Job Description

Job Description

Job Description

Hybrid Schedule, Bonus + Profit Sharing - 4 weeks PTO!

This Jobot Job is hosted by: Dan Asher
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $140,000 - $180,000 per year

A bit about us:

Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager). with a background in UHNW clientele. 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
• Hybrid Schedule - 2 days a week work from home

Job Details

Position can be considered fully remote if residing in MST time zone and open to some travel. Must meet all requirements for remote consideration.

• Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
• Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements
• Collaborate with specialists regarding state and local taxation and international taxation
• Provide leadership, training and career mentorship to staff and supervisor level team members

Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

Requirements

• Bachelor's degree in accounting or business-related field
• CPA license in one's principal place of business/home state, licensed J.D. or enrolled agent
• Minimum of 5 years of experience working in public accounting with an emphasis on taxation for UHNW and HNW clients. Most recent years should include experience in managing client engagements
• Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
• Familiar with multi-state taxation
• Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously

Nice-to-haves

• CFP (Highly preferred)
• Master's in Accounting or similar

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

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Job Tags

Local area, Flexible hours, 2 days per week,

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