Experienced Tax Professional

1 week ago


Phoenix, Arizona, United States Jobot Full time
Top-Ranked Wealth Management Firm Seeks Experienced Tax Associate

We are a leading wealth management firm in Phoenix, consistently ranked among the top in the industry. We are seeking an experienced tax associate to join our team.

About Us

We have been in business for over a decade, serving a growing number of client families. Our goal is to connect wealth and purpose, helping families achieve their financial goals.

Why Choose Us?
  • We have been named one of the "Best Places To Work" for 8 consecutive years.
  • We have consistently ranked on Financial Advisor Magazine's RIA Survey and Rankings List.
  • We offer above-market salaries, excellent work-life balance, and a comprehensive benefits package.
  • We have a collaborative, fun, and flexible work environment.
Job Details
  • Prepare tax returns for high net worth and ultra-high net worth individuals, partnerships, and S corps.
  • Work with a multi-disciplinary team to implement and deliver integrated tax and financial planning.
  • Communicate directly with clients and their advisors to coordinate service delivery.
  • Develop tax reporting positions, documenting research and conclusions.
  • Assist with complex tax planning and financial modeling.
  • Contribute to training materials and process improvements.

We are looking for a skilled and experienced tax professional to join our team. If you are passionate about tax and finance, we encourage you to apply.



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