Highly Skilled Tax Professional Wanted for Wealth Management Firm
6 days ago
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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