A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
Senior CPA & Tax Planner Legacy CPAs, LLC Mesa, AZ Job Details Full-time $125,000 - $185,000 a year 18 hours ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance Flexible schedule Retirement plan Qualifications CPA Public accounting Tax law research Research Income tax planning Accounting firm experience
Full Job Description Senior CPA & Tax Planner Location:
Mesa, Arizona (Hybrid)
Compensation:
$125,000 - $185,000+ (based on experience, performance and certifications)
Job Type:
Full-time About Legacy CPAs Legacy CPAs is an established public accounting firm located in Mesa, Arizona. We specialize in accounting, bookkeeping, tax preparation, and tax planning for successful companies and individuals across the United States. As our client base continues to grow, we are seeking an experienced professional and driven Senior CPA Tax Planner to join our team and support our expanding clientele. Position Overview We are seeking a high-performing Senior CPA Tax Planner to lead advanced tax strategies, planning, and advisory services for our clients. This role focuses on delivering proactive tax solutions, identifying strategic opportunities, and building long-term client relationships. The ideal candidate is experienced, consultative, and growth-minded, with a strong ability to translate complex tax concepts into actionable strategies. Key Responsibilities Provide advanced tax planning and consulting services to existing and new clients Identify, research, and implement tax strategies that reduce liability and improve financial outcomes while maintaining compliance Present strategic recommendations clearly and confidently to business owners and high-net-worth individuals Stay current on tax law changes and proactively apply relevant updates Collaborate with partners internal team members to execute strategic initiatives Support business development efforts by expanding services within existing accounts and generating new opportunities with new client relationships Build and maintain relationships that drive long-term client retention Contribute to firm growth by helping to attract new clients Mentor staff as needed and elevate overall technical standards Qualifications Active CPA license 5+ years of progressive tax experience in public accounting Strong understanding of business and individual tax planning Ability to research and interpret complex tax regulations Confident presenter with strong client-facing communication skills Entrepreneurial mindset with interest in firm growth and potential partnership role High integrity, professionalism, and accountability Compensation Base +
Commissions and Performance Incentives OTE:
$125,000- $185,000+ depending on experience and performance Incentive compensation tied to strategic advisory revenue, client growth, and retention Opportunity for leadership growth and potential CPA firm partnership role with expanded responsibility Benefits Legacy CPAs offers a competitive compensation package and a supportive, balanced work environment:
Health Insurance:
Medical, Dental, Life, and Vision coverage Paid Time Off (PTO) and Holiday Pay
SIMPLE IRA
plan with company matching Hybrid workweek (both in and out of office) Some travel required Flexible hours How to Apply If you are interested in joining a professional, growth-oriented accounting firm, please submit your resume and cover letter. Phone screening followed by in person interviews will be conducted immediately for qualified candidates.
Work Location:
Hybrid in Mesa, AZ 85203
Job Type:
Full-time Pay:
$125,000.00 - $185,000.00 per year
Benefits:
Dental insurance Health insurance Paid time off Retirement plan Vision insurance Application Question(s): How many years of tax planning experience do you have?
License/Certification:
CPA License (Required) Willingness to travel: 25% (Preferred)
