Senior Tax Associate

Overview

A well-established accounting, tax, and consulting firm is seeking a detail-oriented and proactive Senior Tax Associate to join their Northwest Phoenix team. This role involves supporting multiple small entities with financial reporting, analysis, and forecasting. The ideal candidate has a strong foundation in accounting and analytics, thrives in a collaborative environment, and enjoys optimizing processes through data-driven insights.

Location

• Position based in Northwest Phoenix office
• Qualified remote candidates residing within the United States will be considered

Responsibilities

• Prepare and process Federal and State tax compliance reports
• Prepare individual and entity tax returns
• Reconcile general ledger accounts
• Perform general bookkeeping duties, including payroll and account reconciliations
• Assist in audits as needed
• Maintain a full schedule and manage deadlines effectively
• Follow strict protocols regarding file management and client confidentiality
• Input data accurately, schedule tasks, and verify job completion
• Regularly use Microsoft Office (Excel, Word, Outlook, Teams)
• Utilize QuickBooks Online and Desktop proficiently
• Work within CCH accounting and tax software
• Perform other tasks as assigned

Knowledge, Skills, and Abilities

• Exceptional attention to detail, accuracy, and organizational skills
• Strong customer service mindset and ability to build client relationships
• Excellent oral and written communication skills
• Ability to prioritize tasks and manage multiple deadlines in a fast-paced environment
• Strong team player with a service-oriented attitude
• Active listening and problem-solving capabilities
• Proficient understanding of GAAP
• Knowledge of Tax Basis Accounting (Cash and Accrual methods)

Education and Experience

• Bachelor’s degree in Accounting or Finance
• CPA preferred but not required
• 5+ years of preparation experience with individual, S-Corp, and Partnership returns

Benefits

• Medical, Dental, and Vision insurance
• GAP Benefits
• Supplemental Benefits
• Life and AD&D Insurance
• Short- and Long-Term Disability Plans
• 401(k) with Company Matching
• Bonus Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

Working Conditions

• Ability to operate various machines and equipment including computer, office equipment, and telephone
• Tasks may require extended periods at a keyboard or workstation
• Occasionally required to lift, hold, or carry items weighing up to 40 pounds
• Must be able to perform principal duties with or without reasonable accommodation

Equal Opportunity Statement

The employer is an Equal Opportunity and Affirmative Action employer. There is no discrimination based on race, racial expression (including protective hairstyles), religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other legally protected characteristics. Qualified applicants with criminal histories are also considered consistent with applicable laws.

Reasonable accommodations are provided for candidates with disabilities during the recruiting process upon request.

Application

Applications are accepted on an ongoing basis until a qualified candidate is identified.