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 Wealth Advisor and Client Service Associate to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

Wealth Advisor – Tax Emphasis

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

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

 

Client Service Associate

Responsibilities

The Client Service Associate supports our client service teams on a centralized basis by:
• Entering client data accurately into eMoney; our financial planning software
• Understanding the client’s goals and objectives as communicated by the client service teams
• Reviewing the software’s output with the client service teams for accuracy and consistency with each client’s specific goals
• Supporting investment-related functions, such as inputting trades into our portfolio management system and preparing investment policy statements
• Assisting the client service teams in preparing analysis, information and related deliverables for client meetings

Qualifications

• Bachelor’s Degree required. An academic emphasis on finance, accounting or other business is preferred.
• Ability to work well in a fast-paced, team-oriented environment
• Ability to multi-task in supporting different advisors across financial planning, investment management, estate planning, , tax and family office services
• Excellent communication and listening skills
• Outstanding analytical skills and exceptional attention to detail
• Knowledge of financial planning software such as eMoney
• Basic understanding of financial statements such as balance sheets and cash flow reports, as well as basic knowledge of tax and investment concepts
• Proficiency with Microsoft Office Suite
• Confidence to work closely with clients to answer questions and collect necessary information for delivery of various services
• Certified Financial Planner (CFP) professional preferred

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

 

Wealth Advisor

The Wealth Advisor is an integral role in our service teams, which are led by Senior Wealth Advisors. The Wealth Advisor supports our Senior Wealth Advisors by:
• Preparing financial plans and related financial reports for clients; assisting in the delivery of those plans and identifying key action steps
• Implementing investment portfolios based on the firm’s investment philosophy and client’s specific goals and objectives
• Attending client meetings; documenting the follow-ups and next steps
• Interacting and developing relationships with clients to understand their financial and personal goals
• Preparing materials and analysis for discussion with clients on other financial topics, such as estate planning, financial literacy and philanthropic strategies
• Preparing tax returns including individual, S-Corporations, partnerships and trust returns

Qualifications
• Bachelor’s Degree required. An academic emphasis on financial planning, wealth management, finance, accounting or other business is preferred.
• Certified Financial Planner (CFP) or desire to work towards CFP certification
• Ability to work well in a fast-paced, team-oriented environment
• Superior organizational skills and ability to multi-task in supporting different advisors across various wealth management disciplines
• Excellent communication and listening skills
• Outstanding analytical skills and exceptional attention to detail
• Proficiency with Microsoft Office Suite
• Confidence to work closely with clients to answer questions and develop rapport

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