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Wealth & Tax Advisor

Employer
Fortitude Family Office, LLC
Location
Scottsdale, Arizona
Salary
Competitive salary and benefits commensurate with experience and qualifications.
Closing date
May 20, 2024

Job Details

The Opportunity

Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.

The Expectations

  • Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
  • Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
  • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
  • Prepare, review, and complete individual, trust, partnership, and corporate tax returns

The Qualifications

  • 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
  • In-depth knowledge of tax or investments
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply
  • Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
  • Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
  • Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
  • Bachelor’s degree in accounting, finance, or related field
  • CFA, CPA, or CFP preferred

The Benefits

  • Competitive salary and annual performance-based bonus
  • Flexible work arrangements
  • Unlimited PTO and 10 paid holidays per year
  • Medical, dental, and vision health plans with generous employer contribution
  • Supplemented health savings account (HSA)
  • Short and Long-term disability coverage paid for by employer
  • Flexible 401(k) retirement benefits with employer contributions
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement  

Company

Fortitude is a fully integrated team of wealth management, investment advisory, tax, accounting, philanthropy, and business operations professionals. We take a high-touch approach to amplify our clients’ impact, expand their wealth, and streamline their life.

RIAs are changing, and rarely for the better. Mega-firms are buying up small ones to boost margins. Poor fit technology is eroding human connection. Excessive outsourcing adds coordination nightmares. 

Fortitude was born with a vision to reshape how families build, sustain, and nurture legacy and wealth. Frankly, we were tired of seeing how industry changes never gave clients back more of what they wanted: time, purpose, and legacy.

We started with one client, and have built a word-of-mouth practice that emphasizes partnership, agility, simplicity, and performance.

Our team brings essential disciplines under one roof to give clients everything they need to execute visions for their futures. The families we work with want objective partners (not for-hire, “yes” men) supporting their financial plans. Sometimes, this means tough conversations and hard decisions.

That’s why we operate as Fortitude – we have the courage to do what’s right to maximize our clients’ financial future and help them execute their life’s purpose. 

Company info
Website
Telephone
6028340089
Location
8901 E Pima Center Pkwy
Suite 145
Scottsdale
Arizona
85258
US

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