ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Fortitude Family Office
Scottsdale, AZ, United States
The Opportunity Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services –
Job Source: Fortitude Family OfficeThe Judson Group
Phoenix, AZ, United States
Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience ha
Job Source: The Judson GroupBeacon Pointe
Scottsdale, AZ, United States
Associate Wealth Advisor | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This indivi
Job Source: Beacon PointeThe Judson Group
Scottsdale, AZ, United States
Associate Wealth Advisor | Scottsdale, Arizona Reference Number: HRJ7283 Location: Scottsdale, Arizona Judson Group has been retained by a growing independent advisory firm in their search for an Associate Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial planning with ex
Job Source: The Judson GroupCresset
Scottsdale, AZ, United States
About Cresset Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment a
Job Source: CressetFinancial Planning Association
Scottsdale, AZ, United States
Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firms’ owner, we go out
Job Source: Financial Planning AssociationMission Wealth
Scottsdale, AZ, United States
Job Description Job Description Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future. We’re hir
Job Source: Mission WealthPwC
Phoenix
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact ta
Job Source: PwCScottsdale, AZ, United States
The Opportunity
Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.
The Expectations
Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
Prepare, review, and complete individual, trust, partnership, and corporate tax returns
The Qualifications
5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
In-depth knowledge of tax or investments
Accuracy, attention to detail, and the ability to explain complex information clearly and simply
Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
Bachelor’s degree in accounting, finance, or related field
CFA, CPA, or CFP preferred
The Benefits
Competitive salary and annual performance-based bonus
Flexible work arrangements
Unlimited PTO and 10 paid holidays per year
Medical, dental, and vision health plans with generous employer contribution
Supplemented health savings account (HSA)
Short and Long-term disability coverage paid for by employer
Flexible 401(k) retirement benefits with employer contributions
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement
#J-18808-Ljbffr
Wealth & Tax Advisor jobs in Scottsdale, AZ, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.