What are the responsibilities and job description for the Tax Specialist position at Vestpointe Wealth Management?
Take your accounting career to the next level with a professional finance team that values expertise and precision! Vestpointe Wealth Management, LLC, located in Scottsdale, AZ, is seeking a full-time Tax Specialist!
With a competitive salary range of $120,000 - $150,000/year and benefits designed for your success, this accounting role offers a unique opportunity to make a lasting impact. Let's explore the details.
We offer great perks and benefits. This includes:
- Health insurance
- HSA/FSA
- Bonus structure
- PTO
- Flexible schedule
- Growth opportunities
- A 401(k) with safe harbor
- Some flexibility to work from home
OUR MISSION
For over two decades, Vestpointe Wealth Management has worked tirelessly to transform the financial landscape for our clients and deliver the best outcomes for their changing needs. Our firm began when our founders observed the limitations of traditional brokerage practices and decided to create a better way. With over 30 years of experience, our skilled finance team delivers comprehensive, personalized investment advisory, estate planning, and tax services. We pride ourselves on our collaborative, growth-oriented culture, where we work together to achieve incredible things. If you're ready to grow in the finance industry and make a meaningful impact, apply today!
YOUR SCHEDULE
As a Tax Specialist, you will work a consistent schedule, working Monday through Friday from 8:00 AM to 5:00 PM. This is a full-time, in-office role that provides structure and the opportunity for close collaboration with a dedicated team.
YOUR DAY
As a Tax Specialist, you will serve as a key player in our tax operations, working directly with clients to provide personalized and proactive advice. You will manage the review and preparation of individual, corporate, and partnership tax returns while designing strategic tax planning solutions to meet each client's unique needs. You will conduct detailed research to ensure compliance with current regulations and identify opportunities for optimization.
REQUIREMENTS
- Valid CPA license
- Proficiency with Lacerte, Sureprep, and QuickBooks software
ARE YOU READY FOR THIS EXCITING OPPORTUNITY?
Take the next step in your accounting career by completing our 3-minute, mobile-friendly initial application today. We can't wait to hear from you!
Salary : $120,000 - $150,000
