Senior Tax Associate

Regal Executive Search; Phoenix (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

A dynamic investment and wealth management firm in Phoenix is seeking a Senior Tax Associate to provide tax compliance and consulting services to high net worth clients. This role involves client relations, tax services coordination, and mentoring junior tax associates. The ideal candidate must possess a CPA, a Master's degree in Tax, and have significant public accounting experience.

Qualifications

• 4+ years of experience in public accounting, focusing on individual and trust taxation.
• Supervisory experience required.
• Extensive knowledge of federal, state, and local income tax laws.

Responsibilities

• Meet and correspond with clients and vendors to service the client.
• Coordinate tax services for clients.
• Provide leadership and coaching to tax associates and interns.

Skills

Leadership

Client Relations

Analytical Skills

Education

Master’s degree in Tax

CPA certification

Job description

Senior Tax Associate

Summary:

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s character. The truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. We aim to help people live fulfilled, prosperous lives by being one of those inspired firms.

Come grow with us! A dynamic, comprehensive investment and wealth management firm is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of Phoenix Business Journal’s top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for in Arizona. Our team approach focuses on providing excellent client service in a well-reputed, fast-paced environment.

A Senior Tax Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for contributing to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for additional services.

Duties and Responsibilities:

1. Meet and correspond with clients/potential clients and regularly with attorneys, CPAs, and other vendors to service the client.
2. Coordinate tax services for clients.
3. Analyze and resolve basic client issues using sound judgment based on experience.
4. Provide leadership and coaching to tax associates, interns, and other employees.

Qualifications:

1. CPA certification required.
2. Master’s degree in Tax from an accredited university (preferred).
3. 4 or more years of current public accounting experience including individual and trust taxation preparation and review.
4. Currently working at senior associate level or equivalent.
5. Supervisory experience required.
6. Extensive knowledge of federal, state, and local income tax laws.