Cambridge Investment Research
Senior Tax Accountant (EA)
Cambridge Investment Research, Phoenix, Arizona, United States, 85003
Senior Tax Accountant (EA) page is loaded## Senior Tax Accountant (EA)remote type:
Hybridlocations:
Phoenix, AZtime type:
Part timeposted on:
Posted 11 Days Agojob requisition id:
R-2025-11# **Job Summary**We are seeking a proactive and detail-oriented Senior Tax Accountant/Tax Preparer to join our relationship-focused firm and play a key role in delivering exceptional tax support to our clients, including individuals, small businesses, and trust and estate clients. This hands-on position offers an excellent opportunity to deepen your experience in tax preparation, planning, and compliance within a collaborative, supportive environment.
This is a great opportunity for a tax accountant who wants to take on meaningful work in a supportive, growth-minded firm. Join us in delivering personalized, high-quality tax services to clients who truly value our partnership.# **Key Deliverables and Responsibilities*** Prepare and review individual, business, and trust income tax returns* Research and resolve tax-related questions and issues* Assist with gathering and organizing client data for tax planning and compliance* Maintain current knowledge of tax laws and changes to ensure accurate reporting and compliance* Support the team in delivering timely and thorough tax services across a variety of client types* Communicate directly with clients to collect documentation and explain tax matters* Represent clients in IRS and state correspondence matters, with support from senior team members* Work with tax software including QuickBooks, Lacerte, TPS, Adobe, and Microsoft Office* Help ensure internal procedures and documentation standards are followed# **What We Are Looking For**The ideal candidate is an Enrolled Agent who has 3–5 years of experience in public accounting, bookkeeping, or tax services—preferably working with high-net-worth individuals or families—and is skilled in preparing individual, business, and trust tax returns. They possess a solid understanding of current tax regulations and best practices, with experience in trusts and estates considered a strong advantage. Proficiency in QuickBooks, Lacerte, TPS, Adobe, and Microsoft Office is essential.**Salary Range:** $75,000-115,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location. Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.You can find more details about our comprehensive benefits package **Company Overview:** At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit**Work Environments**: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates for this role at this time.**Recruiting Agencies:** This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.#LI-MM2#LI-HYBRID #J-18808-Ljbffr
Hybridlocations:
Phoenix, AZtime type:
Part timeposted on:
Posted 11 Days Agojob requisition id:
R-2025-11# **Job Summary**We are seeking a proactive and detail-oriented Senior Tax Accountant/Tax Preparer to join our relationship-focused firm and play a key role in delivering exceptional tax support to our clients, including individuals, small businesses, and trust and estate clients. This hands-on position offers an excellent opportunity to deepen your experience in tax preparation, planning, and compliance within a collaborative, supportive environment.
This is a great opportunity for a tax accountant who wants to take on meaningful work in a supportive, growth-minded firm. Join us in delivering personalized, high-quality tax services to clients who truly value our partnership.# **Key Deliverables and Responsibilities*** Prepare and review individual, business, and trust income tax returns* Research and resolve tax-related questions and issues* Assist with gathering and organizing client data for tax planning and compliance* Maintain current knowledge of tax laws and changes to ensure accurate reporting and compliance* Support the team in delivering timely and thorough tax services across a variety of client types* Communicate directly with clients to collect documentation and explain tax matters* Represent clients in IRS and state correspondence matters, with support from senior team members* Work with tax software including QuickBooks, Lacerte, TPS, Adobe, and Microsoft Office* Help ensure internal procedures and documentation standards are followed# **What We Are Looking For**The ideal candidate is an Enrolled Agent who has 3–5 years of experience in public accounting, bookkeeping, or tax services—preferably working with high-net-worth individuals or families—and is skilled in preparing individual, business, and trust tax returns. They possess a solid understanding of current tax regulations and best practices, with experience in trusts and estates considered a strong advantage. Proficiency in QuickBooks, Lacerte, TPS, Adobe, and Microsoft Office is essential.**Salary Range:** $75,000-115,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location. Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.You can find more details about our comprehensive benefits package **Company Overview:** At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit**Work Environments**: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates for this role at this time.**Recruiting Agencies:** This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.#LI-MM2#LI-HYBRID #J-18808-Ljbffr