CPA Tax Salary in Scottsdale, AZ

Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their "Life Plan".Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.Communicates our unique value proposition to prospective clients and works to establish themselves as their trusted financial advisor.Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunitiesCultivates and develops deep relationships with custodial retail branches in collaboration with the national team.Creates opportunities and represents their team at public speaking events including community events, industry events, etc..Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.Assist with development and presentation of training programs including coaching of team members on financial planning strategies.Your ExperienceCandidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.Unquestioned commitment to integrity in personal and professional activities.Highly motivated with ability to function well in a fast-paced environment.Self-starter by nature.Excellent organizational, leadership, communication and presentation skills.Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

If you enjoy the fast-paced work of public accounting, but also want the reward of a work-life balance and other flexibilities - please apply! Our client is a progressive CPA firm that provides a range of professional services to clients in a variety of industries. This firm has room to grow your career and can put you on Partner track - earned promotions not by longevity! Great team and collaborative environment for in-office, hybrid, and remote staff!The perfect candidate for this role will have 5+ years of progressive public accounting experience in Tax and also have their CPA License. I also encourage you to apply if you have your EA or public accounting experience and currently studying/taking exams for CPA!About the Opportunity!Client facing position to provide consulting and tax compliance with federal, state, and local laws/regulationsHire, manage, and develop a tax teamPrepare and review tax returns for S-Corp, Partnership, C-Corp, and IndividualsWork alongside Partners and oversee staff to provide great service to clientsCompetitive Salary: $120,000-$140,000+ (More for Senior Manager!)The company offers full health insurance, PTO, and retirement planTeam atmosphere with an emphasis on group outings, social events, and career growth!Flexible scheduling for less than normal busy season hours and lighter summer schedules!Please contact Chad Smith at 605-978-5433 or [email protected] with any further questions. My team represents CPA firms nationally to fill their in-office, hybrid, and remote hiring needs. If you work for a CPA Firm in Audit, Tax, Accounting and aren't totally satisfied with your situation, please reach out to discuss what other openings we are recruiting on!Keywords: Tax, CPA, Accounting, Finance, Bookkeeping, Manager, Associate, Senior, Audit, Remote, Public Accounting, FirmAll qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.