1 Wealth Management Firm in Phoenix Hiring Experienced Tax Associate
This Jobot Job is hosted by : Scotty Ross
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.
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