Tax Senior - Public Accounting

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.

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

Qualifications:

• Bachelor’s in accounting or other relevant field required
• Master’s in taxation preferred; Master’s in accounting beneficial
• 3+ years public accounting experience with a concentration in small business and individual taxation
• Certified Public Accountant (CPA) preferred

Knowledge and Skills:

Proficient with:

• Adobe Acrobat and Microsoft Excel, PowerPoint, Word, and Outlook
• Tax research databases, including BNA and RIA
• Tax compliance process software, including GoFileRoom, Ultra Tax, Fixed Assets, and other related products

Excellent skills regarding:

• Delegating work, when appropriate
• Analytics, research, and critical thinking
• Project management and client service
• Leadership and coaching
• Written and oral communication
• Work ethic and professionalism
• Attention to detail

Additional desired skills:

• 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