Tax Associate

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    "requisitionDescription": "<div><p id=\"isPasted\">As a Barron&rsquo;s Top 100 RIA firm and voted <em>Best Places to Work</em> by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded <strong>Tax Associate&nbsp;</strong>to join our award-winning team! &nbsp;If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let&rsquo;s go! &nbsp; Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a tax role. &nbsp;You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to tax strategy. &nbsp; If you can articulate your proven success in a tax support role, we want to hear from you, ASAP!</p><p>The Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.</p><p>Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. &nbsp;Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients&rsquo; lives unfold and their needs evolve. &nbsp;This gives them the complete picture and confidence in their financial future. &nbsp;</p><p><strong>Day-to-Day as a Tax Associate</strong></p><ul><li>Work with a high-performing &amp; growth-oriented team</li><li>Speak your mind, have your voice heard, innovate, and streamline existing processes</li><li>Grow yourself personally and professionally with the support of your team&nbsp;</li><li>Assist with preparing federal and multi-state individual and trust income tax returns.</li><li>Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.</li><li>Review documents and tax returns for accuracy.</li><li>Perform tax technical research.</li><li>Coordinate and communicate with other team members to perform job functions.</li><li>Other various assigned projects associated with tax and wealth services.</li></ul><p><strong>What You Bring as a Tax Associate:&nbsp;</strong></p><ul><li>Bachelor&rsquo;s degree in accounting or related field</li><li>Knowledge of tax laws and concepts</li><li>Familiarity with Form 1040 and/or Form 1041</li><li>Strong technical skills</li><li>Attention to detail and ability to take initiative to meet deadlines</li><li>Strong communication skills (written/verbal) and professionalism</li><li>Ability to work independently and remain flexible as priorities change</li><li>Proficient in Microsoft Office &ndash; Word, Excel, Outlook, and PowerPoint</li><li>Excellent organizational skills, ability to multitask, detail-oriented</li><li>Able to navigate a fast-paced environment with a positive attitude</li></ul><p><strong>Job Type</strong>: Full-time, salaried non-exempt</p><p><strong>Location</strong>: This position is based out of our Scottsdale or Houston office. <strong><em><u>This is an in-office position.</u></em></strong></p><p><strong>Salary</strong>: $75,000, plus annual bonus paid in quarterly increments</p><p>&nbsp;</p><p>Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! &nbsp;We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.&nbsp;</p><p><br></p></div>\n",
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