Senior Tax Associate

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. A Senior Tax Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.

Senior Tax Associate
 

Summary:

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s character. The truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out.  We aim to help people live fulfilled, prosperous lives by being one of those inspired firms. 

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of Phoenix Business Journal’s top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for in Arizona.  Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.

A Senior Tax Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.  The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively.  This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.

Duties and Responsibilities: 

Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
Coordinates tax services for clients
Analyzes and resolves basic client issues using sound judgment based on experience
Provides leadership and coaching to tax associates, interns and other employees
 

Qualifications:

CPA certification required
Master’s degree in Tax from an accredited university (preferred)
4 or more years current public accounting experience including individual and trust taxation preparation and review
Currently working at senior associate level or equivalent
Supervisory experience required
Extensive knowledge of federal, state, and local income tax laws