Job Description

Tax Advisor – High Net Worth / Family Office

Phoenix, AZ | Hybrid | Starting at $80K + Bonus

Ready to Make Tax Season Mean More Than Just Another Deadline?

You’ve put in the hours. You’ve survived the deadlines. You’ve built the technical tax foundation.

Now, what if your next move gave you the opportunity to actually know your clients, participate in year-round planning, and see how your tax advice impacts their entire financial picture?

We’re partnering with a growing Phoenix-based family office and wealth management firm looking to add multiple Tax Advisors to its team.

This is an opportunity for tax professionals who want to move beyond traditional compliance work and build a career working directly with high-net-worth and ultra-high-net-worth families on sophisticated tax planning and comprehensive wealth strategies.

What You’ll Be Doing

You’ll join a multidisciplinary team of tax, wealth management, investment, accounting, and planning professionals who work together to solve complex financial challenges for successful families.

You’ll prepare individual, partnership, S-Corporation, and trust returns while also getting involved in tax projections, research, financial modeling, and proactive planning.

More importantly, you won’t be hidden behind the returns. You’ll have opportunities to communicate directly with clients, participate in planning conversations, and coordinate with attorneys, CPAs, investment advisors, and other professionals supporting the family.

The goal is to help you develop from someone who prepares taxes into someone clients trust for tax advice.

What We’re Looking For

We’re targeting professionals with approximately 2–5 years of tax experience, ideally coming from public accounting or another sophisticated tax environment.

You’ll need a Bachelor’s degree in Accounting, hands-on experience preparing individual returns, and experience with partnerships, S-Corporations, and/or trusts. Exposure to complex HNW clients is important, along with strong analytical skills, attention to detail, and the ability to manage multiple clients and deadlines.

A CPA is preferred, but candidates actively working toward their CPA will also be considered.

Most importantly, you should want more than another tax-preparation job. We’re looking for someone interested in becoming a true advisor.

Even Better If You Bring...

Experience working with HNW/UHNW individuals and families, trusts and estates, closely held businesses, complex partnerships, proactive tax planning, tax projections, or family office/private wealth clients will definitely get our attention.

A Master’s in Taxation or Accounting is a plus, as is experience with CCH Engagement or similar professional tax software.

What Your First 90 Days Could Look Like

During your first 30 days, you’ll learn the firm’s processes, technology, family office model, and client service approach while getting familiar with your assigned client relationships and prior-year tax work.

By 60 days, you’ll begin taking greater ownership of tax preparation, projections, research, client communication, and planning responsibilities.

By 90 days, the goal is for you to independently manage assigned deliverables, participate confidently in client conversations, identify planning opportunities, and understand how tax strategy connects to each family’s broader wealth plan.

Why Make the Move?

If you’re coming out of another demanding tax deadline wondering whether you want to keep doing the same thing year after year, this opportunity offers a different path.

You’ll get:

• Starting compensation around $80K + bonus, with upside based on experience
• Competitive benefits
• An established hybrid schedule
• Direct exposure to HNW and UHNW families
• Year-round tax planning—not just compliance
• More meaningful client interaction
• Exposure to investments, estate planning, financial planning, and broader family wealth strategy
• A collaborative environment where tax professionals work alongside other disciplines
• A career path that can lead to increased advisory, review, client relationship, and leadership responsibilities

Who Should Apply?

This could be a great next move if you’re a public accounting tax professional who enjoys the technical side of tax but wants deeper client relationships, broader planning exposure, and a career that extends beyond the next filing deadline.

We’re especially interested in Phoenix-area tax professionals who are ready to take what they’ve learned in public accounting and apply it in a more personalized, relationship-driven family office environment.

This is a local Phoenix opportunity with a hybrid schedule. Candidates must be based in the Phoenix area.

If you’ve built the tax foundation and are ready to become more than the person preparing the return, we want to talk to you.