and firm protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 3+ years of progressive tax preparation experience in public accounting
- Active CPA license or eligibility to obtain within 6 months
- Expertise in individual, corporate, and partnership taxation
- Advanced proficiency in tax software and Microsoft Office Suite
- Exceptional analytical skills with attention to detail and accuracy
- Strong client management and presentation abilities
- Experience with IRS audit support and tax controversy resolution