Demo

Tax Operations Associate

Harrison Gray Search & Consulting
Phoenix, AZ Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/15/2025

Job Description

Job Description

Harrison Gray Search has partnered with a fast-growing multi-family office as they add a Tax Operations Associate to their team in Phoenix.

About the Firm :

Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, estate planning, and accounting to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact.

Position Overview :

  • Organize, manage, and maintain accurate electronic and paper filing systems for tax returns, ensuring compliance with regulatory requirements and efficient retrieval of documents
  • Prepare exhibits and draft tax agreements, collaborating with team members to ensure accuracy and consistency
  • Generate and issue invoices in a timely manner, proactively following up on outstanding payments
  • Accurately process tax payments, verifying details to maintain financial integrity and compliance with tax obligations
  • Monitor, track, and complete tasks within Salesforce, maintaining up-to-date records and ensuring seamless workflow management
  • Provide support on administrative projects

Required Qualifications :

  • Exceptional attention to detail and strong analytical abilities
  • Proficiency in composing professional business correspondence
  • Capability to multitask and support multiple advisors across tax and family office services
  • Ability to manage quick-turnaround tasks and shifting priorities with critical thinking and appropriate responses
  • Highly organized with effective self-review skills
  • Comfortable working in a fast-paced environment
  • Ability to work independently with minimal supervision
  • Confidence in collaborating with advisors and clients to execute tasks
  • Excellent communication and active listening skills
  • Proficient in Microsoft Office Suite, including Outlook, Excel, Adobe, and Word
  • Preferred Qualifications :

  • Experience in tax-related roles
  • Bachelors Degree
  • Familiarity with Salesforce
  • What makes this firm special :

  • Career Growth : Opportunities for professional development and clear career paths within the firm.
  • Collaborative Environment : Work alongside talented professionals in a supportive, team-focused culture.
  • Work-Life Balance : Our client prioritizes balance for their employees. After an initial onboarding period, this role will be hybrid (3 days in office, 2 days WFH)
  • Compensation and Benefits :

  • Competitive compensation commensurate with experience
  • 401(k) with Safe Harbor Match.
  • Four weeks of PTO starting immediately.
  • Annual cell phone allowance.
  • Medical coverage (90% of premiums are covered for both employees and dependents)
  • HSA with annual employer contribution.
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