WesternTrust Tax Accounting is a fast-growing, client-focused tax accounting service based in Arizona and a great place to work! We are seeking a Senior Tax Advisor to join the WT Tax Accounting team (https://www.wtaccounting.com/) in Scottsdale, Arizona. WT Tax Accounting is an IRS Enrolled Agent providing tax planning, tax preparation and basic accounting services. While our offices are located in Scottsdale, Arizona and we work most regularly with Arizona-based clients, we also service clients from all over the country.
You must live in the region and be willing and able to work in the office location.
Education and Certifications
- Bachelor’s degree
- CPA designation
- IRS Enrolled Agent designation
- Minimum 5 years’ experience in tax preparation and advising – We need an expert
- Knowledgeable (and willing to stay current) on tax regulations
Characteristics and Skills
- Very good with people. A tax advisor is essentially a counselor. You need to be able to read people, understand people, empathize with people, yet direct and instruct people.
- Teachable. Trainable.
- Hard worker, self-starter, work without supervision
- Detailed, organized.
- Research-minded. Continuing education. Go find the answers.
- Strong IT and computer skills (both the hardware, cloud and software side).
- Willing to implement WesternTrust visions. This person will be a relatively autonomous leader of the tax business, but must be able to take direction and collaborate with parent company objectives.
Job Duties
- Client relationship management
- New client development (marketing, referrals, inter-generational, etc.)
- Business development, growth and acquisitions
- Tax preparation
- Tax expertise
- Review other team members’ work (and others will review theirs)
- Cross-pollinate the business with other aspects of WesternTrust financial services (Wealth, estate planning, insurance, business consulting)
Job Type: Full-time
Pay: $85,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Employee discount
- Flexible schedule
- Referral program
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
Education:
Experience:
- Tax experience: 5 years (Required)
License/Certification:
- CPA (Preferred)
- Enrolled Agent (Required)
Ability to Commute:
- Scottsdale, AZ 85251 (Required)
Ability to Relocate:
- Scottsdale, AZ 85251: Relocate before starting work (Required)
Work Location: In person