Highly Skilled Tax Professional Wanted for Wealth Management Firm

6 days ago


Phoenix, Arizona, United States Jobot Full time
Wealth Management Firm in Phoenix Seeks Experienced Tax Associate
This Jobot Job is hosted by Dan Asher.
A highly respected Top-ranked Wealth Management Firm in Phoenix is looking to hire an Experienced Tax Associate. Our company has maintained continuous growth in the number of client families we serve over 12+ years, with a goal to help families by connecting wealth and purpose.

Why Work with Us?
  • We have been named one of the Best Places To Work for 11 consecutive years.
  • We consistently rank on Financial Advisor Magazine's RIA Survey and Rankings List.
  • Above market salaries and excellent work-life balance, including 4 weeks PTO.
  • A comprehensive benefits package, including Medical, Dental, and Vision plans (90% paid by company for employee and dependents).
  • Collaborative, fun, flexible work environment.

About the Job
  • The successful candidate will prepare tax returns for HNW and UHNW Individuals, Partnerships, and S Corps.
  • They will work with other tax professionals on a multi-disciplinary client service team to implement and deliver integrated tax and financial planning.
  • Direct communication with clients and their advisors will be key to coordinating services.
  • Developing tax reporting positions, documenting research and conclusions, and summarizing findings are all part of this role.
  • Complex tax planning and financial modeling support will also be required.

Requirements
  • 3-5 years of experience as a tax professional.

Salary Information
$110,000 - $140,000 per year.

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