Seasonal Tax Professional

6 days ago


Peoria, Arizona, United States Axberg Wealth Management Full time

We are seeking a skilled Seasonal Tax Professional to join our team for the upcoming tax season at Axberg Wealth Management.

Job Overview

Axberg Wealth Management, a well-established firm in Sun City West, is looking for a highly experienced Seasonal Tax Professional to support our clients during the busy tax season.

Key Responsibilities

  • Prepare and review individual and small business tax returns (90% individual returns, 10% trust returns)
  • Conduct in-person client interviews to ensure exceptional client service
  • Evaluate compliance with IRS regulations and guidelines
  • Provide tax planning and advisory services as needed
  • Maintain accurate and organized records for each client
  • Be available to provide ongoing support to clients outside of the tax season

Requirements

  • A Certified Public Accountant (CPA) or Enrolled Agent designation is required
  • Proficiency with Lacerte tax software is essential
  • Prior experience in tax preparation is necessary – training will not be provided
  • Experience with trust returns is an asset
  • Strong knowledge of current tax laws and regulations
  • Ability to work independently and meet deadlines

About Us

Axberg Wealth Management is a respected firm serving the Sun City West community for over two decades. Our team offers holistic tax and financial planning services, leveraging the expertise of seasoned CPAs and CFP-certified professionals.

Compensation Package

Our competitive compensation package includes:

  • $17.50 - $25 per hour
  • Bonus opportunities based on performance
  • Ongoing professional development and growth opportunities

Next Steps

Candidates who meet the requirements will be contacted for a phone interview, followed by an in-person meeting.



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