As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Tax Manager role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Tax Strategy. If you can articulate your proven success as a Tax Manager, we want to hear from you ASAP!
As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also work directly with clients and advisory teams to implement tax strategies for clients that align with each client’s goals and values. The successful tax manager will be a tax enthusiast, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Tax Manager:
Work with a high-performing & growth-oriented teamSpeak your mind, have your voice heard, innovate, and streamline existing processesGrow yourself personally and professionally with the support of your team Work closely with Wealth Managers and the client base regarding tax/wealth strategiesResponsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basisWork with peers and leaders to create and present strategic tax planning solutions to high-net-worth clientsAssist clients with tax-related questions, proformas, estimates, and projectionsManage consulting and tax projectsReview tax returnsCommitment to continuing education, team development, training, and mentoring new tax associatesReview federal and multi-state individual, gift, and trust income tax returns.Mentor and train tax associates.
What You Bring as Tax Manager:
8+ years of proven tax accounting experience; previous experience preparing tax returns requiredCPA requiredExperience providing client-centric tax consulting to high-net-worth clientsStrong research capabilities related to technical matters for complex tax needs and updates to regulationsMastery of various tax compliance software products Highly effective interpersonal, relationship management, and communication skillsExcellent organizational and time management skills in a high-energy culture to manage prioritiesDemonstrated talent development experience, training new staff, and mentoring internsAdvanced understanding of trust taxationStrong attention to detailJob Type: Full-time, salaried exempt
Location: This position is based out of our office in Scottsdale, AZ
Salary: $150,000 base; plus $50,000 annual bonus paid in quarterly increments
This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.
Please submit your cover letter and resume outlining your detailed experience of proven success within the industry. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!
As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Wealth Advisor Associate:
Work with a high-performing & growth-oriented team of advisors who are incentivized to develop your careerProvide technical financial support to clients Create and deliver client presentationsParticipate in client meetings: Conduct data gathering, case design, and scenario building Manage ongoing client service, create sales presentations, and manage the process of onboarding new clientsSpeak your mind, have your voice heard, innovate, and streamline existing processesGrow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate positionWhat You Bring as Wealth Advisor Associate:
1-2 years of proven experience in a financial support role, ideally within wealth managementDesire to achieve the Certified Financial Planner or Chartered Financial Analyst designationExcellent attention to detail, multitasking, and time management skillsStrong written and verbal communication skills required.Strong knowledge base across investments, economics, accounting, and financial planningProficient with the full MS Office Suite; ability to create complex and impactful presentations/analysisFamiliar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden LeversOutstanding ability to communicate, present, and influence your team and clientsMust have Series 65 OR pass the Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employmentA sincere desire to make a difference not only in your clients' lives but in the world, demonstrated through your own volunteer journeyJob Type: Full-time, salaried non-exempt
Location: This position is based out of our office in Radnor, PA. This is an in-office position.
Salary: $80,000 base; $6,000 annual bonus paid in quarterly increments
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
Read LessAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Tax Manager role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Tax Strategy. If you can articulate your proven success as a Tax Manager, we want to hear from you ASAP!
As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also work directly with clients and advisory teams to implement tax strategies for clients that align with each client’s goals and values. The successful tax manager will be a tax enthusiast, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Tax Manager:
Work with a high-performing & growth-oriented teamSpeak your mind, have your voice heard, innovate, and streamline existing processesGrow yourself personally and professionally with the support of your team Work closely with Wealth Managers and the client base regarding tax/wealth strategiesResponsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basisWork with peers and leaders to create and present strategic tax planning solutions to high-net-worth clientsAssist clients with tax-related questions, proformas, estimates, and projectionsManage consulting and tax projectsReview tax returnsCommitment to continuing education, team development, training, and mentoring new tax associatesReview federal and multi-state individual, gift, and trust income tax returns.Mentor and train tax associates.
What You Bring as Tax Manager:
8+ years of proven tax accounting experience; previous experience preparing tax returns requiredCPA requiredExperience providing client-centric tax consulting to high-net-worth clientsStrong research capabilities related to technical matters for complex tax needs and updates to regulationsMastery of various tax compliance software products Highly effective interpersonal, relationship management, and communication skillsExcellent organizational and time management skills in a high-energy culture to manage prioritiesDemonstrated talent development experience, training new staff, and mentoring internsAdvanced understanding of trust taxationStrong attention to detailJob Type: Full-time, salaried exempt
Location: This position is based out of our office in Scottsdale, AZ
Salary: $150,000 base; plus $50,000 annual bonus paid in quarterly increments
This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.
Please submit your cover letter and resume outlining your detailed experience of proven success within the industry. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a tax role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to tax strategy. If you can articulate your proven success in a tax support role, we want to hear from you ASAP!
The Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as a Tax Associate
Work with a high-performing & growth-oriented teamSpeak your mind, have your voice heard, innovate, and streamline existing processesGrow yourself personally and professionally with the support of your team Assist with preparing federal and multi-state individual and trust income tax returns.Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.Review documents and tax returns for accuracy.Perform tax technical research.Coordinate and communicate with other team members to perform job functions.Other various assigned projects associated with tax and wealth services.What You Bring as a Tax Associate:
Bachelor’s degree in accounting or related fieldKnowledge of tax laws and conceptsFamiliarity with Form 1040 and/or Form 1041Strong technical skillsAttention to detail and ability to take initiative to meet deadlinesStrong communication skills (written/verbal) and professionalismAbility to work independently and remain flexible as priorities changeProficient in Microsoft Office – Word, Excel, Outlook, and PowerPointExcellent organizational skills, ability to multi-task, detail-orientedAble to navigate a fast-paced environment with a positive attitudeJob Type: Full-time, salaried non-exempt
Location: This position is based out of our office in Scottsdale. This is an in-office position.
Salary: $75,000, plus $20,000 annual bonus paid in quarterly increments
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
