Tax Accountant (CPA or EA)

Boudreau Consulting - Mesa, AZ

Full-time - Mid Level

Mesa, AZ

Professional, Scientific, and Technical Services

About the position

The Tax Accountant (CPA or EA) position at Boudreau Consulting involves preparing and reviewing individual and business tax returns, conducting tax planning meetings, and maintaining professional communication with clients. The role requires a strong background in tax preparation and offers a supportive team environment with a focus on work-life balance.

Responsibilities

• Prepare and review individual tax returns using Thomson Reuters CS Ultra Tax.
• Prepare and review business tax returns for corporations, S corps, and partnerships.
• Conduct tax planning meetings for clients, including compensation planning and retirement contribution planning.
• Communicate professionally with clients via email and phone.
• Provide regular project status updates to clients and team members.
• Foster a cooperative and effective working relationship with the team.
• Maintain confidentiality and professionalism at all times.

Requirements

• Professional certifications required (CPA or EA).
• Minimum of 7 years relevant experience in tax preparation.
• Bachelor's degree in Accounting, Business, or a related field (preferred).
• Corporate and Individual tax return experience required.
• Strong experience with individual and corporate tax returns.
• Knowledge of general accounting processes and practices.
• Proficiency in Excel, Word, and Outlook.
• Strong problem-solving and critical thinking skills.
• Ability to manage multiple clients and projects simultaneously.

Benefits

• 401(k)
• 401(k) matching
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance