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Source Pro Search is conducting a search for a Tax Senior.
Explore an exciting client interaction role with an excellent work-life balance, flexible hours, and exceptional growth potential. We prefer a hybrid work schedule but are open to considering fully remote arrangements.
Join our dynamic and highly profitable CPA firm as a Tax Senior, with the potential for the title of Tax Supervisor for an outstanding candidate. With a minimum of 3 years of recent public accounting tax experience, you will be responsible for preparing and reviewing complex tax returns for individuals, partnerships, corporations, and trusts. Desired qualifications include experience in preparing and reviewing financial statements, full charge bookkeeping, year-end tax planning for individuals and corporations, and knowledge in retirement planning. Multi-State tax compliance knowledge is a plus.
Key Responsibilities:
Become part of our long-term staff family in a firm dedicated to providing superior, personalized tax, and accounting services. We tailor our services to client needs, offering a high level of personalized service. Our professionals stay abreast of the latest developments, assisting clients in achieving their financial goals across various industries.
About Us:
We are an established and growing full-service CPA firm in the heart of Phoenix. With over 30 years in the valley, we provide bookkeeping services, tax planning, new business advisory, and more. Our unique approach involves close collaboration with clients' wealth and legal advisors, ensuring the best outcomes for tax planning, business strategies, or retirement needs.
What We Offer:
Explore an exciting client interaction role with an excellent work-life balance, flexible hours, and exceptional growth potential. We prefer a hybrid work schedule but are open to considering fully remote arrangements.
Join our dynamic and highly profitable CPA firm as a Tax Senior, with the potential for the title of Tax Supervisor for an outstanding candidate. With a minimum of 3 years of recent public accounting tax experience, you will be responsible for preparing and reviewing complex tax returns for individuals, partnerships, corporations, and trusts. Desired qualifications include experience in preparing and reviewing financial statements, full charge bookkeeping, year-end tax planning for individuals and corporations, and knowledge in retirement planning. Multi-State tax compliance knowledge is a plus.
Key Responsibilities:
- Preparation and review of complex tax returns for various entities.
- Financial statement preparation and full charge bookkeeping.
- Year-end tax planning for individuals and corporations.
- Research and provide solutions for complex tax issues.
- Stay informed about changes in the tax code.
- 3+ years of recent public accounting tax experience.
- Experience in meeting with clients, working independently, and creative thinking in the planning process.
- Strong communication, analytical, problem-solving, and multitasking skills.
- Management and PC skills, including desired proficiency in Ultratax and Microsoft Suite.
Become part of our long-term staff family in a firm dedicated to providing superior, personalized tax, and accounting services. We tailor our services to client needs, offering a high level of personalized service. Our professionals stay abreast of the latest developments, assisting clients in achieving their financial goals across various industries.
About Us:
We are an established and growing full-service CPA firm in the heart of Phoenix. With over 30 years in the valley, we provide bookkeeping services, tax planning, new business advisory, and more. Our unique approach involves close collaboration with clients' wealth and legal advisors, ensuring the best outcomes for tax planning, business strategies, or retirement needs.
What We Offer:
- Competitive salary and benefits package.
- Ideal work/life balance and flexible hours.
- Opportunities for growth and advancement.
