Senior Tax Associate
- $110,000 - $140,000
- Phoenix, AZ
#1 Wealth Management Firm in Phoenix Hiring Experienced Tax Associate. Hybrid Schedule, 4 weeks PTO!
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 11th Consecutive Year!
- Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
- Above market salaries and excellent Work/Life balance and 4 weeks PTO
- 401(k) plan with 100% vested company match
- Generous bonuses, profit sharing, and opportunities for growth
- Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
- 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
3-5 years experience required