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    Wealth & Tax Advisor - Scottsdale, United States - Fortitude Family Office

    Fortitude Family Office
    Fortitude Family Office Scottsdale, United States

    3 weeks ago

    Default job background
    Description
    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 required
    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
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