HNW Tax Advisor – Family Office & Planning (Hybrid, Phoenix)

Tier4 Group; Phoenix (AZ); Hybrid; USD 72,000 - 88,000; Full time

Job summary

Tier4 Group based in Phoenix, AZ seeks a Tax Advisor to join its growing family office tax team. This role offers exposure to high-net-worth and ultra-high-net-worth clients, with a focus on advanced tax planning beyond compliance.

As part of a multidisciplinary service team, you will prepare and review returns for individuals, partnerships, S-Corporations, and trusts while developing advisory skills across tax, investments, and estate planning.

Qualifications

• Bachelor’s degree in Accounting required.
• Experience preparing individual and pass-through entity returns.
• Exposure to high-net-worth or complex individual clients.
• Strong understanding of individual, partnership, S-Corporation, and trust taxation.
• Comfortable interacting directly with clients and professional advisors.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, S-Corps, and trusts.
• Support tax planning for high-net-worth and ultra-high-net-worth individuals and families.
• Work alongside senior tax professionals to identify tax planning opportunities and strategies.
• Assist with tax projections, financial modeling, and scenario analysis.
• Research complex federal and state tax matters and document conclusions.
• Communicate directly with clients regarding tax matters, documentation, deadlines, and planning opportunities.
• Coordinate with outside CPAs, attorneys, investment professionals, and other client advisors.
• Support integrated planning across tax, investments, estate planning, and other areas of a client’s financial life.
• Develop tax reports and clearly communicate research and recommendations.
• Build trusted relationships with clients while continuing to develop technical and advisory skills.

Skills

Tax experience

CPA designation or progress

Interacting with clients

Education

Bachelor's degree in Accounting

Tools

CCH Engagement

Tax preparation software

Job description

Tier4 Group based in Phoenix, AZ seeks a Tax Advisor to join its growing family office tax team. This role offers exposure to high-net-worth and ultra-high-net-worth clients, with a focus on advanced tax planning beyond compliance.

As part of a multidisciplinary service team, you will prepare and review returns for individuals, partnerships, S-Corporations, and trusts while developing advisory skills across tax, investments, and estate planning.