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Tax Services Associate

2 months ago

Phoenix, Arizona, United States Jobot Full time
#1 Wealth Management Firm Seeking Senior Tax Consultant

This Jobot Job is hosted by: Scotty Ross

A bit about us:

We are a leading Wealth Management Firm with a strong presence in the industry, dedicated to providing exceptional service to our clients. With over a decade of experience, we have successfully expanded our reach and continue to grow our client base. Our mission is to align financial success with personal values.

Why join us?
  • Recognized as a top employer for multiple consecutive years
  • Featured in Financial Advisor Magazine's RIA Survey and Rankings
  • Competitive salaries with a focus on work-life balance and generous PTO
  • 401(k) plan with full company match
  • Attractive bonuses and clear pathways for career advancement
  • Comprehensive benefits including Medical, Dental, and Vision coverage
  • Supportive and enjoyable work environment that promotes flexibility


Job Responsibilities
  • Prepare and file tax returns for high-net-worth individuals, partnerships, and corporations
  • Collaborate with a team of tax professionals to provide integrated tax and financial planning services
  • Liaise with clients and their advisors to ensure seamless service delivery
  • Develop tax reporting strategies and document research findings
  • Support complex tax planning initiatives and financial modeling efforts
  • Assist in creating training materials and enhancing operational processes


We look forward to connecting with you