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Job Title


Experienced Tax Associate


Company : Jobot


Location : phoenix, AZ


Created : 2024-09-18


Job Type : Full Time


Job Description

#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" 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 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.