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Posted: Sunday, September 24, 2017 12:02 AM

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About the Job

Trajan Tax is a new tax firm working in conjunction with Trajan Wealth and their clients. Trajan Tax offers discounted tax preparation and is designed to be a value ad to our existing wealth clients, and an appealing offering to attract new wealth clients.


We need a dedicated full time CPA that can help grow the tax practice. The right candidate will be very proactive and exemplify excellent client service. Additionally, they will need to be extremely diligent, organized and possess stellar time management skills.


Trajan tax is a 2 year old entity and there is work to do in regards to the systems and processes – start up experience would certainly be a plus.


Responsibilities:



Help establish processes and procedures.

Work with existing clients in regards to tax questions/issues. Complete personal tax returns and a few business returns. Our first year we completed 300 personal returns.

Initiate introduction to our wealth practice if clients are qualified.

Assist with operations of wealth practice during off season.

Trajan Tax will provide the clients – there is no marketing needed.


Qualifications:



Candidate will be a Certified Public Accountant (CPA) and in good standing

Minimum of 5 years CPA experience


Other skills which would be a plus would be familiarity with Thompson Reuters CS Professional tax software.


Important interpersonal skills would include high attention to detail, oral communication, written communication, problem solving, planning/organizing, quality control, and adaptability.


Candidate needs to be self-motivated and require little supervision. We would like a candidate that enjoys the challenge of finding the answers themselves and someone that is a self-starter.


Professional business attire. Casual Friday.


Application Process: Please send cover letter & resume to jeff@trajanwealth.com



• Location: Phoenix

• Post ID: 58717613 phoenix
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