Career Opportunities

TFO Phoenix, a wealth management firm in Arizona, was founded in 2011 with the mission of Empowering Families to Succeed by Connecting Wealth and Purpose. Over the past 10 years we have seen tremendous growth in the number of client families we serve and the talented professionals we need to deliver on our mission.

Our growth has created an opportunity for a talented Operations Associate to join our team.

 

Duties and Responsibilities of the Position

  • Open new client accounts at custodians, and serve as liaison with those custodians
  • Open new client accounts with third-party investment managers, and serve as operational liaison with those managers
  • Facilitate client wire requests, deposits and journals between custodial accounts as well as other cash movements requested by clients
  • Process other account service requests initiated by advisors and/or clients
  • Maintain our internal portfolio accounting system utilizing Tamarac applications, including individual account maintenance, security re-classification and communication with Tamarac
  • Review and submit mutual fund and equity trades for client accounts to third-party brokerage firms
  • Maintain documents and records according to SEC and FINRA requirements
  • Find ways to expand the role to further help our advisors serve clients efficiently and effectively

 

Qualifications

  • Ideally two years or more of operational experience at a Registered Investment Advisor (RIA) or in another wealth management environment
  • Bachelor’s degree from an accredited college or university
  • Extremely detail-oriented, organized, and thorough
  • Ability to prioritize effectively amongst a variety of tasks and manage deadlines effectively
  • Excellent communication skills, both written and verbal
  • A positive, service-oriented attitude
  • A collaborative mindset to work effectively with other team members in a friendly, smaller-company, entrepreneurial environment
  • Experience with Microsoft Excel in a financial context
  • Experience with Salesforce, Tamarac Reporting, Tamarac Trading and/or Portfolio Center is helpful, as is experience with and a willingness to learn other financial software
  • Familiarity with compliance requirements of the Investment Advisers Act of 1940
  • Attractive candidates will embody and embrace TFO Phoenix’s core values:
    • Care—It’s all about the people
    • Simplify—Life made easier
    • Do the Right Thing—All day. Every day.
    • Play—Make it fun
    • Help More—Diverse talents lead to a complete experience

 

Salary and Benefits

  • Competitive salary and bonus
  • 401(k) plan with 100% vested company match
  • Medical, dental and vision plan
  • Collaborative, fun, flexible work environment with a growing firm

 

How to Apply

Send your resume with a cover letter to careers@tfophoenix.com.

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.