Tax Associate

About the Role

The Tax Associate is a full-time, on-site role based in Phoenix or Tucson, AZ, responsible for supporting the firm’s tax and advisory services for individuals, families, and businesses.

Key Responsibilities

• Prepare federal, state, and local tax returns.
• Assist with tax planning projects.
• Perform technical tax research under the supervision of senior team members.
• Analyze financial information.
• Identify tax issues and opportunities.
• Help ensure compliance with current tax laws and regulations.
• Maintain organized workpapers.
• Communicate with clients to gather necessary information.
• Collaborate with partners and peers on real estate and international tax matters.

Requirements & Tech Stack

• Proficiency with tax preparation software.
• Proficiency with Microsoft Office tools, especially Excel.

Qualifications

• Basic skills in tax compliance and tax preparation for individuals, entities, and multi-jurisdictional filings.
• Solid foundation in tax concepts and applied tax analysis.
• Basic knowledge of tax law and regulations, with the ability to perform basic research and interpret guidance.
• Finance-related skills, including financial statement literacy, analytical skills, and attention to detail.
• Bachelor’s degree in Accounting, Finance, or related field required.
• Eligibility to sit for the CPA exam or CPA licensure is preferred.
• Strong written and verbal communication skills.
• Ability to work collaboratively in an on-site team environment.
• Demonstrated integrity, professional judgment, and a commitment to learning and continuous improvement.
• Exposure to real estate and/or international tax is a plus.