Tax Associate — Wealth & CFO Services Exposure

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

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.