Jobot
Experienced Tax Associate
Jobot, Phoenix, AZ, United States
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" button
and 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
- 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.