Hybrid Tax Senior - Complex Returns & Planning

Meritas Advisory Group, LLC; Chandler (AZ); Hybrid; USD 95,000 - 116,000; Full time

Job summary

Meritas Advisory Group, LLC in Chandler, Arizona is seeking a detail-oriented Tax Senior to prepare complex returns and provide proactive tax planning. The role supports collaborative client service with growth opportunities within the firm.

The position is hybrid, offering a base salary up to $105K and opportunities to work with diverse clients while staying current with tax regulations and software tools.

Qualifications

• Bachelor’s degree in Accounting is required.
• Master’s in Taxation or CPA license preferred.
• 3+ years of tax experience in public accounting.
• Strong knowledge of federal and multi-state tax laws.
• Proficiency in tax software and MS Office.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Ability to work independently and collaboratively.

Responsibilities

• Prepare and review federal, state, and local income tax returns for individuals, corporations, partnerships, and trusts.
• Perform technical tax research and document findings.
• Manage and prioritize multiple client engagements and deliver high-quality service in a timely manner.
• Supervise, mentor, and train junior staff and interns.
• Identify and communicate tax planning opportunities to clients.
• Develop and maintain strong client relationships through regular communication and responsiveness.
• Assist with IRS and state tax audits and correspondence.
• Stay up to date with changes in tax regulations and accounting standards.
• Use tax software and technology tools effectively to improve efficiency.

Skills

Federal & multi-state tax

Tax research

Communication

Time management

Independence & collaboration

Education

Bachelor's degree in Accounting

Master’s in Taxation or CPA

Tools

Tax software

Microsoft Office

Job description

Meritas Advisory Group, LLC in Chandler, Arizona is seeking a detail-oriented Tax Senior to prepare complex returns and provide proactive tax planning. The role supports collaborative client service with growth opportunities within the firm.

The position is hybrid, offering a base salary up to $105K and opportunities to work with diverse clients while staying current with tax regulations and software tools.