Tax CPA - $120k -185k Base Salary Plus Bonus

About Trajan Wealth

Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA), Estate Planning, and Tax Services firm dedicated to providing clients with integrated and personalized financial strategies. Through Trajan Tax, we offer clients comprehensive planning that goes beyond investments to include proactive tax strategies designed to maximize efficiency and protect wealth. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service.

Role Overview

We are seeking a licensed CPA to deliver client-focused tax planning services. This role blends technical tax expertise with consultative client interaction, helping individuals and business owners understand their tax situation, onboarding them smoothly, and delivering accurate, strategic tax preparation services. This is an exciting opportunity to shape and expand Trajan Tax Services as a core part of our holistic wealth management offering.

This position would be working onsite at our Scottsdale corporate headquarters.

Duties and responsibilities

• Conduct intake calls with clients to assess needs, complexity, and fit


• Review financial and tax documentation to identify potential planning opportunities


• Explain services, processes, timelines, and engagement scope in a clear, client-friendly manner


• Identify tax planning, compliance, or advisory needs beyond basic preparation


• Support proposal development and scope definition for new engagements


• Prepare and review federal and state tax returns for individuals, businesses, and trusts (as applicable)


• Handle more complex tax scenarios including multi-entity, investment, and high-net-worth situations


• Ensure compliance with current tax laws and regulations


• Identify proactive tax-saving strategies and planning opportunities


• Communicate directly with clients regarding tax questions and required documentation


• Assist with internal tax reporting for Trajan Wealth, ensuring accuracy, compliance, and timely filings.

Qualifications

• Bachelors degree in Accounting or Finance or related field


• Licensed CPA


• 5+ year of progressive tax experience


• Experience with individual and business returns


• Ability to explain tax concepts clearly to non-technical clients


• Ability to work independently and manage multiple assignments in a fast-paced environment


• Strong customer service focus


• Excellent verbal and written communication skills


• Strong organizational skills required; multi-tasker


• Strong analytical, research and critical thinking skills as well as decision-making skills

Benefits

• Competitive compensation - $120k to $185k base salary plus bonus


• Future career growth opportunity.


• 401(k) with a matching contribution up to 13%.


• United Healthcare PPO medical coverage for employees, paid by the company.


• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.


• Generous holidays and PTO.


• Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!