Senior Tax Associate: Drive Returns & Planning | Hybrid

Fortitude Family Office, LLC; Phoenix (AZ); Ibrido; USD 90.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Employer-paid premiums

HSA contribution

401(k) with company match

Paid time off & holidays

Professional certifications support

Performance bonus

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

US tax preparation

Attention to detail

Communication of complex work

Tax software experience

Excel

Salesforce / CRM

Formazione

Bachelor's in accounting/finance/tax

Strumenti

Tax software

Excel

Salesforce / CRM

Descrizione del lavoro

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.