Certified Public Accountant (CPA)

IMMEDIATE OPENING for an Experienced CPA Peoria Office Job description IMMEDIATE OPENING for a senior-level tax preparer with CPA credentials earned or in process. You will be working in a fast-growing Wealth Management firm, preparing various types of tax returns and tax projection scenarios. We offer a clear career path with opportunities for advancement and professional development. If you want to be part of a fast-paced, fun company with much room for growth, we may be the place for you! The candidate must have a minimum of 5-7 year’s experience preparing Federal and state individual, trust, estate, and business returns. You must be knowledgeable about the latest legislation and regulations, detail-oriented, comfortable analyzing tax data, interviewing clients, reviewing tax forms for completeness and accuracy, and ensuring the highest standards of confidentiality and customer service. This role is an in-person tax preparer intended to be present in the office to meet with clients. This role will be based in our Peoria office but may cover tax needs at multiple offices in the Valley. Your previous work experience, along with a degree in Accounting or Finance and a CPA earned, is highly desired for this role. You will play a pivotal role in our company’s financial operations, ensuring compliance with the law and accuracy in reporting. Your contribution will be instrumental in our success. Responsibilities • Prepare individual, business, and trust tax returns. • Interviewing clients • Friendly and pleasant demeanor • Work with advisors to provide tax-efficient solutions to client needs • Draft client and advisor communications on behalf of the tax department • Stay informed on industry developments and changes in regulations Skills • Proven work experience as a Certified Public Accountant • Thorough knowledge of accounting and taxing authority procedures • Experience with UltraTax, CS Planner, and GoFileRoom a plus • Intermediate or better Excel knowledge to work with data quickly • Excellent analytical skills with attention to detail • Integrity, with an ability to handle confidential information • Self-sufficient work ethic to take on and follow through on tasks independently Job Types: Full-time Pay: $90,000 -$180,000 per year Benefits: • Dental insurance • Health insurance • Vision insurance • Life insurance • Flexible schedule • 401K • 401K match • Paid time off Schedule: • Monday to Friday, Standard Tax Hours Experience: • Tax Preparation: 5-7 years (Required) License/Certification: • CPA (Required) Ability to Relocate: • Peoria, AZ 85382: Relocate before starting work (Required) Work Location: In person, In Office Job Type: Full-time Pay: $90,000.00 - $180,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Flexible schedule • Health insurance • Life insurance • Paid time off • Vision insurance Experience: • Tax Preparation: 7 years (Required) License/Certification: • CPA (Required) Work Location: In person