Job Description
Job:
The ideal candidate is a strategic thinker, exceptional communicator, and seasoned tax advisor who thrives in a client-facing role and is passionate about helping clients reduce their tax burden while building long-term wealth. You'll work directly with business owners, high-net-worth individuals, and investors, delivering proactive tax planning, compliance, and advisory services.
Responsibilities:
Provide comprehensive tax planning and strategy for individuals, small businesses, and high-net-worth clients.
Prepare and review complex tax returns (individual, partnership, corporate, fiduciary) with accuracy and insight.
Analyze clients' financials and identify opportunities for tax optimization, entity structuring, and retirement planning.
Stay current on federal and state tax law changes and communicate key updates to clients and team members.
Represent clients before the IRS and state agencies in audits or correspondence, as needed.
Collaborate with financial advisors, investment strategists, and legal partners to create holistic financial strategies.
Mentor junior tax professionals and support team development.
Participate in firm growth initiatives, business development, and leadership discussions as a future partner.
Qualifications:
Active CPA license (Arizona or reciprocal state).
Minimum 5 years of experience in tax preparation and strategic planning, preferably in a public accounting or advisory firm.
Bachelor's degree in accounting or related field; Master's in Taxation (MST) or equivalent a plus.
Deep understanding of individual, corporate, partnership, and trust taxation.
Proven ability to advise clients on complex tax issues and planning opportunities.
Proficient in tax software and accounting systems (e.g., TaxAct, ProConnect, QuickBooks, etc.).
Excellent verbal and written communication skills; confident with client presentations.
Self-motivated, entrepreneurial mindset, and team-oriented with a desire to lead and grow with the firm.
Client Offer:
Path to Partnership - Leadership and equity opportunity within an established firm.
Competitive salary with performance-based incentives.
Comprehensive benefits package including health, 401(k), and paid time off.
Access to a broad client base of growing businesses and high-net-worth individuals.
A supportive, values-driven culture focused on client excellence and professional growth.
About:
Client is a boutique advisory firm offering high-end financial planning, investment management, and strategic tax services. With offices in Washington and Arizona, we provide white-glove service to successful individuals, entrepreneurs, and families who seek integrated, expert-level guidance to build and preserve their wealth. Our collaborative team includes CFP®s, investment professionals, tax professionals, tax advisors, all working together to deliver a seamless client experience.
Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our ServicesW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
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