What are the responsibilities and job description for the Tax Operations Associate position at Harrison Gray Search & Consulting?
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 :
Preferred Qualifications :
What makes this firm special :
Compensation and Benefits :