Accounting Associate
Wealth Management
Phoenix, AZ – Hybrid Onsite

Join a fast-growing, purpose-driven wealth management firm in Phoenix that’s redefining what it means to connect wealth with purpose. We’re on the hunt for a detail-oriented, client-focused Accounting Associate who’s ready to step into a critical role supporting families and their financial futures.

This isn’t your typical back-office job, we’re looking for someone who’s confident, proactive, and energized by working in a high-performing, collaborative environment. If that sounds like you, keep reading.

What You’ll Do:

• Partner with engagement teams to manage bookkeeping across a variety of client entities

• Own relationships with banks and vendors—gather, organize, and analyze financial data

• Keep a close eye on cash balances and reconcile accounts regularly

• Generate budgeting and financial reports with accuracy and clarity

• Dive into discrepancies and help clean up the numbers

• Create custom financial reports—both on schedule and as needed

• Support tax prep by filing reports and coordinating with advisors

What You Bring:

• Bachelor’s degree in Finance, Accounting, or Business preferred

• QuickBooks and Microsoft Excel mastery—QuickBooks Online + Bill.com experience a bonus
  

• Solid understanding of financial statements, tax/investment lingo, and fiduciary accounting (a plus)

• Top-notch organizational skills and attention to detail

• Confident communicator with a client-first mindset

• Able to thrive in a fast-paced, team-oriented environment

Who We Are:

We’re a people-first firm with a big mission:
Empowering Families to Succeed by Connecting Wealth and Purpose.

Driven by our values, Care. Simplify. Help More. Play. Do The Right Thing, we’ve built a culture where our employees are just as important as our clients. We don’t just work hard, we work smart, collaborate often, and make space to have a little fun along the way.

What You’ll Get:

• A supportive, professional culture with heart

• Competitive pay + bonus opportunities

• Hybrid flexibility after training period

• Excellent benefits package (medical, dental, vision, 401(k) match, generous PTO, and more)

• A chance to do meaningful work with a team that truly values you

Ready to apply?
We’re excited to learn more about you and what you bring to the table.

Now Hiring: Tax Manager
Location: Phoenix, AZ (Hybrid)
Compensation: $150,000+ base + individual performance bonus + profit-sharing

Make an Impact Where It Matters Most
We’re looking for an experienced Tax Manager to join a highly respected client-facing financial services team in Phoenix. This is a career-defining opportunity for a seasoned tax professional who thrives in a collaborative, high-performing environment and is passionate about working with ultra-high-net-worth individuals and family offices.

In this role, you’ll take ownership of complex tax planning and compliance work, act as a trusted advisor, and help shape the financial futures of clients through proactive strategy and exceptional service.

What You’ll Do

• Lead and manage tax engagements for high-net-worth families and individuals

• Review and prepare federal and state returns (individual, trust, estate, partnership)

• Advise clients on income, estate, gift, and trust tax planning

• Serve as a key point of contact for clients with year-round guidance and support

• Mentor and develop junior staff while promoting firm-wide best practices

• Partner with legal, investment, and client services teams to deliver holistic solutions

What You Bring

• 8+ years of progressive tax experience (public accounting or financial advisory preferred)

• Active CPA license required

• Strong client-facing communication and advisory skills

• Ability to manage multiple priorities and meet deadlines

• Consistent tenure with previous employers

• Experience with ultra-high-net-worth clients or family offices is a plus

• Deep knowledge of individual, partnership, estate, trust, and gift taxation

Work Environment & Flexibility

• Hybrid Schedule:

  • First 3 months: Primarily on-site for training and onboarding

  • After 3 months: 1 remote day per week

  • After 6 months: 2 remote days per week

• Location: Phoenix, AZ

Why This Opportunity?

• Competitive compensation and generous bonus structure

• Engaged, collaborative, and professional team culture

• Long-term stability and room to grow

• Exposure to high-level client work and leadership opportunities

• Work closely with industry experts and decision-makers

Ready to Take the Next Step?
If you’re a motivated tax professional looking to elevate your career in a role that values client impact, leadership, and collaboration, we want to hear from you. Apply now and explore how you can grow with a team that’s redefining excellence in financial services.