Senior Tax Associate

Fortitude Family Office; Scottsdale (AZ); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Annual performance-based bonus

Flexible PTO

Medical, dental, and vision health plans

401(k) retirement benefits

Short- and long-term disability coverage

Support for volunteer and community involvement

Job summary

A financial services firm in Scottsdale is seeking an associate for a full-time position focused on tax planning, preparation, and client meetings. This role offers exposure beyond tax return preparation, encouraging collaboration within a small team environment. Ideal candidates should have an accounting or finance background, with preference for MTax students or recent graduates. Competitive salary and benefits, including flexible PTO and health plans, are offered.

Qualifications

• Self-starting individual who takes responsibility for work.
• Desire to work effectively in a small company environment.
• Ability to communicate with team members effectively.

Responsibilities

• Help prepare, review, and complete various tax returns.
• Assist with tax planning and preparation.
• Participate in cash flow, estate, and balance sheet planning.

Skills

Self-starter

Team collaboration

Microsoft Suite proficiency

Education

Bachelor’s degree in Accounting, Finance, or Tax

Master’s degree in Tax

CPA license in progress or interest

Tools

Microsoft Excel

Microsoft Word

CRM systems

Job description

Fortitude Family Office is seeking MTax students or recent graduates for a full‑time associate or senior associate position on our team. Unlike many roles at tax‑only firms, this position goes beyond tax return preparation, offering meaningful exposure to how our family office serves clients across investments, wealth management, accounting, and outsourced CFO services.

Expectations

• Help prepare, review, and complete individual, trust, partnership, and corporate tax returns
• Assist with tax planning and preparation
• Attend client meetings
• Participate in cash flow planning, estate planning, cash management, and balance sheet planning
• Support the client services and administrative teams as needed or requested

Qualifications

• Self‑starting individual who takes responsibility for 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 Tax required
• Master’s degree in Tax preferred
• CPA license in progress or interest in pursuing CPA certification strongly preferred

Benefits

• Competitive salary and annual performance‑based bonus
• Flexible 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
• 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

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Accounting / Auditing and Finance