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Experienced Tax Associate

Jobot
Phoenix, AZ, United States
$80K-$120K a year
Full-time

1 Wealth Management Firm in Phoenix Hiring Experienced Tax Associate

This Jobot Job is hosted by : Dan Asher

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $80,000 - $120,000 per year

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

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

22 days ago
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