Career Opportunities

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 looking for a Receptionist and Senior Tax Associate to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.


TFO Phoenix is a service-oriented firm; the attention we give to our clients and visitors is critical to our success. As our Receptionist, you will often be the first impression clients and visitors have of our firm. You will be responsible for:
• Warmly welcoming and directing clients and guests to help them feel comfortable in our office
• Notifying employees of visitors
• Directing phone calls received on our main office line to the appropriate employee
• Operating our security and telecommunications systems
• Assisting with administrative and clerical projects integral to our firm’s daily operations

• A positive, caring attitude that makes others feel comfortable in your presence
• Strong interpersonal skills
• A high degree of professionalism, including maintaining confidentiality
• Microsoft Office skills, and a general comfort with learning new technology
• An ability to adapt to change and handle multiple projects
• A genuine desire to help others

If interested, please email your resume to

Senior Tax Associate

• 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

If interested, please email your resume to