Tax CPA - 160k - 185k base plus bonus

Job purpose

Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA), Estate Planning, and Tax Services firm dedicated to providing clients with integrated and personalized financial strategies. Through Trajan Tax, we offer clients comprehensive planning that goes beyond investments to include proactive tax strategies designed to maximize efficiency and protect wealth. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service.

The Tax CPA will play a key role in this mission by overseeing all of Trajan Wealth's internal tax reporting and leading the delivery of client-focused tax planning services. This is an exciting opportunity to shape and expand Trajan Tax Services as a core part of our holistic wealth management offering.

This position would be working onsite at our Scottsdale corporate headquarters.

Duties and responsibilities

• Oversee all internal tax reporting for Trajan Wealth, ensuring accuracy, compliance, and timely filings.
• Coordinate with leadership to forecast tax obligations, plan for liabilities, and ensure the firm is positioned for compliance and efficiency.
• Monitor changes in tax law and regulations impacting Trajan Wealth's internal reporting, proactively updating processes and procedures.
• Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations.
• Identify and implement tax planning and consulting opportunities.
• Prepare complex tax returns and prepare tax payments, as needed.
• Maintain good working relationships with clients to enhance customer satisfaction and work.
• Identify and assist with implementation of tax planning and tax savings strategies.
• Research and consult on complex tax matters.
• Research the implications of tax laws and advise clients on tax-related issues.
• Demonstrates initiative, creativity, and imagination on approaching work.
• Develops and maintains expertise in the taxation area, responsible to keep appropriate team members informed of changes and developments in the taxation area.

Qualifications

Benefits

Come and join a team that is making a difference in their clients and employee's lives!