Job Description
Are you a detail-oriented finance professional looking for an opportunity to grow your career? Summit Financial Group is seeking a Tax Associate to join our dynamic team in Tucson, AZ.
We specialize in providing comprehensive tax solutions for individuals and businesses. This role offers a unique blend of analytical work and client interaction, with the flexibility of a remote-friendly environment.
As a Tax Associate, you will play a crucial role in ensuring our clients remain compliant with federal and state regulations while maximizing their financial outcomes.
Responsibilities
- Prepare and review complex individual and corporate tax returns for accuracy and compliance.
- Conduct tax planning research and strategy sessions for high-net-worth clients.
- Analyze financial data to identify potential tax savings opportunities.
- Communicate effectively with clients to explain tax positions and resolve inquiries.
- Stay updated on changing tax laws and regulatory updates.
- Assist in the preparation of audit support documentation.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- 1-3 years of experience in tax preparation or a related role.
- Certified Public Accountant (CPA) or Enrolled Agent (EA) designation preferred.
- Proficiency in tax software such as ProSeries, Lacerte, or Drake.
- Strong analytical skills with a keen eye for detail and accuracy.
- Excellent verbal and written communication skills.