Job Description
Join our elite tax team in Phoenix, AZ as a Tax Associate where cutting-edge equipment is provided to elevate your professional capabilities. We offer a dynamic environment where your expertise will directly impact client success and career growth. Benefit from state-of-the-art technology, comprehensive training, and a collaborative culture designed for excellence. If you're ready to advance your tax career with full support, apply today!
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Analyze financial data to identify tax-saving opportunities and ensure compliance
- Utilize provided advanced tax software for efficient document processing and reporting
- Conduct tax research and maintain accurate client records using digital platforms
- Collaborate with senior advisors to develop strategic tax planning solutions
- Stay updated on tax legislation changes through provided resources and training
- Present tax findings to clients through secure digital communication tools
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 2+ years of tax preparation experience with IRS compliance knowledge
- Proficiency in tax software (e.g., ProSystem fx, Lacerte, or CCH Axcess)
- Strong analytical skills with attention to detail and accuracy
- CPA or Enrolled Agent certification preferred
- Excellent communication skills for client interactions
- Ability to thrive in a tech-equipped environment
- Valid Arizona driver's license (for occasional client meetings)