Tax Operations Associate

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Job details

Hybrid schedule, 12 years in a row best places to work award, bonus, full benefits!

This Jobot Job is hosted by Dan Asher

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $60,000 - $75,000 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

Responsibilities

• Electronic and paper processing & filing of returns
• Drafting exhibits and tax agreements
• Generating invoices and invoice follow up
• Processing tax payments
• Timely tracking and completion of Salesforce tasks and processes
• Assist with administrative projects
  
  

Required Qualifications

• Must possess exceptional attention to detail and outstanding analytical skills
• Ability to compose professional business correspondence
• Ability to multi-task in supporting different advisors across tax and family office services
• Can adeptly handle quick turnaround tasks and varying priorities at the same time, while thinking critically and responding appropriately
• Organized with strong self-review skills
• Ability to work well in a fast-paced environment
• Ability to work independently with minimal supervision
• Confidence to work closely with advisors and clients to execute various tasks
• Excellent communication and listening skills
• Proficiency with Microsoft Office Suite, Outlook, Excel, Adobe, Word
  
  

Preferred Qualifications

• Tax experience
• Bachelor’s Degree
• Salesforce
  
  

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

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!