Senior Tax Professional

1 week ago


Phoenix, Arizona, United States Jobot Full time
Top-Ranked Wealth Management Firm in Phoenix seeks a skilled Tax Associate to join our team. With 12+ years of continuous growth, we help families connect wealth and purpose.

Why Choose Us?
  • Named to Financial Advisor Magazine's RIA Survey and Rankings List
  • Above market salaries and excellent Work/Life balance and PTO
  • 401(k) plan with 100% vested company match
  • Generous bonuses and opportunities for growth
  • Comprehensive benefits package including Medical, Dental, and Vision plans
  • Collaborative, fun, flexible work environment


Job Responsibilities:
  • Prepare tax returns for HNW and UHNW Individuals, Partnerships, and S Corps
  • Work with other tax professionals on a multi-disciplinary client service team
  • Communicate directly with clients and their advisors to coordinate services
  • Develop tax reporting positions and improve processes
  • Assist with complex tax planning and financial modeling


Requirements:
  • Experience in tax preparation and planning
  • Strong communication and teamwork skills
  • Ability to work in a fast-paced environment


Apply Now: If you're a motivated and detail-oriented professional looking for a challenging role, apply today

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