Job Description

Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.

Job responsibilities:

• Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.

• Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
• Provide tax planning and consulting to individuals and businesses.
• Tax planning and preparation of fiduciary income tax returns.
• Research and manage complex tax matters.
• Supervise, train, and mentor staff, seniors, and supervisors.
• Act as a technical resource and mentor.
• Build and develop new business.
• Maintain and nurture existing client relationships.
• Develop and network with referral sources.
• Consult with clients gathering information, resolving problems, and recommending solutions.

Required Background:

• Bachelor’s degree in Accounting or Finance Required, Masters in Tax a plus
• 10+ years of tax experience in public accounting.
• Active CPA license.
• Management experience in public accounting firm.
• Ability to work as part of a client service team with staff, managers, and partners.
• Self-starter with ability to multitask and complete assignments within deadline constraints.
• Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
• Excellent project management, analytical, interpersonal, oral and written communication skills.
• Strong organizational skills and attention to detail.

For immediate consideration email your resume in at Word.Doc to Thyra at thyra@southwestaccountingresources.com