Senior Tax Associate: Growth Path + Hybrid Start

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

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.