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.

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

 

Responsibilities

The Manager of Technology will oversee all technology and technological resources, and establish the technology vision, strategies, and growth plans. The Manager of Technology will provide employees and clients with broad technical troubleshooting along with ensuring our systems and software are integrated effectively. They will also serve as the point person for managing the TFO Phoenix technology stack.

  • Provide technical leadership at the enterprise level and serve and integral role in operations and development of business technology
  • Take the initiative to understand business processes and develop and implement strategies to optimize firm technology tools to maximize operational efficiency and effectiveness with a goal of task automation
  • Integrate with TFO team members to identify, compare, select, and implement technology solutions and partnerships to meet the firm’s current and future needs
  • Advocate and communicate technology capabilities internally and externally, including development of training materials and training sessions
  • Provide support and guidance to our clients in navigating the various websites used to manage their financial life such as showing them how to create credentials, navigating websites & resolving issues.
  • Work closely with Salesforce vendor and our client teams to create custom fields, reports, and dashboards
  • Assist our clients in trouble-shooting home networking and other technology issues
  • Manage data integrity and information system management, ensuring enforcement of technology standards across the organization
  • Manage our outsourced IT provider to ensure technical issues are resolved quickly and effectively
  • Manage other technology solution vendors
  • Set-up new computers and monitors for employees
  • Manage network firewall and switches with support from our IT provider

 

Qualifications

  • Associates Degree with an emphasis in Information Technology or Computer Science. A Bachelor’s Degree is a plus.
  • You have demonstrated success delivering customer-centric tools adding value to the end user while also anticipating internal operational needs and delivering tools that result in value-added services to the organization
  • Intermediate knowledge of Salesforce. Interest in obtaining relevant credentials is a plus.
  • A broad knowledge of software, programming, and hardware
  • Basic knowledge of financial concepts is a plus
  • Excellent communication and listening skills
  • Outstanding analytical skills and exceptional attention to detail
  • Proficiency with Microsoft Office Suite
  • Confidence to work closely with colleagues and clients to answer technical questions

 

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.