Senior Tax Lead - On-Site with Growth & Benefits

Fortitude Family Office, LLC; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

Self-starter

Communication

Adaptability

Education

Bachelor’s degree in Accounting, Finance, or Tax

Master’s degree in Tax (preferred)

Tools

Microsoft Office

CRM

Job description

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.