Pay: $95,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

Build a brand-new tax support offering from the ground up and become the go-to person for a fast-growing national platform Work directly with independent advisors and internal partners where your communication skills matter as much as your tax chops Get real ownership and visibility while still having a team around you (CFPs, marketing support, legal partners, ops) Grow your career in a role that can expand quickly as the service line scales nationwide Competitive comp with upside based on impact and growth

Location: Hybrid in Scottsdale, AZ with 1 remote day per week (with potential flexibility for the right person)

Note: Must have 3+ years of hands-on individual and or business tax experience (public accounting or in-house). Client-facing communication is required.

About Our Client

Our client is a national financial services platform supporting independent advisors and agents across the country. They combine asset management, marketing support, and in-house planning resources to help producers grow and better serve clients — and they’re investing in expanding tax support as a key part of that mission.

Job Description

Help launch and grow a centralized tax support function serving advisors and their end clients Prepare and review individual and business tax returns and support planning conversations (as appropriate for your background) Partner closely with advisors, internal teams, and marketing to deliver a high-touch service experience Gather and organize client information, clarify open items, and translate complex tax topics into plain-English guidance Improve workflows, templates, and processes as the new tax service line scales Leverage tax technology tools (they recently transitioned to CCH) and help drive adoption and efficiency Support compliance, documentation, and timely filing while maintaining a strong client experience

Qualifications

3+ years of experience in individual and or business tax (1040, 1065, 1120, 1120S experience helpful) Comfortable being client-facing and partnering with non-tax stakeholders (advisors, producers, internal teams) Strong written and verbal communication skills with a service mindset Tech-forward and interested in modern tax workflows (CCH experience is a plus) CPA or EA is strongly preferred, but not required if experience is strong

Why You Will Love Working Here

You’ll join a growth-minded team that values communication, initiative, and relationship-building. This is not a back-office tax role — it’s an opportunity to help shape a new offering, influence how it runs, and build a reputation as a trusted partner to advisors and internal leadership.

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Job Type: Full-time

Benefits:

 

Dental insurance Retirement plan Vision insurance