Senior Tax Associate at Jobot

#1 Wealth Management Firm in Phoenix Hiring Experienced Tax Associate. Hybrid Schedule, 4 weeks PTO!

This Jobot Job is hosted by: Dan Asher
Are you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume.
Salary: $110,000 - $140,000 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 11th Consecutive Year!
• Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
• Above market salaries and excellent Work/Life balance and 4 weeks PTO
• 401(k) plan with 100% vested company match
• Generous bonuses, profit sharing, and opportunities for growth
• Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
• 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

3-5 years experience required

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