Salary: $130-150k bases (DOE) + benefits and bonus

Job Type: Full Time, hybrid (2 office days per week) |

Location: Phoenix, AZ

Tax Season: Schedule is much more manageable than public accounting firms

Are you a senior insurance or tax accountant who:

(1) wants a manageable tax season (only 50 hrs/week between Jan and mid-Apr)?

(2) has the super power of building and managing client relationships?

(3) loves collaborating with unique and talented problem solvers?

If so, we’d love to have you apply for this role with our Phoenix based Brokerage Firm, which services 3000+ clients.

ABOUT THIS ROLE

In this role, you will impact company success by leading and nurturing a work culture that promotes: (1) open, frequent, and dynamic communication among staff, and (2) teamwork to accomplish desired goals and objectives.

This will include demonstrating and fostering a standard of collaborative excellence for your team of accounting analysts in:

• Reviewing monthly, quarterly, and annual financial statements and federal and state income tax returns within designated time frames,
• Understanding and resolving complex accounting issues,
• Providing recommendations to improve accounting processes and procedures,
• Meeting productivity and efficiency standards (billable hours),
• Communicating directly with external clients on most topics and assisting w/special projects with minimal review notes, and
• Ensuring professionalism and confidentiality with client matters.

Note: This position does not have any direct reports.

ABOUT YOU

You:

• Have a high level of initiative, positivity, and thrive in a fast-paced and high-demand work environment while meeting deadlines
• Are highly organized, comfortable with change and ambiguity, solution-oriented, and resourceful
• Have effective communication skills, strong work-ethic, and a high-level of personal integrity

You have:

• 5+ years of tax and/or insurance company accounting experience
• 2+ years of experience in a senior accounting or manager role
• Advanced knowledge of GAAP and IRS Tax Code/Regulations
• Familiarity with IRS Circular 230 Regulations Governing the Practice of Attorneys, Certified Public Accountants, Actuaries and Enrolled Agents and the AICPA Professional Code of Conduct
• Advanced abilities with Microsoft Office suite (Excel, Word, Outlook), Adobe Acrobat, and QuickBooks
• A Bachelor's Degree in Accounting, Finance, or related field or the equivalent education and/or experience
• Preferred: Successful experience with forms 1120 and 1065

You could also have:

• Enterprise Software proficiency: SAP, Oracle, NetSuite, etc. (preferred, not required)

HOW WE'LL COMPENSATE YOU

• Competitive salary: $130-150K (DOE) + bonus
• Industry-leading benefits
• A less-intense tax season schedule
• A work environment where people work hard and treat each other well
• Industry-leading benefits