Wealth & Tax Advisor

Regal Executive Search; Scottsdale (AZ); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive salary and annual performance-based bonus

Flexible work arrangements

Unlimited PTO and 10 paid holidays

Medical, dental, and vision plans

Health savings account

Disability coverage paid by employer

Flexible 401(k) with employer contributions

Opportunities for advancement

Team-oriented work culture

Support for community involvement

Job summary

A family office is seeking an experienced Wealth & Tax Advisor to join their team in Scottsdale, Arizona. This role involves comprehensive client engagement, financial planning, and preparing tax returns. Ideal candidates will have at least 5 years of experience in taxes or investment management, a degree in finance or accounting, and relevant certifications. The position offers a competitive salary, flexible work arrangements, and generous benefits.

Qualifications

• 5+ years of experience in taxes, investments, or financial planning.
• In-depth knowledge of tax and investment principles.
• Strong communication skills to explain complex concepts.
• Ability to work independently and ensure project completion.
• Desire to work in a small company environment.
• Willingness to wear many hats in a small company environment.

Responsibilities

• Engage with clients on financial services.
• Develop comprehensive financial plans for clients.
• Prepare and review tax returns for various entities.
• Conduct capital sufficiency analyses for client goals.

Skills

Tax knowledge

Investment knowledge

Attention to detail

Microsoft Suite proficiency

Communication skills

Self-starter

Education

Bachelor’s degree in accounting, finance, or related field

CFA, CPA, or CFP certification

CPA

CFP

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

CRM systems

Job description

The Opportunity

Wealth & Tax Advisor

Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.

The Expectations

• Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
• Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
• Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
• Prepare, review, and complete individual, trust, partnership, and corporate tax returns

The Qualifications

• 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
• In-depth knowledge of tax or investments
• Accuracy, attention to detail, and the ability to explain complex information clearly and simply
• Must be a self-starting individual who takes responsibility for his/her 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 related field
• CFA, CPA, or CFP required

The Benefits

• Competitive salary and annual performance-based bonus
• Flexible work arrangements
• Unlimited 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
• Flexible 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