Gilbert CPAs

• Assist managers and partners with tax services including planning, research, and compliance.
• Prepare income tax returns for various entities and individuals.
• Demonstrate the ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services.
• Recognize potential problem areas in projects/returns and discuss them with appropriate team members.
• Demonstrate a general understanding of the client's business to identify relevant tax issues.
• Suggests client tax planning ideas to a manager or partners.
• Interact with clients on tax return information, deadlines, and other compliance matters.
• Look for opportunities to provide additional services to clients.
• Prepare correspondence with IRS and state tax authorities.
• Develops and expands technical capabilities that require special training, experience, or knowledge.

Senior Tax Associate

• Responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow
• Assist partners with tax services, including planning, research, and compliance
• Prepare income tax returns for various entities and individuals
• Demonstrate the ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services
• Recognize potential problem areas in projects and discuss them with appropriate team members
• Demonstrate a general understanding of the client's business to identify relevant tax issues
• Suggest client tax planning ideas to the manager or partners
• Interact with clients on tax return information, deadlines, and other compliance matters
• Look for opportunities to provide additional services to clients
• Act as the liaison between the partner, the client, and the professional staff
• Prepare correspondence with IRS and state tax authorities
• Develops and expands technical capabilities that require special training, experience, or knowledge
• Managers develop and train staff and make associations to develop new business for the firm

Tax Manager

IT Support

• Manage, understand, and assist with planning multiple audit assignments in Nonprofit, Benefits Plans, Governmental entities, and other industries.
• Execute the day-to-day activities of audit engagements.
• Coordinate client engagements from start to finish, including overseeing the budget, planning, executing, directing staff, and completing financial statements.
• Prepare all necessary financial statements and related disclosures and management letters, with an eye on quality, thoroughness, and accuracy.
• Identify and communicate technical matters to both clients and firm management.
• Utilize proactive, effective communication with management, staff, and clients.
• Supervise, mentor, and train associates.

Senior Tax Associate

Tax Manager

Audit Manager