Multi Family Office -Tax professionals/ All Levels
On-site · Phoenix, Arizona, United States
Job Summary
Tax Advisors – Ultra High Net Worth Clients – Multi Family Office in Phoenix, AZ. Responsible for providing compliance services and sophisticated tax planning for diverse UHNW clients. Prepare and review complex tax returns (individual, trust, partnership, and corporate); develop and implement tax planning strategies for HNW individuals, families, family offices, and closely held businesses; research and analyze complex tax issues to optimize client strategies; advise clients on the tax implications of investment strategies and financial decisions; stay current with tax laws and regulations to ensure compliance; monitor tax deadlines and internal processes to support timely filings; serve as a resource to colleagues on complex tax matters and recommendations; build and maintain strong relationships with clients and engagement teams.
Required Qualifications
- B.S. degree in Accounting
- 3+ years of experience in tax compliance and planning
- Exceptional communication and interpersonal skills
- Ability to manage multiple projects with accuracy and attention to detail
- Creative problem-solving skills and responsiveness
- Master’s in Taxation, CFP, PFS, and/or CPWA designation(s) a plus
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