Now Hiring: Senior Investment Operations Associate
Location: Phoenix, AZ (Hybrid)
Salary: $75,000 – $85,000 (DOE)
Type: Full-Time

Join a growing wealth management team as an Investment Operations Associate. We’re looking for a detail-oriented, process-driven professional to support our advisors and enhance the client experience through operational excellence. If you’re passionate about delivering high-quality service in a fast-paced, high-integrity environment, we’d love to hear from you.

What You’ll Do:

• Open and maintain client accounts at custodians and third-party investment managers

• Serve as a key operational liaison with custodians and investment managers

• Process client cash movements, including wires, deposits, and transfers

• Manage account service requests and maintain documentation in line with regulatory standards

• Maintain and update internal portfolio accounting systems (Tamarac applications)

• Submit trades in mutual funds and equities to third-party brokerage firms

• Support regulatory compliance under SEC and FINRA guidelines

• Look for ways to improve processes and support advisor efficiency

What You’ll Bring:

• 5+ years of experience in operations within a Registered Investment Advisor (RIA) or similar wealth management setting

• Bachelor’s degree from an accredited college or university

• Strong attention to detail and excellent organizational skills

• Proficiency in Microsoft Excel within a financial context

• Experience with Salesforce, Tamarac Reporting, Tamarac Trading, and/or Portfolio Center preferred

• Familiarity with the Investment Advisers Act of 1940

• Strong communication skills, both written and verbal

• Service-first mindset with the ability to manage competing priorities

• Series 65 license preferred, but not required

This is a great opportunity to make an impact within a dynamic team while building your career in investment operations. Apply now to join a firm where your expertise and initiative will be valued and rewarded.

Now Hiring: Senior Tax Accountant

Reports to: Controller

Looking for your next opportunity in a dynamic, fast-paced family office environment? We’re on the hunt for a Senior Tax Accountant who’s growth-minded, detail-oriented, and ready to make an impact across multiple entities and industries.

What You’ll Do:
80–90% focus on annual tax return compliance
10–20% supporting general accounting: GL, A/R, A/P, fixed assets, cash management
Exposure to real estate property management and construction accounting

What You Bring:
Expertise in federal & state tax return prep for partnerships and S-corps
Strong Excel skills (certification = a bonus!)
Familiarity with investment accounting, real estate, and construction systems (a plus)
Experience with depreciation calcs (Fed, State, AMT); CS Fixed Asset Solutions = a win
Self-starter mindset + strong collaboration with internal & third-party partners
Detail-driven with top-notch analytical and communication skills

Your Responsibilities Will Include:
Preparing & reviewing federal/state tax returns + supporting schedules
Leading tax planning & quarterly estimates
Conducting technical research on investment tax implications
Tracking fixed assets + depreciation & amortization
Handling tax payments (sales tax, property tax, etc.)
Over time, full-cycle accounting for real estate and financial investments
Resolving discrepancies across assigned entities and third-party reporting

Key Collaborators:
Controller
CFO
External tax and financial partners, JVs

Requirements:
3+ years in tax prep (partnership & S-corp focus)
Bachelor’s in Accounting (required); CPA or MBA (a plus)
1–3 years of general accounting (a plus)
Real estate accounting experience (bonus points!)