Job Description
ABOUT
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Tax Team at the Bahnsen Group is an integral part of achieving this vision.
Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 80 employees. The firm manages over $6.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
OPPORTUNITY
The Bahnsen Group is looking for a Tax Consultant to join the Tax Department in their Phoenix, AZ office. The role is a full-time, in-office position. The Tax Consultant will work with experienced CPAs and have ample opportunity to grow within the Tax Department.
RESPONSIBILITIES
Collect data from clients for tax projections and tax preparation purposes
Submit tax filings and file extensions by deadlines
Perform data entry & analysis for tax returns and tax projections
Independently complete less complex tax returns with approval from Senior Tax Consultants
Collaborate with Senior Tax Consultants to facilitate data entry and identify opportunities on intricate individual and business tax returns Research federal and state income tax issues and prepare written responses to client questions with support from Senior Tax Consultants
QUALIFICATIONS
Bachelor's degree in finance, tax, accounting, or economics
1-5 years of tax season experience in an established accounting firm
Experience with tax preparation software
Detail oriented
Strong work ethic
CONSIDERATION
Salary commensurate with experience
Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation The Bahnsen Group
Job Tags
Full time,