Tax Associate

MRA Associates, a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled advisors with the expertise to service the unique needs of high net worth individuals and families. We are one of Phoenix Business Journal’s top ranked independent investment advisers and one of CareerBuilder’s Top Companies to Work For in Arizona. Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.

The Tax Associate is an exempt client relationship management position providing administrative, tax compliance, and fiduciary support. The Tax Associate’s primary responsibility is to coordinate and participate in client services within a team concept.

Qualifications:

Masters degree in Tax from an accredited university
1-3 years’ current public accounting experience including individual and trust taxation
CPA certification preferred
Proficiency in Word, Excel, PowerPoint, and Outlook
Relevant exposure to CRM and financial services software
Strong financial analytical and planning skills and work ethic.

Interested candidates should submit a resume and thoughtful cover letter and to Brenda Bernardi, Director of Business Operations, at hr@mraassociates.com. A complete job description is available upon request.