TULL, FORSBERG & OLSON PLC · 6 days ago
Accounting Professional
Phoenix, AZ
Full-time
Hybrid
Senior Level
$100K/yr - $130K/yr
5+ years expTull, Forsberg & Olson is a mid-sized local CPA firm located in north central Phoenix with over 60 years of personalized service. They are seeking an experienced Trusts and Estates Tax Accounting Professional to lead tax engagements, ensure compliance, and provide guidance to junior staff while maintaining client relationships.
AccountingConsultingFinancial ServicesRetirement
Responsibilities
Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
Ensure compliance with legal and tax requirements for trust and estate entities
Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
Proactive approach to process improvement and regulatory changes
Qualification
Required
5+ years of specialized experience in trust and estate tax
Self-motivated
High ethical standards and integrity
Client-focused mindset and ability to manage multiple priorities
Work well in a team environment
Excellent communication skills
Preferred
CPA strongly preferred
Benefits
Flexible and friendly work environment
Great benefits packages including, health, short-term disability insurance, life insurance and 401(k) plan
3-week vacation plus 6 days PTO
Company
TULL, FORSBERG & OLSON PLC
We are a full-service accounting firm that has been a part of the Arizona community since it was founded in 1950.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mitchell Robinaugh
Tax Partner
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