Tax Senior Consultant - Trusts & Compliance Specialist

Description

Join us in Scottsdale as a key player delivering high-quality tax services to a diverse clientele. Your expertise in trust taxation will guide our clients through complex tax planning and compliance, allowing them to navigate their financial landscape effectively.

Why You’ll Love Working Here

• Career Growth: Ample opportunities for professional development and advancement.
• Comprehensive Benefits: Enjoy 100% paid dental, medical, and vision insurance.
• Work-Life Balance: Benefit from Fridays off in May, June, and July, along with generous PTO.
• Financial Security: Take advantage of a 401k match up to 4%.
• Flexible Work Arrangements: Choose between hybrid or remote work options to fit your lifestyle.
  
  

Key Responsibilities

• Prepare and review intricate trust tax returns, ensuring compliance with state and federal regulations while providing strategic tax planning advice.
• Engage with clients to understand their financial situations and offer customized tax solutions, fostering strong relationships through exceptional service.
• Stay updated on the latest tax laws and regulations related to trusts, conducting thorough research to support tax planning and compliance efforts.
• Collaborate with other tax professionals to deliver integrated services while mentoring junior staff and contributing to their growth.
• Identify and manage tax-related risks associated with trust structures, ensuring adherence to professional standards and internal policies.
  
  

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA license or in the process of obtaining it.
• 3-5 years of public accounting experience focused on trust taxation.
• In-depth knowledge of federal and state tax laws related to trusts.
• Strong analytical, organizational, and communication skills.
• Proficiency in tax preparation software and Microsoft Office Suite.
  
  

This role offers a fantastic opportunity to advance your expertise in trust taxation while making a significant impact on clients’ financial success. If you're ready to thrive in a supportive and dynamic environment, we'd love to hear from you!

Employment Type: Full-Time