Certified Public Accountant

About the Role

BDT & Associates, Inc, a financial advisory firm in Yuma, AZ is seeking a highly qualified and proactive Certified Public Accountant (CPA) to lead the establishment and development of a new tax services practice within our firm. The ideal candidate will have at least five years of experience in accounting and preparation, with demonstrated expertise in both individual and corporate tax matters.

This position presents a unique opportunity to build and shape a vital service area within our firm, engaging directly with a distinguished client base and collaborating with a team committed to excellence, integrity, and delivering exceptional client outcomes.

• Lead and oversee comprehensive tax engagements for individual clients, small businesses, and corporations
• Prepare, review, and finalize complex tax returns (1040, 1120, 1120S, 1065) and accurate financial statements
• Provide strategic tax planning, projections, and consulting services for individuals and business entities
• Develop, evaluate, and present detailed budget plans for both personal and business entities
• Ensure strict adherence to federal, state, and local tax regulations, filing requirements, and deadlines
• Monitor and apply industry trends, regulatory updates, and best practices to enhance service delivery

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree preferred)
• Active CPA license in Arizona or eligibility to transfer credentials
• Minimum of 5 years of progressive experience in public accounting or a senior-level finance position
• In-depth knowledge of Generally Accepted Accounting Principles (GAAP), tax laws, and regulatory compliance standards
• Proficient in industry-standard software, including Quick Books, Lacerte, Drake Tax, or similar platforms
• Strong analytical mindset with outstanding organizational and leadership capabilities
• Excellent verbal and written communication skills, with a client-first approach to service
• Committed to delivering high-quality work and willing to go above and beyond during peak periods, including tax season

• 401(k) Plan
• Paid Sick Time
• Paid Time Off
• Continuing Education Reimbursement

• Monday to Thursday: 8am-5pm
• Friday: 8am-3:30pm
• Extended hours and weekends during peak tax season

In person