Experienced Tax Professional

1 month ago


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

This opportunity is presented by Jobot.

About Us:

We are a leading Wealth Management Firm with a strong presence in the industry, dedicated to serving our clients with excellence. Our firm has been operational for over a decade, continuously expanding our client base and enhancing our service offerings. We aim to align our clients' financial strategies with their personal values and goals.

Why Work With Us?
  • Recognized as one of the "Best Places To Work" for multiple consecutive years
  • Featured in Financial Advisor Magazine's prestigious RIA Survey and Rankings
  • Competitive salary packages with a focus on work-life balance and generous PTO
  • Robust 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 dynamic work culture that promotes collaboration


Position Overview:
  • Prepare and file tax returns for high-net-worth individuals, partnerships, and S Corporations
  • Collaborate with a team of tax professionals to provide integrated tax and financial planning services
  • Engage with clients and their advisors to ensure seamless service delivery
  • Develop tax reporting strategies, including thorough documentation and analysis
  • Assist in complex tax planning initiatives and financial modeling
  • Support team members in creating training resources and enhancing operational processes


We look forward to discussing this opportunity further.

  • Phoenix, Arizona, United States Jobot Full time

    Job Title: Experienced Tax ManagerJoin Jobot, a leading wealth management firm in Arizona, as we seek an experienced tax manager to lead our tax operations team.About the Role:We are seeking a highly skilled tax professional to manage all aspects of our tax operations, including tax planning, compliance, and reporting. The ideal candidate will have a strong...


  • Phoenix, Arizona, United States Jackson Hewitt Full time

    About the RoleWe are seeking a highly skilled and experienced tax preparer to join our team at Jackson Hewitt. As a Seasonal Experienced Tax Preparer, you will play a critical role in providing expert guidance and support to our clients during tax season.Key ResponsibilitiesConduct face-to-face tax interviews with clients to understand their tax needs and...


  • Phoenix, Arizona, United States Jobot Full time

    Top-Ranked Wealth Management Firm Seeks Experienced Tax AssociateWe 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 UsWe have been in business for over a decade, serving a growing number of client families. Our goal is to connect wealth and...


  • Phoenix, Arizona, United States Jobot Full time

    About the RoleWe are seeking an experienced tax professional to join our team as a Tax Associate. As a key member of our tax department, you will be responsible for preparing tax returns for high net worth individuals, partnerships, and S corporations.Key ResponsibilitiesPrepare tax returns for complex clients, including high net worth individuals,...


  • Phoenix, Arizona, United States Jackson Hewitt Full time

    About the Role:We are seeking an experienced tax preparer to work with us at Jackson Hewitt in Phoenix, AZ. This role will be based out of a Walmart location and offers a great opportunity to work with a well-established company in the tax preparation industry.Key Responsibilities:Prepare and file accurate tax returns for clientsProvide exceptional customer...


  • Phoenix, Arizona, United States Jobot Full time

    Job OpportunityWe are a top-ranked Wealth Management Firm in Phoenix seeking an Experienced Tax Associate to join our team.About UsWe have been in business for 12+ years, consistently growing the number of client families we serve. Our goal is to connect wealth and purpose for our clients.Why Choose Us?We have been named to Financial Advisor Magazine's RIA...


  • Phoenix, Arizona, United States INTEGRITY BOOKKEEPING & TAX SERVICE LLC Full time

    Job OpportunityWe are seeking a highly skilled and experienced Tax Return Preparer to join our team at Integrity Bookkeeping & Tax Service LLC.The ideal candidate will have a minimum of 1 year of experience in tax return preparation and possess strong computer skills, including proficiency in Excel and Word. Knowledge of TaxSlayer Pro Software and QuickBooks...


  • Phoenix, Arizona, United States Jobot Full time

    Job OpportunityWe are seeking an experienced Tax Manager to join our team at Jobot, a leading wealth management firm in Arizona.About the RoleManage all tax operations, including tax planning, compliance, and reporting.Ensure compliance with local, state, and federal tax laws and regulations.Prepare and review tax returns, and quarterly and annual tax...


  • Phoenix, Arizona, United States Jobot Full time

    Job Summary:We are seeking an experienced Tax Manager to join our team at Jobot, a leading wealth management firm in Arizona. As a Tax Manager, you will be responsible for managing all aspects of our tax operations, including tax planning, compliance, and reporting.Key Responsibilities:Manage tax planning, compliance, and reporting for the company.Ensure...


  • Phoenix, Arizona, United States Jackson Hewitt - 1358 Full time

    About the RoleWe are seeking an experienced tax professional to join our team at Jackson Hewitt located in Phoenix, AZ. This role will be based out of a Walmart location and offers a great opportunity to work with a well-established company in the tax preparation industry.Key ResponsibilitiesPrepare and file accurate tax returns for clientsProvide...


  • Phoenix, Arizona, United States INTEGRITY BOOKKEEPING & TAX SERVICE LLC Full time

    Job OpportunityAt Integrity Bookkeeping & Tax Service LLC, we are seeking a skilled Tax Return Preparer to join our team on a part-time basis during the 2024 tax season. As a Tax Return Preparer, you will be responsible for preparing tax returns for our clients, reviewing prepared tax returns for accuracy, and packaging tax returns for customer pickup or...


  • Phoenix, Arizona, United States Jobot Full time

    {"h1": "Experienced Tax Manager at Jobot", "p": "We are seeking an experienced tax manager to join our team at Jobot, a leading wealth management firm in Arizona. As a tax manager, you will be responsible for managing all tax operations, including tax planning, compliance, and reporting. You will ensure compliance with local, state, and federal tax laws and...


  • Phoenix, Arizona, United States LOUTOS CONSULTING A PROFESSIONAL CO Full time

    Job OpportunityWe are seeking a skilled Tax Preparer to join our team at Loutos Consulting, a boutique tax preparation and planning firm in North Central Phoenix.The ideal candidate will have several years of experience in tax preparation, with a strong working knowledge of tax preparation software, particularly Lacerte. They will be responsible for...

  • Tax Manager

    2 weeks ago


    Phoenix, Arizona, United States Professional Recruiters Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at SEMICONDUCTOR COMPANY Arizona. As a key member of our financial operations team, you will play a pivotal role in ensuring the company's tax compliance and optimizing tax returns.Key Responsibilities:Strategic Tax Planning: Collaborate with our leadership team to develop...

  • Tax Manager

    3 weeks ago


    Phoenix, Arizona, United States Professional Recruiters Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at SEMICONDUCTOR COMPANY Arizona. As a key member of our financial operations team, you will play a pivotal role in ensuring the company's tax compliance and strategic tax planning.Key Responsibilities:Strategic Tax Planning: Collaborate with our leadership team to develop...


  • Phoenix, Arizona, United States Jobot Full time

    Top-ranked Wealth Management Firm in Phoenix seeks Experienced Tax Associate to join their team. With 12+ years of continuous growth, they aim to connect wealth and purpose for families. As a key member, you will prepare tax returns, work with other tax professionals, and communicate with clients and their advisors. You will also develop tax reporting...

  • Tax Professional

    1 week ago


    Phoenix, Arizona, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will play a key role in providing expert tax advice to our clients and ensuring compliance with all relevant tax laws and regulations.Key ResponsibilitiesProvide technical tax preparation services to clientsConduct tax research and analysis to ensure...

  • Tax Professional

    1 day ago


    Phoenix, Arizona, United States CyberCoders Full time

    Job Title: Tax SeniorLocation: Hybrid in Phoenix, AZ - flexible scheduleSalary: $65,000 - $105,000 DOE + 3 weeks PTO, 401(k), Profit SharingWe're a CPA firm with a strong reputation in the community, seeking an experienced Tax Senior to join our growing team. As a leader in our firm, you'll have the opportunity to work on high-volume return prep and review,...

  • Tax Professional

    2 weeks ago


    Phoenix, Arizona, United States Jobot Full time

    About UsWe are a comprehensive multi-family office dedicated to serving our clients with expertise and innovation. Our core values prioritize client loyalty, depth of experience, and continuous improvement in wealth management.Why Choose UsMeaningful and impactful work with top clientsCompetitive base salary and bonus packageComplete benefits package and...

  • Tax Professional

    7 days ago


    Phoenix, Arizona, United States Jobot Full time

    About UsWe are a comprehensive financial services firm dedicated to serving our clients with expertise and innovation. Our multi-family office model is built on a foundation of loyalty, depth of experience, and a commitment to innovation in wealth management.We strive to be an example of a broken financial industry, prioritizing our people and promoting a...