Senior Tax Associate

Fortitude Family Office, LLC; Phoenix (AZ); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Annual performance-based bonus

Flexible PTO

Health plans with employer contrib

HSA

Disability coverage

401(k) with employer contributions

Career growth opportunities

Volunteer/community involvement

Résumé du poste

Fortitude Family Office, LLC seeks a dynamic senior tax associate to manage federal, state, and local tax returns for individuals and businesses. You will oversee planning, scheduling, preparation, and review, while supporting client services and administration.

The role requires on-site work initially, with potential evolution to remote/hybrid as the business grows. CPA progress is preferred, with opportunities for advancement and comprehensive benefits.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Tax required.
• Master’s degree in Tax preferred.
• CPA license in progress or pursuing CPA strongly preferred.
• Self-starter who communicates with the team and delivers projects.
• Willing to wear many hats in a small company environment.

Responsabilités

• Prepare, review, and complete individual, trust, partnership, and corporate tax returns.
• Assist with tax planning and preparation.
• Attend client meetings in a support role.
• Participate in cash flow planning/estate planning/cash management/balance sheet planning.
• Support client services and administrative teams as needed.
• Role is on-site; may evolve into remote/hybrid over time.

Connaissances

Self-starter

Communication

Adaptability

Formation

Bachelor’s degree in Accounting, Finance, or Tax

Master’s degree in Tax (preferred)

Outils

Microsoft Office

CRM

Description du poste

We are seeking a dynamic senior tax associate to join our team, someone who is proficient in managing tax operations. This critical role involves overseeing the planning, scheduling, preparation, research, and review of federal, state, and local tax returns for both individuals and businesses.

The Expectations

• Help prepare, review, and complete individual, trust, partnership, and corporate tax returns
• Assist with tax planning and preparation
• Attend client meetings in a support role
• Participate in cash flow planning/estate planning/cash management/balance sheet planning
• Support the client services and administrative teams as needed/requested
• Based on business need, this role is to be performed on-site.This is not a remote or hybrid work from home role but will evolve into one

The Qualifications

• Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
• Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
• Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
• Bachelor’s degree in Accounting, Finance, or Tax required
• Master’s degree in Tax preferred
• CPA license in progress or interest in pursuing CPA certification strongly preferred

The Benefits

• Competitive salary and annual performance-based bonus
• Flexible PTO and 10 paid holidays per year
• Medical, dental, and vision health plans with generous employer contribution
• Supplemented health savings account (HSA)
• Short- and Long-term disability coverage paid for by employer
• 401(k) retirement benefits with employer contributions
• Opportunity for advancement based on performance, personal growth, and cultural fit
• Work with a team-oriented culture that supports continuing education and career growth
• Strong support for volunteer, community and/or industry involvement