Career Opportunities

We are currently seeking an Experienced Tax Advisor to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

TFO Phoenix Inc., a wealth management firm located in Phoenix, Arizona, is looking to expand our team.  Since our formation in 2011, we have seen growth in the number of client families we serve and the number of talented employees we need to serve them effectively.  We are currently seeking an Experienced Tax Advisor to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

 

Responsibilities

  • Work with other tax professionals on a multi-disciplinary client service team implementing and delivering integrated tax and financial planning
  • Prepare tax returns including individual, S-Corporations, partnerships and trust returns
  • Communicate directly with clients and their other professional advisors to coordinate delivery of services
  • Developing tax reporting positions including documenting and summarizing research and conclusions
  • Assist with complex tax planning and financial modeling
  • Assist other tax professional to develop training materials and improve processes

 

Basic Qualifications

  • A Bachelor’s of Science in Accounting
  • Must be eligible to sit for the CPA exam
  • Minimum of 2 years of experience in a public accounting environment
  • Excellent oral and written communication skills
  • Confidence to work closely with clients to answer questions and collect necessary information for delivery of tax services

 

Preferred Qualifications

  • CPA Designation
  • Experience with a national or large regional accounting firm
  • Strong technical skills in accounting and tax preparation and review experience a plus

 

About TFO Phoenix

Our mission is Empowering Families to Succeed by Connecting Wealth and Purpose. Our pursuit of this mission is driven by five firm values:  Care, Simplify, Help More, Play and Do The Right Thing. We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

If interested, please email your resume to careers@tfophoenix.com.

We are currently seeking a Client Bookkeeper to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

TFO Phoenix Inc., a wealth management firm located in Phoenix, Arizona, is looking to expand our team.  Since our formation in 2011, we have seen growth in both the number of client families we serve and the number of talented employees we need to serve them effectively.  We are currently seeking a Client Bookkeeper to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

 

Responsibilities

  • Manage third-party relationships with banks and other vendors including downloading information to prepare financial statements.
  • Monitor cash balances
  • Perform account reconciliations
  • Generate monthly budgeting reports
  • Research and resolve discrepancies
  • Create customized financial reports
  • File various tax reports and provide information to tax advisors

 

Qualifications

  • Bachelor’s Degree preferred, with an emphasis in finance, accounting or business
  • Must be proficient in QuickBooks and Microsoft Office, particularly Excel
  • Ability to work well in a fast-paced, team-oriented environment
  • Excellent communication and listening skills
  • Basic understanding of financial statements such as balance sheets and cash flow reports, as well as basic knowledge of tax and investment terminology
  • Confidence to work closely with clients to answer questions and collect necessary information
  • Fiduciary accounting skills a plus

 

About TFO Phoenix

TFO Phoenix’s mission is Empowering Families to Succeed by Connecting Wealth and Purpose®.  Our pursuit of this mission is driven by five firm values:  Care, Simplify, Help More, Play and Do The Right Thing.

We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members.  We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

If interested, please email your resume to careers@tfophoenix.com.