Senior Tax Associate

W3Global; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation and annual/bi

Hybrid work arrangements as the role

Flexible PTO and 10 paid holidays

Medical, dental, and vision plans with

Supplemented health savings account (H

Disability coverage paid for by the

401(k) retirement benefits with employ

Advancement opportunities based on per

Team-oriented culture with career grow

Volunteer/community/industry involveme

Job summary

W3Global in Phoenix, AZ is seeking a Senior Tax Associate to manage federal, state, and local tax returns for individuals and businesses, helping oversee planning, scheduling, preparation, research, and review.

You will prepare returns for individuals, trusts, partnerships, and corporations, assist with tax planning, attend client meetings in a support role, and contribute to cash flow and estate planning. Initially on-site with potential for hybrid work as the business evolves.

Qualifications

• Bachelor's degree in Accounting, Finance, or Tax.
• Master's degree in Tax preferred.
• CPA license in progress or pursuing CPA preferred.
• Strong communication and multitask in a small team.

Responsibilities

• 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, and balance sheet planning.
• Support the client services and administrative teams as needed or requested.

Skills

Self-starter

Team collaboration

Microsoft Excel

CRM systems

Education

Bachelor's degree in Accounting/Finance/Tax

Master's degree in Tax preferred

CPA license in progress or pursuing CPA preferred

Tools

CRM software

Job description

About The Job

The Opportunity

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, and balance sheet planning.
• Support the client services and administrative teams as needed or requested.
• Based on business needs, this role is to be performed on-site. This is not a remote or hybrid work-from-home role initially, but the arrangement may evolve over time.

The Qualifications

• Must be a self-starting individual who takes responsibility for their work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members.
• Desire and 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 the 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 a strong interest in pursuing CPA certification preferred.

The Benefits

• Competitive compensation and annual performance-based bonus.
• Hybrid work arrangements as the role evolves.
• 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 the 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.