What are the responsibilities and job description for the Senior Tax Accountant/ Supervisor/Manager position at Heritage Advisors CPA, LLC?
Company Description
Heritage Advisors CPA, LLC has been a trusted business advisor for over 44 years, specializing in tax and accounting for small to medium-sized businesses, high net worth individuals, and non-profits, trusts, and estates. We serve a variety of industries including medical practices, construction companies, manufacturing, agriculture, IT, retail, and engineering firms. We offer both tax compliance and advisory services including IRS representation and R&D tax credit studies. Our firm is known for personalized service offerings.
Role Description
This is a full-time on-site role for a Senior Account/Supervisor specializing in Tax and Accounting at our Phoenix, AZ office. The candidate will be responsible for tax compliance and planning, overseeing/performing accounting operations and managing their client portfolio.
Qualifications
- Strong background in Tax Compliance and advisory
- Proficiency in Accounting and Financial Statements preparation
- Excellent client advisory skills and ability to develop strategic financial solutions
- Effective leadership and mentoring capabilities
- CPA/EA certification desired
- Minimum 5 years of experience in accounting, tax, services
- Bachelor's degree in Accounting, Finance, or related field desired