Tax Operations Associate

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
• Bachelor’s 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.