Sr. Tax Associate

Jobot; Scottsdale (AZ); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

PTO + holidays

Health, dental, vision insurance

HSA funding

Life & disability insurance

401(k) contributions + profit sharing

Professional growth & certifications

Team events & volunteering

Job summary

Jobot is seeking a Sr. Tax Associate in Scottsdale, AZ for a hybrid, permanent role with a private multi-family office serving ultra-high-net-worth families. You will prepare complex tax returns and support planning, with collaboration across wealth management and accounting teams.

The role requires 2–4 years of U.S. tax prep, CPA or CPA track, and strong attention to detail. Hybrid schedule starts onsite, then three days/week in office, with competitive compensation and benefits.

Qualifications

• 2–4 years of U.S. income tax preparation experience.
• Bachelor's degree in Accounting, Finance, or Tax; Master's in Tax preferred.
• CPA license or actively pursuing licensure.

Responsibilities

• Prepare complex individual, trust, partnership, corporate, and gift tax returns with minimal supervision.
• Perform first-level reviews of tax returns and supporting workpapers.
• Develop tax projections, calculate estimated payments, and support year-end tax planning strategies.
• Research and draft responses to IRS and state tax notices, coordinating tax documentation and K-1s with internal teams.
• Help train and mentor associates and interns while owning assigned client work and deadlines.

Skills

Attention to detail

Communication skills

Independent work

Education

Bachelor's in Accounting/Finance/Tax

Master's in Tax (preferred)

Tools

Tax software

Excel

Salesforce / CRM

Job description

Sr. Tax Associate

$80000 - $100000 per year | Scottsdale, AZ | Hybrid | Permanent

Senior Tax Associate | Complex HNW Tax Returns, Planning & Career Growth | Scottsdale Hybrid Opportunity

A bit about us:

We are a privately owned, fully integrated multi-family office serving ultra-high-net-worth families with more than $3 billion in net worth under advisement. Our team brings tax, accounting, wealth management, investment advisory, philanthropy, and personal CFO services together under one roof. Recognized as one of the fastest-growing companies in the Southwest, we offer a collaborative environment where professionals can grow their expertise while delivering highly personalized client service.

Why join us?

• Competitive Compensation: Annual performance-based bonus opportunity.


• Excellent Time Off: Four weeks of PTO plus 10 paid holidays.


• Comprehensive Benefits: Medical, dental, and vision coverage with generous employer contributions, HSA funding, and employer-paid life and disability insurance.


• Long-Term Financial Rewards: 401(k) contributions, profit sharing, and a cash balance retirement plan.


• Professional Growth and Culture: Paid certifications and continuing education, client referral bonuses, team events, volunteer opportunities, and a collaborative workplace.

Job Details

• Prepare complex individual, trust, partnership, corporate, and gift tax returns with minimal supervision.


• Perform first-level reviews of tax returns and supporting workpapers prepared by associates.


• Develop tax projections, calculate estimated payments, and support year-end tax planning strategies.


• Research and draft responses to IRS and state tax notices, while coordinating tax documentation and K-1s with internal wealth management, accounting, and investment teams.


• Help train and mentor associates and interns while taking ownership of assigned client work and deadlines.

What We're Looking For:

• 2-4 years of U.S. income tax preparation experience.


• Bachelor's degree in Accounting, Finance, or Tax; Master's in Tax preferred.


• CPA license or actively pursuing CPA licensure.


• Strong attention to detail, communication skills, and ability to work independently.


• Familiarity with tax software, Excel, and Salesforce or another CRM.

Hybrid Schedule: Fully onsite for the first 90 days, then three days per week in the office.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.