Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Associate: CPA Path & Dynamic Wealth Advisory

Trajan Wealth LLC

Trajan Wealth LLC in Scottsdale, AZ is seeking a detail-oriented Tax Associate to join our Tax team. You will support tax preparation, accounting, research, and client service while developing expertise and professional skills. This role is ideal for someone pursuing CPA licensure, CPA eligible, or a newly licensed CPA seeking public accounting experience. onsite at our Scottsdale headquarters with opportunities to grow alongside senior professionals. #J-18808-Ljbffr Trajan Wealth LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Associate: CPA Path & Dynamic Wealth Advisory in Scottsdale, AZ vacancy
  • Mission Wealth Management LP is seeking a Tax Associate to support the tax preparation team and collaborate with wealth advisors. The role emphasizes tax planning for high-net-worth families, attention to detail, and clear communication in a fast-paced environment. Based... 
    Suggested
    Full time

    Mission Wealth

    Scottsdale, AZ
    15 hours ago
  • $77k - $214k

     ...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and...  ...ambiguity, you are comfortable when the path forward isn't clear, you ask...  ...the minimum requirements are met for CPA licensure per respective state regulations... 
    Suggested

    PwC (US)

    Paradise Valley, AZ
    2 days ago
  • Haga Kommer, Ltd. in Scottsdale, Arizona is a fast-growing CPA firm seeking an experienced CPA to prepare and review tax returns and advise clients on compliance matters. Join a firm focused on growth, flexibility, and long-term career success. Ideal candidates have 5+... 
    Suggested

    Haga Kommer, Ltd.

    Scottsdale, AZ
    15 hours ago
  • $75k

     ...Tax AssociateMission 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...  ...services to affluent families since 2000. Our dynamic planning process ensures that every piece of the... 
    Suggested
    Full time
    Work at office
    Immediate start
    Flexible hours

    Mission Wealth

    Scottsdale, AZ
    3 days ago
  • $75k - $100k

     ...a highly motivated and detail-oriented Tax Professional with or pursuing your CPA license? Our growing Accounting Firm is seeking a dynamic individual to join our Tax department. You...  ...rewarding role with a forward-thinking wealth management firm, apply today! Join us in... 
    Suggested
    Work at office
    Local area

    gpac

    Scottsdale, AZ
    15 hours ago
  • $110k - $130k

     ...Without the Burnout — Are you a high-performing CPA tired of the 60+ hour “busy season” grind?...  ...on efficiency, technology, and high-value advisory rather than billable hour quotas. We also...  ...of new possibilities since 2004. We do tax and accounting differently, and we’re... 
    Work at office
    Local area

    eeCPA plc

    Scottsdale, AZ
    2 days ago
  • $80k

     ...Accountant/ Chartered Accountant/ CPA Financial Accountant/...  ..., with limited involvement in tax-related matters. This position...  ...Seniority level Seniority level Associate Employment type Employment type...  ...chances of interviewing at One Oak Advisory Group by 2x Inferred from the... 
    Full time
    Work at office

    One Oak Advisory Group

    Scottsdale, AZ
    15 hours ago
  • Where Strategy Meets Humanity Haga Kommer is one of the fastest‑growing CPA firms in the country, providing tax, accounting, and advisory services across Arizona, Colorado, Iowa, Minnesota, and North Dakota. We are not a traditional CPA firm. We’ve built a people‑first... 
    Flexible hours

    Haga Kommer, Ltd.

    Scottsdale, AZ
    15 hours ago
  • $70k

     ...About Trajan Wealth With over $3 billion in assets under management...  ...planning through Trajan Estate, and tax strategy through Trajan Tax....  ...and detail-oriented Tax Associate to join our Scottsdale, AZ office...  ...professional and a senior Tax CPA. The Tax Associate will... 
    Temporary work
    Internship
    Work at office

    Trajan Wealth LLC

    Scottsdale, AZ
    3 hours ago
  • The Opportunity Wealth & Tax Advisor Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible...  ...’s degree in accounting, finance, or related field CFA, CPA, or CFP required The Benefits Competitive salary and annual... 
    Temporary work
    Work at office
    Flexible hours

    Regal Executive Search

    Scottsdale, AZ
    3 days ago
  •  ...motivated individuals to join our dynamic team as dedicated year-round...  ...unique opportunity combines tax expertise, entrepreneurial spirit...  ...: Active, unrestricted EA, CPA, or attorney license with...  ...Experience in holistic tax advisory services beyond tax filing... 
    Local area

    Intuit

    Scottsdale, AZ
    2 hours ago
  •  ...motivated individuals to join our dynamic team as dedicated year-round...  ...unique opportunity combines tax expertise, entrepreneurial spirit...  ...: Active, unrestricted EA, CPA, or attorney license with...  ...Experience in holistic tax advisory services beyond tax filing... 
    Local area

    Intuit

    Scottsdale, AZ
    2 hours ago
  • A family office is seeking an experienced Wealth & Tax Advisor to join their team in Scottsdale, Arizona. This role involves comprehensive client engagement, financial planning, and preparing tax returns. Ideal candidates will have at least 5 years of experience in taxes... 
    Work at office
    Flexible hours

    Regal Executive Search

    Scottsdale, AZ
    3 days ago
  •  ...Phoenix -PHOE, Mesa -MESAAreas of Interest: Wealth ManagementPay Transparency Salary Range:...  ...and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent...  ...experience. Experience in an investment advisory firm environment with significant... 
    Work experience placement
    Work at office

    Bank of Oklahoma

    Scottsdale, AZ
    15 hours ago
  • $98.4k - $199k

     ...that is firmly rooted in its core values.ResponsibilitiesThe HNW Advisory group is a business designed for clients with diverse and...  ...and private banking who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development... 

    Old National Bank

    Scottsdale, AZ
    4 days ago
  • Overview:Personal Wealth is transforming how investors access personalized financial advice...  ...credible challenge, and strategic risk advisory support across this growing portfolio....  .... The Risk Director will oversee risks associated with cash products, deposits, interest rate... 
    Full time
    Work at office

    Vanguard

    Scottsdale, AZ
    1 day ago
  • $150k

     ...Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our...  ...with clients and advisory teams to implement...  ...families since 2000. Our dynamic planning process...  ...and mentoring new tax associates Review federal and...  ...tax returns required CPA required Experience... 
    Full time
    Work at office
    Immediate start

    Mission Wealth

    Scottsdale, AZ
    15 hours ago
  • $85k - $145k

     ...financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver...  ...about the ranking criteria methodology here.Job Summary:The Wealth Advisor focuses on deepening relationships with an established... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Scottsdale, AZ
    1 day ago
  •  ...individuals to join our dynamic team as dedicated year-round...  ...opportunity combines tax expertise,...  ...financial planning, and advisory services. This is not a...  ...client leaves with a clearer path and the full weight of Intuit...  ...* EA (Enrolled Agent), CPA (Certified Public Accountant... 
    Work at office
    Local area
    Monday to Friday

    Intuit

    Scottsdale, AZ
    1 day ago
  •  ...seeking an experienced Tax Preparer to join our team...  ...Quickbooks and Lacerte • CPA or EA • Strong...  ...Description Brad Huss and Associates, Inc. is a Tax Preparation, Advisory, and Accounting Firm based...  ...clients. We are a growing and dynamic team that values... 
    Full time
    Seasonal work
    Work at office

    Brad Huss and Associates, Inc

    Scottsdale, AZ
    15 days ago
  • Overview:Personal Wealth is transforming how investors access personalized...  ...frameworks; 529 plans; tax, cost basis, and regulatory...  ..., and strategic risk advisory support across this diverse portfolio...  ..., and emerging risks associated with both established and evolving... 
    Full time
    Work at office

    Vanguard

    Scottsdale, AZ
    1 day ago
  •  ...MegaplanIT Holdings, LLC clients Provide Trusted Advisory Services as well as Policy and Procedure...  ...steps, estimated work efforts, and associated timelines Manage and drive evidence...  ...principles Professional certifications (e.g., CPA, CIA) and/or an MBA along with demonstrated... 
    Remote work
    Flexible hours

    MegaplanIT, LLC

    Scottsdale, AZ
    2 days ago
  • Syscon, Inc. is seeking an Assistant Controller who will step into a growing accounting role and learn our internal processes to advance into the Controller seat within one year. This remote role includes some travel to Scottsdale, AZ and requires 5+ years of progressive...
    Remote job

    Syscon Inc.

    Scottsdale, AZ
    1 day ago
  • Syscon Inc in Scottsdale, AZ, is hiring an Assistant Controller to support day-to-day accounting and financial operations and grow into a Controller role. The ideal candidate will have 5+ years of accounting experience and strong Excel skills, engaging in financial reporting...
    Remote job

    Syscon Inc

    Scottsdale, AZ
    2 days ago
  • $80k

     ...Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides \"Fractional...  ...the needle. As an Associate Advisor, you'll work...  ...family wealth dynamics, coordinate professional...  ...nerding out on tax code, trust law, and...  ...defined career path exists with the potential... 
    Work at office
    Easy work

    Dew Wealth Management

    Scottsdale, AZ
    1 day ago
  • $95k - $150k

     ...Tax Manager (Hybrid) - Flexible work schedule / $$$ / Clear growth path / Great leaders in place / Good client base...  ...strong Tax Manager with a CPA in the Ellicott City,...  .... 3. Provide tax advisory services to the management...  ...level, working in a dynamic and fast-paced... 
    Work at office
    Local area
    Flexible hours

    Jobot

    Scottsdale, AZ
    2 days ago
  • $95k - $115k

     ...driving continuous improvement in a dynamic, high-growth environment....  ...(GED) is required. Active CPA License required.Basic Requirements...  ...to work effectively with associates at all levelsDemonstrates credibility...  ...experience preferred (wealth management, investment management... 
    Full time
    For contractors
    Work at office

    Osaic

    Scottsdale, AZ
    3 days ago
  •  ...general ledger, and audits. The ideal candidate has 8-10 years of experience in a large corporation or public accounting firm, and a CPA designation is preferred. Essential functions include leading a team, ensuring compliance with financial regulations, and preparing accurate... 
    Full time

    Keelson Management, LLC

    Scottsdale, AZ
    15 hours ago
  •  ...coverage. You will train with guidance from our Academy and leadership, building skills in financial planning, client reviews, and end-to-end advisory processes. This role emphasizes in-office collaboration and a structured development path. #J-18808-Ljbffr Bank of America
    Work at office

    Bank of America

    Scottsdale, AZ
    1 day ago
  • $85k - $145k

    A financial advisory firm in Scottsdale is seeking a Wealth Advisor to deepen client relationships and grow their practice. This role involves identifying financial goals, communicating solutions, and ensuring client retention through comprehensive offerings. Candidates... 

    Mercer Advisors

    Scottsdale, AZ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Associate: CPA Path & Dynamic Wealth Advisory. Be the first to apply!