Senior Tax Associate

Fortitude Family Office; Phoenix (AZ); Híbrido; USD 90.000 - 125.000; Tempo integral

Benefícios oferecidos por esta vaga

Health benefits

Employer-paid premiums

HSA contribution

401(k) with company match

Paid time off & holidays

Professional certifications support

Performance bonus

Resumo da vaga

Fortitude Family Office, LLC is seeking a Tax Associate to prepare complex returns for UHNW families, including trusts and partnerships, with increasing responsibility. You will review work of associates, develop projections and year-end planning, and coordinate with wealth, accounting, and investment teams.

The role emphasizes attention to detail, independence, and collaboration within a small team on a hybrid in-office schedule after an initial 90-day period.

Qualificações

• 2–4 years of US income tax preparation experience.
• Bachelor's degree in accounting, finance, or tax; Master's in Tax preferred.
• CPA license, or actively working toward it.
• Experience with tax software, Excel, and Salesforce or another CRM.

Responsabilidades

• Prepare complex individual, trust, partnership, corporate, and gift returns with minimal oversight.
• Do first-level review of returns and workpapers prepared by associates.
• Build tax projections, estimated payments, and year-end planning.
• Research and draft responses to IRS and state notices.
• Coordinate with the wealth, accounting, and investment teams on source documents and K-1s.
• Help train associates and interns.

Conhecimentos

US tax preparation

Attention to detail

Communication of complex work

Tax software experience

Excel

Salesforce / CRM

Formação

Bachelor's in accounting/finance/tax

Ferramentas

Tax software

Excel

Salesforce / CRM

Descrição da vaga

Location / Type: Full-time | Scottsdale, AZ | Hybrid

About Fortitude

Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona. We serve ultra-high-net-worth families with more than $3 billion in net worth under advisement, and we bring investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof, so our clients don't have to coordinate a patchwork of outside professionals. Inc. Regionals recognized Fortitude as one of the fastest-growing companies in the Southwest.

The Opportunity

You'll prepare complex returns for families with trusts, partnerships, and closely held businesses, with less oversight than an associate. You'll also do first-level review of associate work and start taking on projections and planning. This is the step between preparing returns and managing a family's tax relationship.

What You'll Do

• Prepare complex individual, trust, partnership, corporate, and gift returns with minimal oversight
• Do first-level review of returns and workpapers prepared by associates
• Build tax projections, estimated payments, and year-end planning
• Research and draft responses to IRS and state notices
• Coordinate with the wealth, accounting, and investment teams on source documents and K-1s
• Help train associates and interns

What We're Looking For

• 2–4 years of US income tax preparation experience
• Bachelor's degree in accounting, finance, or tax; Master's in Tax preferred
• CPA license, or actively working toward it
• Strong attention to detail and the ability to explain your work clearly
• You take ownership of your work and see it through, and you keep the team in the loop
• You do well on a small team where everyone wears a few hats
• Experience with tax software, Excel, and Salesforce or another CRM
• Annual performance-based bonus
• Hybrid: fully in office for your first 90 days, then three days a week in the office
• 4 weeks of paid time off plus 10 paid holidays
• Medical, dental, and vision with generous employer-paid premiums, plus an employer HSA contribution
• Employer-paid disability and life insurance, plus a company-paid pet care membership
• 401(k) with an employer contribution, plus profit sharing and a cash balance plan
• Paid certifications and continuing education, plus a client referral bonus program
• Quarterly team events and volunteer days, the Fortitude Olympics, a golf simulator, and a fully stocked kitchen

• Fortitude Family Office is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by law.