Senior Associate – Wealth Management Tax Services
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Tax Advisor, Accounting & Finance, Tax Accountant, Financial Compliance -
Accounting
Tax Advisor, Accounting & Finance, Tax Accountant, Financial Compliance
Job Description & How to Apply Below
- Provide strategic tax planning, compliance, and advisory services to clients
- Validate clients' compliance with tax laws and regulations
- Review and analyze financial data, prepare and file tax returns
- Assist businesses in meeting tax obligations while minimizing compliance risks
- Build meaningful client connections and manage relationships effectively
- Utilize analytical thinking to interpret data and support insights and recommendations
- Monitor and analyze financial trends for tax optimization
- At least a Bachelor's degree
- At least 2 years of experience
- Meet educational requirements to sit for CPA exam in your intended state of employment
Demonstrates expertise in strategic tax planning, compliance, and advisory services, with a strong ability to analyze financial data and optimize tax obligations while ensuring adherence to tax laws and regulations.
Highest-signal resume keywords- Strategic Tax Planning
- Tax Compliance
- Financial Data Analysis
- Client Relationship Management
- Analytical Thinking
- Tax Return Preparation
- Financial Trend Analysis
- Tax Optimization
- Effective Communication
- Relationship Building
- Bachelor's Degree
- CPA Exam Eligibility
- Tax Laws
- Compliance Risks
- Advisory Services
Position Requirements
10+ Years
work experience
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