Wealth & Tax Advisor — Client CFO Support, Flexible PTO

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.

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

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

CRM systems

Job description

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.