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Job description
Fortitude Family Office is seeking MTax students or recent graduates for a full‑time associate or senior associate position on our team. Unlike many roles at tax‑only firms, this position goes beyond tax return preparation, offering meaningful exposure to how our family office serves clients across investments, wealth management, accounting, and outsourced CFO services.
Expectations
Help prepare, review, and complete individual, trust, partnership, and corporate tax returns
Assist with tax planning and preparation
Attend client meetings
Participate in cash flow planning, estate planning, cash management, and balance sheet planning
Support the client services and administrative teams as needed or requested
Qualifications
Self‑starting individual who takes responsibility for 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 Tax required
Master’s degree in Tax preferred
CPA license in progress or interest in pursuing CPA certification strongly preferred
Benefits
Competitive salary and annual performance‑based bonus
Flexible 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
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
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Accounting / Auditing and Finance
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Worksite address
scottsdale, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.