Accounting Professional Job at TULL, FORSBERG & OLSON PLC in Phoenix

Overview

Tull, Forsberg & Olson is a mid-sized local CPA firm located in north central Phoenix with a history of personalized, high quality service for over 60 years. We offer attestation, tax, IRS audit support, litigation support, payroll and bookkeeping services. We provide competitive salaries, full benefits and a flexible environment that supports work-life balance. We are looking for a Trusts and Estates Tax Accounting Professional and invite you to discuss how you can contribute to our future success.

Responsibilities

• Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
• Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
• Ensure compliance with legal and tax requirements for trust and estate entities
• Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
• Provide guidance and training to junior staff, and collaborate within an integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development

Qualifications

• 5+ years of specialized experience in trust and estate tax
• CPA strongly preferred
• Self-motivated with high ethical standards and integrity
• Client-focused mindset and ability to manage multiple priorities
• Ability to work well in a team environment
• Excellent communication skills

What’s In It For You

• Flexible and friendly work environment
• Competitive benefits including health, short-term disability, life insurance and 401(k)
• Competitive salary
• 3 weeks of vacation plus 6 days PTO
• Hybrid work model after six months: three days in the office, two days from home

Details

Location: North Central Phoenix, AZ

Employment Type: Full Time

Years Experience: 5 - 10 years

Salary: $100,000 - $130,000 annually

Industries/Functions

• Job function: Accounting/Auditing, Finance, and Analyst
• Industries: Accounting and Financial Services