Tax Accountant

6 days ago


Phoenix, Arizona, United States Jobot Full time
About the Role

We are seeking a seasoned Tax Accountant to join our team at Jobot. As a Tax Accountant, you will be responsible for providing strategic tax planning and preparation services to our high net worth clients.

Key Responsibilities
  • Preparing and reviewing complex tax returns for high net worth individuals, trusts, and estates.
  • Providing comprehensive tax planning and advisory services to ensure our clients' tax needs are met and exceeded.
  • Managing relationships with high net worth clients to ensure their tax needs are met and exceeded.
  • Staying updated on the latest tax laws and regulations to provide accurate and timely advice to clients.
  • Utilizing QuickBooks to maintain accurate financial records and reports.
  • Collaborating with other team members to improve and streamline tax processes.
  • Participating in ongoing professional development to stay abreast of changes in tax law and accounting practices.
Requirements
  • A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree is preferred.
  • A minimum of 2 years of experience in tax accounting, with a focus on high net worth individuals, trusts, and estates.
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) certification is required.
  • Proficiency in QuickBooks and other accounting software.
  • In-depth knowledge of tax laws and regulations.
  • Experience with S corporations is a plus.
  • Excellent communication and client management skills.
  • Strong attention to detail and the ability to work under tight deadlines.
  • A proactive approach to problem-solving and the ability to work independently and as part of a team.
About Us

We are a boutique firm located in Scottsdale, Arizona, providing wealth management services to individuals across the state. We have over 500 clients and are seeking a Tax Accountant to assist with year-round tax planning.

We offer a competitive salary, paid medical, dental, and vision benefits, 401K with match, bonus program, and paid certifications and continuing education.



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