Taxation Specialist

4 weeks ago


Phoenix, Arizona, United States Southwest Accounting Resources, Inc Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team at Southwest Accounting Resources, Inc. The ideal candidate will have a strong background in taxation and accounting, with experience in managing teams and leading projects.

Responsibilities:
  • Prepare and analyze financial statements, tax returns, and other reports to ensure accuracy and compliance with regulatory requirements.
  • Develop and implement record-keeping and accounting systems to improve efficiency and reduce errors.
  • Conduct research on complex tax and accounting issues and manage the research activities of assigned staff.
  • Identify trends and patterns in financial data to inform business decisions.
  • Manage engagement planning, including budgeting, risk assessment, and strategic development.
  • Stay up-to-date on tax law changes and communicate implications to clients and staff.
  • Prepare complex client correspondence, including recommendations and proposals.
  • Build expertise in specialized industries and perform as a generalist.
  • Comprehend clients' businesses and industries, including significant accounting and tax issues.
  • Recognize value-added billing opportunities and engage in the billing and collection process.
  • Work overtime to meet tax deadlines and be knowledgeable of the firm's services.
  • Develop and maintain strong business relationships with clients and staff.
  • Participate in networking, marketing, and business development events.
  • Direct and instruct staff accountants and lead client relationship management.
  • Supervise staff and manage workflows.
  • Lead staff professional training, perform staff reviews, and evaluate staff work product.
  • Encourage effective use of firm's tax and business software and technology.
  • Foster an environment of mentoring and teamwork.

Qualifications:
  • Bachelor's in accounting or relevant field required.
  • Master's in taxation or accounting preferred.
  • 3+ years public accounting experience with a concentration in small business and individual taxation.
  • Certified Public Accountant (CPA) license required.

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