Director of Tax

Scottsdale, AZ - USA

Yearly Salary: $ 95000 - 150000

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Pay: $95000.00 - $150000.00 per year

Why This Is a Great Opportunity

Build a brand-new tax support offering from the ground up and become the go-to person for a fast-growing national platform
Work directly with independent advisors and internal partners where your communication skills matter as much as your tax chops
Get real ownership and visibility while still having a team around you (CFPs marketing support legal partners ops)
Grow your career in a role that can expand quickly as the service line scales nationwide
Competitive comp with upside based on impact and growth

Location: Hybrid in Scottsdale AZ with 1 remote day per week (with potential flexibility for the right person)

Note: Must have 3 years of hands-on individual and or business tax experience (public accounting or in-house). Client-facing communication is required.

About Our Client

Our client is a national financial services platform supporting independent advisors and agents across the country. They combine asset management marketing support and in-house planning resources to help producers grow and better serve clients and theyre investing in expanding tax support as a key part of that mission.

Job Description

Help launch and grow a centralized tax support function serving advisors and their end clients
Prepare and review individual and business tax returns and support planning conversations (as appropriate for your background)
Partner closely with advisors internal teams and marketing to deliver a high-touch service experience
Gather and organize client information clarify open items and translate complex tax topics into plain-English guidance
Improve workflows templates and processes as the new tax service line scales
Leverage tax technology tools (they recently transitioned to CCH) and help drive adoption and efficiency
Support compliance documentation and timely filing while maintaining a strong client experience

Qualifications

3 years of experience in individual and or business tax (S experience helpful)
Comfortable being client-facing and partnering with non-tax stakeholders (advisors producers internal teams)
Strong written and verbal communication skills with a service mindset
Tech-forward and interested in modern tax workflows (CCH experience is a plus)
CPA or EA is strongly preferred but not required if experience is strong

Why You Will Love Working Here

Youll join a growth-minded team that values communication initiative and relationship-building. This is not a back-office tax role its an opportunity to help shape a new offering influence how it runs and build a reputation as a trusted partner to advisors and internal leadership.

JPC-684

Job Type: Full-time

Benefits:

Dental insurance
Retirement plan
Vision insurance

Requirements: Must-haves: 3 yrs individual land/or biz tax exp.

Nice to haves: CPA or EA Experience supporting financial advisors wealth management clients or service-based professional clients
Additional context: Relocation- Potentially. Packages - Potentially

Submissions Name / Joe: ;

Quick Recruiter Reference (Internal Summary)

National financial services platform supporting independent advisors and agents is building a new centralized tax support function in Scottsdale. Need 3 years of individual and or business tax experience plus strong client-facing communication and cross-functional partnering. Hybrid (1 remote day weekly) and comp target is $75k$150k with potential upside.

Recruiters Submission: To submit cancel - Director of Tax Gradient Financial Group - JPC 684 - Source

**New Job Order Alert**

Client job title: Director of Tax
Location: Fort Collins CO
On-site hybrid remote: Hybrid
Experience: 3
Good fit job titles/keywords for candidates: Tax Manager Tax Senior Senior Tax Associate Tax Associate Tax Accountant Client-Facing Tax Advisor Tax Consultant Individual Tax Business Tax S CPA EA CCH CCH Axcess ProSystem fx advisor support financial services
# of hires needed: 1
Open or not to recruiters on TE: YES
Job posting strategy (bottom of package details): Decently hard 3 yrs exp Tax Manager role but CPA not reqd. Phoenix market

Pay: $95000.00 - $150000.00 per year Why This Is a Great Opportunity Build a brand-new tax support offering from the ground up and become the go-to person for a fast-growing national platformWork directly with independent advisors and internal partners where your communication skills matter as much ...