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A bit about us:

Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager). with a background in UHNW clientele. 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
  • Hybrid Schedule - 2 days a week work from home

Job Details

Responsibilities
  • Electronic and paper processing & filing of returns
  • Drafting exhibits and tax agreements
  • Generating invoices and invoice follow up
  • Processing tax payments
  • Timely tracking and completion of Salesforce tasks and processes
  • Assist with administrative projects

Required Qualifications
  • Must possess exceptional attention to detail and outstanding analytical skills
  • Ability to compose professional business correspondence
  • Ability to multi-task in supporting different advisors across tax and family office services
  • Can adeptly handle quick turnaround tasks and varying priorities at the same time, while thinking critically and responding appropriately
  • Organized with strong self-review skills
  • Ability to work well in a fast-paced environment
  • Ability to work independently with minimal supervision
  • Confidence to work closely with advisors and clients to execute various tasks
  • Excellent communication and listening skills
  • Proficiency with Microsoft Office Suite, Outlook, Excel, Adobe, Word

Preferred Qualifications
  • Tax experience
  • Bachelor’s Degree
  • Salesforce
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