Asset Preservation Wealth & Tax ยท 6 days ago
Certified Public Accountant (CPA)
Gilbert, AZ
Full-time
Onsite
Mid, Senior Level
$90K/yr - $180K/yr
5+ years expAsset Preservation Wealth & Tax is a fast-growing Wealth Management firm, and they are seeking an experienced CPA to prepare various types of tax returns and projections. The role involves ensuring compliance with tax regulations, analyzing tax data, and providing excellent client service.
Financial Services
Responsibilities
Prepare individual, business, and trust tax returns
Interviewing clients
Friendly and pleasant demeanor
Work with advisors to provide tax-efficient solutions to client needs
Draft client and advisor communications on behalf of the tax department
Stay informed on industry developments and changes in regulations
Qualification
Required
CPA (Required)
Tax Preparation: 5-7 years (Required)
Ability to Relocate: Gilbert, AZ 85297: Relocate before starting work (Required)
Ability to Commute: Gilbert, AZ 85297 (Required)
Preferred
Degree in Accounting or Finance
Experience with UltraTax, CS Planner, and GoFileRoom a plus
Intermediate or better Excel knowledge to work with data quickly
Benefits
Dental insurance
Health insurance
Vision insurance
Life insurance
Flexible schedule
401K
401K match
Paid time off
Company
Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Stewart Willis
Partner/ Financial Advisor
Recent News
Asset Preservation Wealth and Tax
2025-08-06
GlobeNewswire News Room
2024-11-21
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