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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