Tax Associate
- $75,000 - $120,000
- 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
1-3 years experience required
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.