Experienced Tax Associate

#1 Wealth Management Firm in Phoenix Hiring Experienced Tax Associate

  • Phoenix, AZ
  • $80,000 - $120,000
  • Managed by Jobot Pro: Scotty Ross
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A bit about us:

Top-ranked Wealth Management Firm in Phoenix looking to hire Experienced Tax Associate. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.

Why join us?

  • Just earned "Best Places To Work” For the 8th Consecutive Year!
  • Consistently 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 Details

  • Prepare tax returns including HNW and UHNW Individuals, Partnerships, and S Corps
  • Work with other tax professionals on a multi-disciplinary client service team implementing and delivering integrated tax and financial planning
  • Communicate directly with clients and their other professional advisors to coordinate the delivery of services
  • Developing tax reporting positions including documenting and summarizing research and conclusions
  • Assist with complex tax planning and financial modeling
  • Assist other tax professionals to develop training materials and improve processes
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Phoenix, AZ
Job Type
$80,000 - $120,000