Senior Tax Accountant

Job Description

Job Description

We are seeking a Tax Accountant who loves people as much as they love taxes. This firm is not just about pumping out returns. They’re focused on relationship building with quality clients. Interested in a real career growth opportunity? Apply today!

Responsibilities/Duties:

· Prepare and review federal and multi-state tax returns including 1040,1065, 1120, 1120S, and 990

· Manage a high volume of returns with a strong commitment to accuracy and detail

· Verify the accuracy and completeness of workpapers, documentation, and tax filings prior to submission

· Develop and implement tax strategies to minimize tax liabilities while ensuring compliance with relevant laws and regulations

· Analyze financial data to identify areas for improvement and cost-saving opportunities

· Collaborate with tax, wealth management and operations teams to support seamless client service

· Train and mentor junior staff on tax compliance and processes as needs arise

· Ensure compliance with GAAP and other regulations

· Engage in professional development regularly while staying abreast of industry trends and regulations

· Maintain confidentiality and security of sensitive company and client information

Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Must possess excellent communication skills and exchange information with others accurately

· Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

· Exceptional organization in managing time with a strong attention to detail while having the ability to prioritize multiple projects simultaneously and meet strict deadlines

 

Required Skills, Education and Experience:

· CPA or EA, preferred

· Bachelor’s degree in related field, preferred

· Minimum of 3 years’ tax experience, preferred

· Experience with HNW clients, pass-through entities, S Corps and partnerships, required

· Multi-state taxation, complex returns, preferred

· Experience mentoring junior staff, preferred

· Valid Driver’s License, required

· Proficient in MS Word, Outlook, Excel, Calendar, PowerPoint, required

· Proficient in UltraTax, Onvio, QBO and QBD, preferred

 

Supervisory responsibilities:  None

 

Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Office environment

 

Physical Requirements:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Must be able to remain in a stationary position for long periods of time

· Minimal lifting and carrying up to 25 pounds

 

Work Location: Phoenix, Arizona

Travel Required: Very minimal, local travel

 

Job Classification:  Full-time, onsite, with hybrid opportunity in the future

 

We provide equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.