Experienced Trusts and Estates Tax Accounting Professional - CPA firm expericence preferred (Hybrid)

Tull, Forsberg & Olson is a mid-sized local CPA firm located in north central Phoenix with a record of personalized, high quality, responsive service that spans more than 60 years. Our clients cover a broad range of industries and professions, and we offer a variety of professional services, including, but not limited to, attestation services, tax services, IRS audit support, litigation support, payroll and bookkeeping. We offer competitive salaries, full benefits and a flexible environment, allowing our staff to balance family and quality of life with a rewarding interaction among clients and coworkers. We pride ourselves on employee and client satisfaction. Come talk with us and with our employees and see what makes our office stand out from the rest. We would like to see how you can be a part of the future success of our firm.

We are looking for an experienced Trusts and Estates Tax Accounting Professional which entails the following 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 integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
• Proactive approach to process improvement and regulatory changes

Candidates should meet the following criteria:

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

What's In It for You

• Flexible and friendly work environment
• Great benefits packages including, health, short-term disability insurance, life insurance and 401(k) plan
• Competitive Salary
• 3-week vacation plus 6 days PTO
• Following a six-month period, the work schedule will shift to a hybrid model with three days in the office and two days from home.

Located in north central Phoenix and one of Arizona's largest, locally-owned CPA and business advisory firms. We are looking for a stellar Senior Tax Associates to join our team and become a trusted business advisor to our clients. We provide top quality accounting and auditing, tax, and consulting services to private companies in a variety of industries. We're dedicated to professional excellence, integrity, and community service. This position will manage clients and staff and will work within a number of niches including Manufacturing/Retail/Distribution, Restaurants, Construction, Real Estate, and Individual/Estate/Gift.