What are the responsibilities and job description for the CPA position at The Well?
CPA – Tax Planning & Preparation | Tempe, AZ (On-Site)
Are you a CPA who wants to do more than just prepare returns?
We're hiring on behalf of a 50 employee wealth management and tax planning firm in the Peoria, AZ — a family-built business with 20 years in operation, recognized as one of the Top Places to Work in the Phoenix Valley two consecutive years running, and the official financial planning partner of Grand Canyon University.
This isn't a traditional tax firm. It's a fully integrated financial services platform offering wealth management, insurance, tax planning, and estate and trust services — with a marketing-driven growth engine and a collaborative culture that's earned its reputation the right way.
What you'll be doing:
- Preparing 200 personal tax returns during busy season
- Leading proactive tax planning conversations with clients and advisors to reduce or eliminate tax burdens
- Supporting extensions, amended returns, and off-season planning projects
- Growing into a potential tax department leadership role as the firm continues to scale
What they're looking for:
- CPA (or EA with near-term CPA completion)
- Prior tax preparation experience required
- Experience with tax planning, LLC's and Trusts
- Strong client-facing communication skills — ability to make complex tax concepts easy to understand
- Detail-oriented, ethical, and comfortable in a faith-forward workplace culture
What's in it for you:
- Join a firm that has built something real — from a one-person operation to a thriving 50 person enterprise
- Work alongside advisors and planners in a truly integrated financial services environment
- Real runway for leadership as the tax department continues to grow
- Award-winning culture that invests in its people for the long term
Busy season will be intense (60–80 hrs/wk), but the off-season is balanced and focused on planning, projects, and professional development.
📍 On-site in Peoria, AZ | Periodic travel across Phoenix Valley offices
If you're a tax professional who wants to be part of something bigger than a return count — let's talk.