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Wealth & Tax Advisor — Client CFO , PTO
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-02-01
Listing for:
Regal Executive Search
Part Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
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 or investment management, a degree in finance or accounting, and relevant certifications. The position offers a competitive salary, flexible work arrangements, and generous benefits.
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