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Senior Tax Strategist for Wealth & Estate Planning
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-03
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Socket.dev is seeking a senior CPA Tax Planner & Strategist to deliver proactive tax planning and integrated tax strategy for high-net-worth individuals, families, and business owners. The role partners with Wealth Advisors to weave tax considerations into holistic financial planning and estate coordination.
The ideal candidate thrives in a fiduciary, advice-first environment and views tax planning as a year-round value driver beyond compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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