Job Description
Job Description
Are you highly organized, detail-oriented, and committed to delivering excellent results? Do you want a position where you can learn more and advance your career while helping others? If so, consider joining Vestpointe Wealth Management as a full-time Senior Tax Associate!
We're looking for a dedicated person to join our Scottsdale, AZ firm and provide comprehensive financial services to clients. We value your experience and offer a competitive salary of $70,000 - $100,000/year. Plus, you enjoy these terrific benefits and perks:
- Health insurance
- HSA/FSA
- Bonus structure
- PTO
- Flexible schedule
- Growth opportunities
- A 401(k) with safe harbor
- Some flexibility to work from home
YOUR SCHEDULE
Our Senior Tax Associate starts between 8:00 am - 9:30 am. You normally have a 40-hour week, but requires overtime during tax season..
YOUR DAY
Your work is crucial to our company's success and our clients' financial futures, and you deliver comprehensive services that truly make a difference. Attentive to every detail, you ensure the timely preparation and filing of tax returns. You conduct thorough analyses of our clients' finances and develop strategies for optimizing their tax positions within relevant regulations and laws. You're also involved in helping clients with their estate, trust and financial plans that align with their goals. Your exceptional analytical skills and unwavering commitment to excellence are essential in safeguarding our clients' financial health.
QUALIFICATIONS
- Licensed CPA, Enrolled Agent, or a CPA candidate
- 1+ years of relevant experience
OUR STORY
For over two decades, Vestpointe Wealth Management has worked tirelessly to transform the financial landscape for our clients and deliver the best outcomes for their changing needs. Our firm began when our founders observed the limitations of traditional brokerage practices and decided to create a better way. With over 30 years of experience, our skilled finance team delivers comprehensive, personalized investment advisory, estate planning, and tax services. We pride ourselves on our collaborative, growth-oriented culture, where we work together to achieve incredible things. If you're ready to grow in the finance industry and make a meaningful impact, apply today!
WE CAN'T WAIT TO HEAR FROM YOU
Make a meaningful difference by joining Vestpointe Wealth Management as our new Senior Tax Associate! Grow your career with our supportive team - take your first steps with our short initial application.
Must have the ability to pass a background check.
Job Posted by ApplicantPro