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    Senior Tax Associate - Scottsdale, United States - Mission Wealth

    Mission Wealth
    Mission Wealth Scottsdale, United States

    2 weeks ago

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    Description
    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 hiring a dynamic

    Senior Tax Associate

    to join our high-performing

    Wealth Strategy Department .

    The Senior Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax centric documents and planning support to high-net-worth families.

    This position requires flexibility, excellent verbal and written communication skills, and attention to detail.

    Day-to-Day as Senior Tax Associate:
    Work closely with the Wealth Advisors and our high-net-worth clients to provide an integrated tax/wealth experience.
    Assist with preparing federal and multi-state individuals and trust income tax returns.

    Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.

    Review documents and tax returns for accuracy.
    Coordinate and communicate with other team members to perform job functions.
    Other various assigned projects associated with tax and wealth services.

    What You Bring as Senior Tax Associate:
    Bachelor's degree in Accounting or related field
    4+ years of CPA or EA work experience
    Knowledge of tax laws and concepts
    Familiarity with Form 1040 and/or Form 1041
    Strong technical skills
    Attention to detail and ability to take initiative to meet deadlines
    Strong communications skills (written/verbal) and professionalism
    Ability to work independently and remain flexible as priorities change
    Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint
    Excellent organizational skills, ability to multi-task, detail-oriented
    Able to navigate a fast-paced environment with a positive attitude

    Job Type :
    Full-time

    Location :

    This position is based out of one of our offices – Austin, Chicago, Greensboro, Salt Lake City, San Diego, Santa Barbara, Scottsdale, or Seattle, Walnut Creek.


    Salary :
    $75,000-$85,000 base, plus bonus

    For further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity.

    Mission Wealth offers competitive salary + team-based bonus plan |

    medical/dental/vision

    benefits | 401K | PTO and VTO.

    #J-18808-Ljbffr
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