Tax Associate: CPA Path & Dynamic Wealth Advisory

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

401(k) with matching

Health insurance

Dental & Vision coverage

Disability & Life Insurance

Paid time off

Professional development & CPA growth

Job summary

Trajan Wealth LLC in Scottsdale, AZ is seeking a detail-oriented Tax Associate to join our Tax team. You will support tax preparation, accounting, research, and client service while developing expertise and professional skills.

This role is ideal for someone pursuing CPA licensure, CPA eligible, or a newly licensed CPA seeking public accounting experience. onsite at our Scottsdale headquarters with opportunities to grow alongside senior professionals.

Qualifications

• 1-2 internships completed in tax.
• Bachelor's degree in Accounting, Finance, or related field is required.
• CPA eligible, actively pursuing CPA licensure, or newly licensed CPA preferred.
• Working knowledge of federal and state tax laws and regulations.
• Proficiency in Microsoft Office Suite, particularly Excel.

Responsibilities

• Prepare and review individual and business tax returns, including Forms 1040, 1120C, 1120S, 1065, and 1041.
• Gather, organize, and analyze client financial information for timely and accurate tax returns.
• Conduct tax research and assist in identifying tax planning opportunities for clients.
• Support tax projections, quarterly estimated tax calculations, and year-end planning initiatives.
• Communicate with clients to request documentation and provide status updates.
• Assist with IRS and state notices, correspondence, and resolution efforts.
• Participate in client engagements from planning through completion while meeting deadlines.
• Assist with year-end filings including 1099s, W-2/W-3s, property tax filings, and sales tax returns.
• Support accounting engagements by performing reconciliations and posting journal entries.

Skills

Analytical skills

Organizational skills

Communication skills

Time management

Excel proficiency

Education

Bachelor's degree in Accounting or Finance

CPA eligibility or CPA license

Tools

Microsoft Office

Excel

Job description

Trajan Wealth LLC in Scottsdale, AZ is seeking a detail-oriented Tax Associate to join our Tax team. You will support tax preparation, accounting, research, and client service while developing expertise and professional skills.

This role is ideal for someone pursuing CPA licensure, CPA eligible, or a newly licensed CPA seeking public accounting experience. onsite at our Scottsdale headquarters with opportunities to grow alongside senior professionals.