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Wealth & Tax Advisor

Scottsdale, AZ 85258

Industry: Accounting / Finance Job Number: 3270

Job Description

Wealth & Tax Advisor

The Opportunity

Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.


The Expectations
  • Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
  • Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
  • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
  • Prepare, review, and complete individual, trust, partnership, and corporate tax returns


The Qualifications
  • 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
  • In-depth knowledge of tax or investments
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply
  • Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
  • Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
  • Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
  • Bachelor’s degree in accounting, finance, or related field
  • CFA, CPA, or CFP required


The Benefits
  • Competitive salary and annual performance-based bonus
  • Flexible work arrangements
  • Unlimited PTO and 10 paid holidays per year
  • Medical, dental, and vision health plans with generous employer contribution
  • Supplemented health savings account (HSA)
  • Short and Long-term disability coverage paid for by employer
  • Flexible 401(k) retirement benefits with employer contributions
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

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About Scottsdale, AZ

Ready to embark on a career adventure in Scottsdale, Arizona? This vibrant city nestled in the heart of Maricopa County offers a perfect blend of desert landscapes, world-class resorts, and a thriving arts scene, promising endless growth opportunities for job seekers. From exploring the iconic Camelback Mountain to indulging in Southwestern cuisine at local favorites like The Mission, Scottsdale is a place where career aspirations and quality of life harmoniously coexist. With nearby attractions like the Scottsdale Museum of Contemporary Art, Taliesin West, and the Scottsdale Stadium - home to the San Francisco Giants during spring training - there is no shortage of unique experiences waiting to be discovered. Dive into our job listings today and unlock your full potential in this dynamic and enchanting city!