Tax Senior - Vestpointe Wealth Management

Vestpointe Wealth Management in Scottsdale, AZ is looking for a meticulous and analytical problem solver to join our ranks as a full-time Tax Senior. If you're self-motivated and committed to completing top-quality work, you could be a great fit.

Your financial experience and knowledge are reflected in your competitive salary of $90,000 - $100,000/year. When you join us, you also receive these excellent benefits:

• Health insurance
• HSA/FSA
• Bonus structure
• PTO
• Flexible schedule
• Growth opportunities
• A 401(k) with safe harbor
• Some flexibility to work from home

Join us as a Tax Senior and help shape our clients' financial futures and well-being!

WHAT WE'RE LOOKING FOR

• Licensed CPA, Enrolled Agent, or a CPA candidate
• 1+ years of relevant experience

YOUR DAY-TO-DAY

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 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.

ABOUT US

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!

TAKE THE NEXT STEP

Come build a rewarding career as a Tax Senior with Vestpointe Wealth Management! Fill out our initial application today to take your first steps toward joining our incredible team.

Must have the ability to pass a background check.