Tax Associate

Trajan Wealth LLC • Scottsdale, AZ

5d • Onsite

About The Position

Trajan Wealth is a rapidly growing Registered Investment Advisor firm with over $3 billion in assets under management and advisement. They distinguish themselves through a fully integrated, in-house model that combines fee-only wealth management, estate planning (Trajan Estate), and tax strategy (Trajan Tax), all operating under a fiduciary standard known as the Family Office. Trajan Tax is expanding and seeking a motivated and detail-oriented Tax Associate for their Scottsdale, AZ office. This role is designed as a progression from an entry-level tax professional to a senior Tax CPA, involving support for tax preparation, accounting, research, and client service, while fostering technical expertise and professional growth. It is well-suited for an accounting professional who is actively pursuing CPA licensure, recently CPA eligible, or a newly licensed CPA looking to gain more public accounting experience. The Tax Associate will collaborate with senior tax professionals and clients, gaining exposure to tax planning, compliance, and consulting.

Requirements

• 1-2 internships completed in tax
• Bachelor's degree in Accounting, Finance, or a related field.
• 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.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong attention to detail and commitment to client service.

Responsibilities

• Prepare and review individual and business tax returns, including Forms 1040, 1120C, 1120S, 1065, and 1041.
• Gather, organize, and analyze client financial information to ensure timely and accurate tax return preparation.
• Conduct tax research and assist in identifying tax planning opportunities for clients.
• Support tax projections, quarterly estimated tax calculations, and year-end tax planning initiatives.
• Communicate directly with clients to request documentation, answer routine tax questions, and provide status updates.
• Assist with IRS and state tax notices, correspondence, and resolution efforts.
• Participate in client engagements from planning through completion while ensuring deadlines and quality standards are met.
• Assist with year-end filings including 1099s, W-2/W-3s, personal property tax filings, and sales tax returns.
• Support accounting and financial statement engagements by performing reconciliations, posting journal entries, processing accounts payable and receivable transactions, and preparing workpapers.
• Collaborate with the Tax CPA on complex tax matters, consulting projects, and tax-saving strategies.
• Maintain awareness of changes in federal and state tax laws and regulations.
• Assist in mentoring interns and supporting the training of new team members as needed.
• Support internal finance and accounting projects as assigned.

Benefits

• $70,000 base salary plus $15,000 to $25,000 yearly bonus
• 401(k) with matching component
• United Healthcare PPO medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefit options
• Generous holidays and PTO
• Professional development support and CPA growth opportunities
• Exposure to a variety of individual and business tax engagements
• Opportunity to work alongside experienced tax and wealth management professionals

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level