Top 376 Tax associate Jobs in Phoenix, Az

Tax Associate
Trajan Wealth —Scottsdale, AZ
- From $70,000 a year
- Full-time
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
1d
Associate Financial Advisor (Remote)
Dew Wealth Management —Scottsdale, AZ
- $65,000 - $80,000 a year
- Email
- Remote
- Research
- Mid-level
- Finance
- Health savings account
- Health insurance
Tax Support Associate – Retail
Intuit —Phoenix, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Support Associate – Retail
Intuit —Gilbert, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tailored Licensed Support Financial Advisor
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
Tax Associate - Real Estate
Aprio —Phoenix, AZ
- Full-time
- Hybrid work
- Writing skills
- Travel
- Accounting
- Profit sharing
- Wellness program
7d
Tax Associate
H&R Block —Tempe, AZ
- Weekends as needed
- Office
- Finance
- High school diploma or GED
9d
Tax Associate
Mission Wealth Management LP —Scottsdale, AZ
- $75,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Profit sharing
- Health insurance
Quick Apply
Tax Associate
ATLAS CPAs & Advisors PLLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Finance
- Wellness program
- AD&D insurance
Quick Apply
Investment and Financial Planning Associate
Northwestern Mutual —Phoenix, AZ
- $60,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Tax Associate – In-Store
Intuit —Phoenix, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Support Associate – Retail
Intuit —Paradise Valley, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – In-Store
Intuit —Tempe, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – In-Store
Intuit —Paradise Valley, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Support Associate – Retail
Intuit —Chandler, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – TurboTax Store
Intuit —Paradise Valley, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – TurboTax Store
Intuit —Avondale, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – In-Store
Intuit —Chandler, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – TurboTax Store
Intuit —Goodyear, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Full Charge Bookkeeper/Office Manager
Fransmart —Scottsdale, AZ
- $65,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- CPA
- Health insurance
- 401(k)
Quick Apply

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Tax Associate

Trajan Wealth -
Scottsdale, AZ

Quick Apply

Job Details

Full-time
From $70,000 a year
1 day ago

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Research

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Tax is growing, and we are seeking a motivated and detail-oriented Tax Associate to join our Scottsdale, AZ office. This role serves as an important stepping stone between an entry-level tax professional and a senior Tax CPA. The Tax Associate will support tax preparation, accounting, research, and client service activities while continuing to develop technical expertise and professional skills.

This position is ideal for an accounting professional who is actively pursuing CPA licensure, recently CPA eligible, or a newly licensed CPA seeking to gain additional public accounting experience. The Tax Associate will work closely with senior tax professionals and clients while gaining exposure to tax planning, tax compliance, and consulting engagements.

This position is onsite at our Scottsdale corporate headquarters.

Duties and responsibilities

Prepare and review individual and business tax returns, including Forms 1040, 1120C, 1120S, 1065, and 1041.
Gather, organize, and analyze client financial information to ensure timely and accurate tax return preparation.
Conduct tax research and assist in identifying tax planning opportunities for clients.
Support tax projections, quarterly estimated tax calculations, and year-end tax planning initiatives.
Communicate directly with clients to request documentation, answer routine tax questions, and provide status updates.
Assist with IRS and state tax notices, correspondence, and resolution efforts.
Participate in client engagements from planning through completion while ensuring deadlines and quality standards are met.
Assist with year-end filings including 1099s, W-2/W-3s, personal property tax filings, and sales tax returns.
Support accounting and financial statement engagements by performing reconciliations, posting journal entries, processing accounts payable and receivable transactions, and preparing workpapers.
Collaborate with the Tax CPA on complex tax matters, consulting projects, and tax-saving strategies.
Maintain awareness of changes in federal and state tax laws and regulations.
Assist in mentoring interns and supporting the training of new team members as needed.
Support internal finance and accounting projects as assigned.

Qualifications

1-2 internships completed in tax
Bachelor's degree in Accounting, Finance, or a related field.
CPA eligible, actively pursuing CPA licensure, or newly licensed CPA preferred.
Working knowledge of federal and state tax laws and regulations.
Proficiency in Microsoft Office Suite, particularly Excel.
Strong analytical, organizational, and problem-solving skills.
Excellent verbal and written communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong attention to detail and commitment to client service.

Benefits

$70,000 base salary plus $15,000 to $25,000 yearly bonus
401(k) with matching component
United Healthcare PPO medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefit options
Generous holidays and PTO
Professional development support and CPA growth opportunities
Exposure to a variety of individual and business tax engagements
Opportunity to work alongside experienced tax and wealth management professionals

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

Quick Apply

Refine Your Search

tax associate jobs in phoenix, az

Tax Associate

Associate Financial Advisor (Remote)

Tax Support Associate – Retail

Tax Support Associate – Retail

Tailored Licensed Support Financial Advisor

Tax Associate - Real Estate

Tax Associate

Tax Associate

Tax Associate

Investment and Financial Planning Associate

Tax Associate – In-Store

Tax Support Associate – Retail

Tax Associate – In-Store

Tax Associate – In-Store

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Associate – TurboTax Store

Full Charge Bookkeeper/Office Manager

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