Tax Associate

Tax Associate

Location / Type: Full-time | Scottsdale, AZ | Hybrid

About Fortitude

Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona. We serve ultra-high-net-worth families with more than $3 billion in net worth under advisement, and we bring investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof, so our clients don't have to coordinate a patchwork of outside professionals. Inc. Regionals recognized Fortitude as one of the fastest-growing companies in the Southwest.

The Opportunity

You'll prepare individual, trust, partnership, and corporate returns for a focused group of families and the entities they own. Because our tax, accounting, and wealth teams work on the same families, you'll see how each return connects to the bigger picture. You'll learn from senior tax staff on real client work, with planning happening throughout the year, not just in busy season.

What You'll Do

• Prepare individual, trust, partnership, corporate, and gift returns (Forms 1040, 1041, 1065, 1120S, 709) and supporting workpapers
• Gather and organize source documents with our accounting and client service teams
• Help calculate estimated tax payments and year-end projections
• Research tax notices and draft responses for review
• Attend client meetings in a support role
• Support cash flow, estate, and balance sheet planning work

What We're Looking For

• Bachelor's degree in accounting, finance, or tax
• 0–2 years of tax preparation experience (internships count)
• Master's in Tax preferred
• CPA in progress, or a plan to pursue it, strongly preferred
• You take ownership of your work and see it through, and you keep the team in the loop
• You do well on a small team where everyone wears a few hats
• Comfortable in Excel and Outlook; experience with Salesforce or tax software is a plus

Benefits

• Annual performance-based bonus
• Hybrid: fully in office for your first 90 days, then three days a week in the office
• 4 weeks of paid time off plus 10 paid holidays
• Medical, dental, and vision with generous employer-paid premiums, plus an employer HSA contribution
• Employer-paid disability and life insurance, plus a company-paid pet care membership
• 401(k) with an employer contribution, plus profit sharing and a cash balance plan
• Paid certifications and continuing education, plus a client referral bonus program
• Quarterly team events and volunteer days, the Fortitude Olympics, a golf simulator, and a fully stocked kitchen

Fortitude Family Office is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by law.