Are you a CPA who loves to serve and educate clients? Do you enjoy continuous learning and coaching? Want to help grow a new practice area?
Join our client, an "Estate Planning" and "Financial Coaching" law firm located in the Tucson, AZ area. We are seeking a technically sound, client-centric, and people-oriented CPA to partner with our client's attorneys by providing exemplary tax services to their estate planning and financial coaching clients.
WHY YOU SHOULD APPLY :
- Competitive market salary and exceptional benefits package, including health and dental insurance (100% covered for employees), PAID professional fees / education opportunities, extensive PAID time off, 401 (K), and no-cost life and long-term disability insurance.
- Exciting opportunity to contribute to the growth of the firm's tax services as an independent practice area and profit center.
- Collaborate with a team of professionals in a supportive and collaborative working environment.
- Future ownership / partnership opportunities.
- Strong focus on work-life balance.
WHAT YOU'LL BE DOING :
- Lead and manage the firm's tax services as an independent profit center, working closely with the firm's estate planning and financial coaching teams to streamline client's affairs by utilizing the same firm to meet all of these needs.
- Primarily focus on tax return preparation and filing for individual, fiduciary, gift tax, trust, and estate tax returns.
- Assist in the preparation of fiduciary accounting reports, particularly when the firm serves as a trustee of a trust or as a personal representative of an estate.
- Develop and implement systems to ensure efficient collection and reporting of financial data.
ABOUT YOU :
- Hold a valid Arizona CPA license.
- Possess relevant tax experience in public accounting firms.
- Hold a Bachelor's Degree in accounting, finance, or a related business field.
- Either possess or be willing to obtain the Series 65 exam certification.
- Exhibit character traits such as leadership, integrity, professionalism, and warmth.
- Demonstrate proven financial, analytical, technical, and interpersonal skills.
- Possess an entrepreneurial and client-centric mindset, focused on finding creative solutions and demonstrating business development skills.
CPA | Tax Preparation | Tax Accountant | Tucson, Arizona
Primarily focus on tax return preparation and filing for individual, fiduciary, gift tax, trust, and estate tax returns. Are you a CPA who loves to serve and educate clients? Do you enjoy continuous learning and coaching? Want to help grow a new practice area? Join our client, an "Estate Planning" a...
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