Tax Senior - Family Office

Everforth CyberCoders; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

CyberCoders is seeking a proactive Tax Senior to manage tax compliance and advisory services for a diverse client portfolio. You will prepare and review complex returns, conduct research, and provide planning strategies to optimize tax outcomes.

The role requires CPA licensure, 3–5 years of tax experience, and strong knowledge of federal and state regulations. Collaboration with clients and mentoring junior staff are key parts of this position.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license is required.
• 3-5 years of experience in tax preparation and planning in public accounting preferred.
• Strong knowledge of federal and state tax regulations and compliance.
• Experience with tax software and Microsoft Office Suite.

Responsibilities

• Prepare and review complex tax returns for individuals, corporations, and partnerships.
• Conduct tax research and analysis to identify tax-saving opportunities for clients.
• Provide tax planning and consulting services to clients, advising on tax implications of business decisions.
• Collaborate with clients to gather information and documentation for tax compliance.
• Stay updated on changes in tax laws and regulations and advise clients accordingly.
• Assist in training and mentoring junior staff on tax-related issues.

Skills

Analytical skills

Communication skills

Interpersonal skills

Mentoring

Attention to detail

Education

Bachelor's degree in Accounting or related field

Master's degree in Taxation/Accounting preferred

Active CPA license

Tools

Tax Software

Microsoft Office

Job description

Tax Senior

Position Overview

We are looking for a proactive and detail-oriented Tax Senior to join our team. The ideal candidate will be responsible for managing tax compliance and advisory services for a diverse portfolio of clients, ensuring adherence to tax regulations while optimizing tax strategies for the best financial outcomes.

Key Responsibilities

• Prepare and review complex tax returns for individuals, corporations, and partnerships.
• Conduct tax research and analysis to identify tax-saving opportunities for clients.
• Provide tax planning and consulting services to clients, advising on the tax implications of business decisions.
• Collaborate with clients to gather necessary information and documentation for tax compliance.
• Stay updated on changes in tax laws and regulations to ensure compliance and advise clients accordingly.
• Assist in training and mentoring junior staff members on tax-related issues.

Qualifications

• Bachelor's degree in Accounting or a related field.
• Masters degree in Taxation/Accounting preferred
• Active CPA license is required.
• Minimum of 3-5 years of experience in tax preparation and planning, preferably in public accounting.
• Strong knowledge of federal and state tax regulations and compliance.
• Experience with tax software and Microsoft Office Suite.
• Excellent analytical, communication, and interpersonal skills.