Small Business Tax Advisor

6 days ago


Phoenix, Arizona, United States Rea Full time

Overview

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As a leading business advisory and accounting firm, Rea delivers cutting-edge services to clients across tax, accounting, and business consulting. Our collaborative environment emphasizes employee growth and well-being, offering a unique work-life balance and a comprehensive benefits package.

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Job Summary

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This is an exciting opportunity to join our team as a Tax Manager, overseeing tax planning, compliance, and strategy for a diverse portfolio of small business clients. The ideal candidate will possess exceptional relationship-building skills, outstanding communication abilities, and a deep understanding of small business tax laws and strategies.

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Main Responsibilities

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  • Lead tax planning, compliance, and strategy initiatives for small business clients.">
  • Maintain strong relationships with clients, providing personalized guidance and exceptional service delivery.">
  • Ensure clients comply with all applicable authorities while minimizing tax and reporting burdens.">
  • Collaborate with assurance teams to address tax issues and provide timely advice.">
  • Develop and implement efficient tax-saving strategies for clients.">
  • Serve as a technical resource, ensuring client service teams adhere to Firm policy regarding written tax advice.">
  • Provide effective assistance with exam support and contribute to internal training sessions.">
  • Stay up-to-date with tax laws and regulations, applying expert knowledge to drive business growth.">
  • Pursue new business leads and build strong relationships with centers of influence.">
  • Act as primary client contact, delivering exceptional service and expertise.">
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Requirements

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  • BA/BS in Accounting or relevant field; MA/MSc beneficial.">
  • 5-8 years of taxation experience; prior supervisory experience.">
  • CPA certification.">
  • Excellent communication, leadership, and analytical skills.">
  • Ability to work collaboratively in a team environment.">
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Benefits Package

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We offer a comprehensive benefits package, including:

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  • Healthcare plan (medical, dental, vision).">
  • Retirement plan (401k).">
  • Life insurance (basic, voluntary, AD&D).">
  • Paid time off (vacation, sick, public holidays).">
  • Family leave (maternity, paternity).">
  • Short-term and long-term disability insurance.">
  • Training and development opportunities.">
  • 'Work from anywhere' option.">
  • Wellness resources.">
  • Four weeks of paid time off.">
  • Twelve paid holidays, including three floating holidays.">

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