Tax Specialist (CPA or EA)

Job Summary

A well-established and growing public accounting firm in Tucson, AZ is seeking an experienced Tax Specialist to join its collaborative tax team. This direct hire opportunity is ideal for a CPA, EA, or certification-track tax professional who enjoys working with a diverse client base and handling complex tax matters across individual, business, trust, and estate taxation.

The Tax Specialist will play an important role in delivering accurate, timely, and client-focused tax services while serving as a trusted resource for both clients and internal team members. This firm offers a stable and supportive work environment with strong leadership, professional development support, career growth potential, and a team-oriented culture that values accuracy, initiative, and excellent client service.

Key Responsibilities

- Prepare federal and multi-state income tax returns for individuals, businesses, trusts, and estates.
- Assist with quarterly tax planning, tax projections, and year-round advisory support for business and individual clients.
- Review financial statements, accounting records, and supporting documentation for accuracy and completeness prior to tax preparation.
- Research tax issues, resolve discrepancies, and maintain compliance with applicable federal, state, and local tax laws.
- Communicate with taxing authorities on behalf of clients regarding notices, questions, and other tax matters.
- Serve as a knowledgeable tax resource for clients and internal staff while supporting a high standard of client service.

Compensation and Benefits

- Salary range: $70,000 to $80,000 per year.
- Direct hire opportunity.
- Full-time schedule, Monday through Friday.
- Additional hours may be required during peak tax periods.
- Health, dental, vision, life, and disability insurance.
- 401(k) with company match.
- Paid time off and paid sick leave.
- Continuing education support and professional development opportunities.
- Flexible scheduling options.
- Career growth and advancement potential.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Required Qualifications and Skills

- Prepare and support a broad range of individual, business, trust, and estate tax engagements.
- Assist with quarterly tax planning and projections for business and individual clients.
- Research and resolve tax issues while communicating effectively with clients, internal teams, and taxing authorities.
- Review financial documentation and maintain accuracy in a paperless tax preparation environment.

- Active CPA or EA designation, or currently pursuing certification.
- Bachelor's degree in Accounting or a related field.
- Minimum of 5 years of professional tax preparation experience.
- Strong understanding of accounting principles, financial reporting, and tax compliance.
- Experience preparing federal and multi-state tax returns.
- Proficiency with tax preparation and accounting software.
- Advanced Microsoft Office skills, especially Excel.
- Strong analytical, problem-solving, and organizational skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities with minimal supervision.
- High level of accuracy, professionalism, initiative, and client service.

Preferred Qualifications

- Experience in a public accounting firm environment.
- Experience working with a diverse client base that includes individuals, businesses, trusts, and estates.
- Prior experience supporting quarterly tax planning and client advisory services.
- Comfort working in a paperless office environment.