Tax Senior - Public Accounting

swar•Phoenix, AZ

4d•Onsite

About The Position

CPA firm in downtown Phoenix is seeking a detail-oriented tax professional to join their team. Tax seniors are advanced level staff educated and experienced in accounting, financial statement preparation, tax preparation, and tax law. They perform with minimal supervision, providing exceptional client service and helping advance the firm’s continued growth.

Requirements

Bachelor’s in accounting or other relevant field required
3+ years public accounting experience with a concentration in small business and individual taxation
Proficient with: Adobe Acrobat and Microsoft Excel, PowerPoint, Word, and Outlook
Proficient with: Tax research databases, including BNA and RIA
Proficient with: Tax compliance process software, including GoFileRoom, Ultra Tax, Fixed Assets, and other related products
Excellent skills regarding: Delegating work, when appropriate
Excellent skills regarding: Analytics, research, and critical thinking
Excellent skills regarding: Project management and client service
Excellent skills regarding: Leadership and coaching
Excellent skills regarding: Written and oral communication
Excellent skills regarding: Work ethic and professionalism
Excellent skills regarding: Attention to detail

Nice To Haves

Master’s in taxation preferred
Master’s in accounting beneficial
Certified Public Accountant (CPA) preferred
Adept at recognizing issues and resolving problems quickly and effectively
Self-starter with high energy and positive attitude who is able to perform in a fast-paced, dynamic environment
Team-oriented and works well in a collaborative environment

Responsibilities

Secure and manage necessary client information and documentation
Complete, review, and file federal and state corporate, individual, and trust tax returns, including multi-state
Ensure compliance with payment, reporting, and other tax requirements
Prepare, examine, and analyze accounting records, financial statements, and other reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Conduct extensive tax research for businesses and individuals
Stay current on tax changes and provide updates to clients and personnel
Apply foundational knowledge to understand and address potential tax issues
Identify meaningful trends or patterns in interactions, situations, and technical data that suggest potential problems or solutions
Prepare internal memorandum, written correspondence, and other documents for submission to the IRS or various state agencies
Comprehend the operations, processes, and other aspects of clients’ businesses and industries, including significant accounting and tax issues
Ensure clients’ needs and timetables are clearly understood and met
Be knowledgeable of the firm’s wide-range of services available to clients and identify cross-selling opportunities
Generate new business opportunities while effectively managing personal workload
Work overtime throughout the year, particularly preceding and during months with tax deadlines
Lead staff training, perform staff reviews, and evaluate staff work product
Attend trainings on technical issues and tax law updates
Help grow the firm, practice areas, and industry teams
Interact with clients, referral partners, and other professionals
Supervise staff and manage workflows