Top-Ranked Wealth Management Firm in Phoenix, AZ, hiring Experienced Tax Associate!

This Jobot Job is hosted by: Scotty Ross
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000 - $120,000 per year

A bit about us:

Top-ranked Wealth Management Firm in Phoenix, AZ, is looking to hire an Experienced Tax Associate. Been in business for 11+ 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 opportunity for growth
• Comprehensive benefits package including Medical, Dental, and Vision plans
• Collaborative, fun, flexible work environment
• 70 employees and growing

Job Details

• Prepare tax returns including Individuals, Partnerships, S Corps, and Trusts
• 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.