Senior Tax Associate
OVERVIEW
We are seeking a detail-oriented and proactive Senior Tax Associate to join our Scottsdale team. The ideal candidate brings a strong foundation in accounting and analytics, thrives in a collaborative environment, and enjoys optimizing processes through data-driven insights. This role supports multiple small entities and is key in financial reporting, analysis, and forecasting.
MAJOR RESPONSIBILITIES
- Prepare and process Federal and State tax compliance reports.
- Prepare individual and entity tax returns.
- Reconcile general ledger accounts.
- Perform general bookkeeping duties, including payroll and account reconciliations.
- Assist in audits as needed.
- Maintain a full schedule and manage deadlines effectively.
- Follow strict protocols regarding file management and client confidentiality.
- Input data accurately, schedule tasks, and verify job completion.
- Regularly use Microsoft Office (Excel, Word, Outlook, Teams).
- Utilize QuickBooks Online and Desktop proficiently.
- Work within CCH accounting and tax software.
- Other tasks as assigned.
- Exceptional attention to detail, accuracy, and organizational skills.
- Strong customer service mindset and ability to build client relationships.
- Excellent oral and written communication skills.
- Ability to prioritize tasks and manage multiple deadlines in a fast-paced environment.
- Strong team player with a service-oriented attitude.
- Active listening and problem-solving capabilities.
- Proficient understanding of GAAP.
- Knowledge of Tax Basis Accounting (Cash and Accrual methods).
- Bachelor’s degree in Accounting or Finance
- CPA preferred, but not required.
- 3–5 years of relevant experience in a similar tax/accounting role is preferred.
BENEFITS
- Medical, Dental, and Vision
- GAP Benefits
- Supplemental Benefits
- Life and AD&D Insurance
- Short- & Long-Term Disability Plans
- 401k with Company Matching
- Bonus Structure
- Flexible PTO with sick time
- Incentive Program
- Development Program
- Company Wellness Program
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.