Tax Advisor

Tier4 Group; Phoenix (AZ); Hybrid; USD 68,000 - 92,000; Full time

Benefits offered by this job

Hybrid schedule

Starting around $80K + bonus

Competitive benefits

Job summary

Tier4 Group in Phoenix, AZ is seeking a Tax Advisor for High Net Worth clients within a family office. You will move beyond return prep to year‑round planning and integrated wealth advice, servicing UHNW families.

Join a multidisciplinary team and develop from tax preparer to trusted advisor through direct client interactions and collaborative planning with attorneys and investment professionals.

Qualifications

• Bachelor's degree in Accounting required; CPA preferred.
• Experience preparing individuals, partnerships, S-Corporations and trusts.
• Exposure to high-net-worth clients and proactive tax planning.

Responsibilities

• Prepare individual, partnership, S-Corporation and trust returns.
• Engage in tax projections, research, financial modeling and proactive planning.
• Communicate with clients and coordinate with attorneys, CPAs and advisors.

Skills

Tax planning

Client communication

Attention to detail

Team collaboration

Public accounting background

Education

Bachelor's degree in Accounting

CPA (preferred)

Masters in Taxation or Accounting

Tools

CCH Engagement

Job description

Tax Advisor High Net Worth / Family Office

Phoenix, AZ | Hybrid | Starting at $80K + Bonus

Ready to Make Tax Season Mean More Than Just Another Deadline?

Youve put in the hours. Youve survived the deadlines. Youve built the technical tax foundation.

Now, what if your next move gave you the opportunity to actually know your clients, participate in year-round planning, and see how your tax advice impacts their entire financial picture?

Were partnering with a growing Phoenix-based family office and wealth management firm looking to add multiple Tax Advisors to its team.

This is an opportunity for tax professionals who want to move beyond traditional compliance work and build a career working directly with high-net-worth and ultra-high-net-worth families on sophisticated tax planning and comprehensive wealth strategies.

What Youll Be Doing

Youll join a multidisciplinary team of tax, wealth management, investment, accounting, and planning professionals who work together to solve complex financial challenges for successful families.

Youll prepare individual, partnership, S-Corporation, and trust returns while also getting involved in tax projections, research, financial modeling, and proactive planning.

More importantly, you wont be hidden behind the returns. Youll have opportunities to communicate directly with clients, participate in planning conversations, and coordinate with attorneys, CPAs, investment advisors, and other professionals supporting the family.

The goal is to help you develop from someone who prepares taxes into someone clients trust for tax advice.

What Were Looking For

Were targeting professionals with approximately 25 years of tax experience, ideally coming from public accounting or another sophisticated tax environment.

Youll need a Bachelors degree in Accounting, hands-on experience preparing individual returns, and experience with partnerships, S-Corporations, and/or trusts. Exposure to complex HNW clients is important, along with strong analytical skills, attention to detail, and the ability to manage multiple clients and deadlines.

A CPA is preferred, but candidates actively working toward their CPA will also be considered.

Most importantly, you should want more than another tax-preparation job. Were looking for someone interested in becoming a true advisor.

Even Better If You Bring...

Experience working with HNW/UHNW individuals and families, trusts and estates, closely held businesses, complex partnerships, proactive tax planning, tax projections, or family office/private wealth clients will definitely get our attention.

A Masters in Taxation or Accounting is a plus, as is experience with CCH Engagement or similar professional tax software.

What Your First 90 Days Could Look Like

During your first 30 days, youll learn the firms processes, technology, family office model, and client service approach while getting familiar with your assigned client relationships and prior-year tax work.

By 60 days, youll begin taking greater ownership of tax preparation, projections, research, client communication, and planning responsibilities.

By 90 days, the goal is for you to independently manage assigned deliverables, participate confidently in client conversations, identify planning opportunities, and understand how tax strategy connects to each familys broader wealth plan.

Why Make the Move?

If youre coming out of another demanding tax deadline wondering whether you want to keep doing the same thing year after year, this opportunity offers a different path.

you'll get:

• Starting compensation around $80K + bonus, with upset based on experience
• Competitive benefits
• An established hybrid schedule
• Direct exposure to HNW and UHNW families
• Year-round tax planningnot just compliance
• More meaningful client interaction
• Exposure to investments, estate planning, financial planning, and broader family wealth strategy
• A collaborative environment where tax professionals work alongside other disciplines
• A career path that can lead to increased advisory, review, client relationship, and leadership responsibilities

Who Should Apply?

This could be a great next move if youre a public accounting tax professional who enjoys the technical side of tax but wants deeper client relationships, broader planning exposure, and a career that extends beyond the next filing deadline.

Were especially interested in Phoenix-area tax professionals who are ready to take what theyve learned in public accounting and apply it in a more personalized, relationship-driven family office environment.

This is a local Phoenix opportunity with a hybrid schedule. Candidates must be based in the Phoenix area.