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.

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: Investment Partnership Accountant
Location: Hybrid in Phoenix, AZ 
Type: Full-Time

Do you thrive in the details of accounting? Are you someone who prefers depth and accuracy over constant change? If so, we want to talk to you.

We’re searching for an Investment Partnership Accountant with a passion for precision to join our team. This is a highly specialized role focused on tax allocations and the unique demands of investment partnership accounting. It’s back-office, steady, and secure, with clear responsibilities and minimal surprises. Perfect for someone who finds satisfaction in clean reconciliations, solid financials, and accurate IRS reporting.

What You’ll Do:

• Apply and track IRS tax allocations: 704(b), 704(c), and book-to-tax realized gains/losses

• Reconcile bank accounts and maintain general ledger accuracy

• Prepare annual financial statements and partner basis tracking

• Record and manage capital contributions and distributions

• Account for debt investments, passthrough entities, and marketable securities

• Support the accounting behind complex investment transactions

What You Bring:

• 3–5 years of experience in investment partnership accounting

• Hands-on knowledge of 704(b) and 704(c) allocations

• Strong skills in reconciliations and financial statement prep

• High attention to detail and commitment to accuracy

• Bachelor’s degree in Accounting preferred (CPA a plus but not required)

Why This Role:

• Job security in a niche, technical space

• Minimal client-facing pressure — just focused, meaningful work

• Immediate need, with a streamlined hiring process

If you’re looking for a long-term opportunity in a specialized corner of accounting, this is it.