Top 10 Personal financial advisors Jobs in Yuma, Az

Tax Manager
Frost PLLC —Yuma, AZ
- From $111,500 a year
- Extended hours
- CPA
- Research
- Bachelor's degree
- Paid parental leave
- Disability insurance
Quick Apply
9d
Recruitment or Relocation Incentive may be Authorized Supervisory General Attorney
U.S. Customs and Border Protection —Yuma, AZ
- $147,945 - $192,331 a year
- Full-time
- Remote
- Psychiatry
- 5 years
- Office
- Paid holidays
- Health insurance
6d
Certified Athletic Trainer
Battelle —Yuma, AZ
- Full-time
- Hybrid work
- Mid-level
- Office
- Master's degree
- Wellness program
- Health insurance
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
$60,000 - $70,000 a year
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
Quick Apply

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personal financial advisors jobs near yuma, az

Tax Manager

Frost PLLC -
Yuma, AZ

Quick Apply

Job Details

Full-time
From $111,500 a year
9 days ago

Benefits

Paid parental leave
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance

Qualifications

CPA
Public accounting
Bachelor's degree
Accounting firm experience
Tax preparation software

Full Job Description

Why Join Us?

Our Tax Managers are pivotal in shaping the financial futures of our diverse clientele while fostering a collaborative and innovative work environment.

What You'll Do:

Client Advisory: Serve as a trusted advisor, helping clients navigate complex tax landscapes and develop effective strategies.
Team Leadership: Mentor and develop our talented staff, seniors, and supervisors, nurturing a culture of growth and learning.
Tax Expertise: Engage in comprehensive tax planning and compliance, managing intricate tax returns and special service engagements.
Client Engagement: Maintain ongoing relationships with clients, understanding their business needs beyond tax-related aspects.
Project Management: Efficiently manage project timelines and budgets, ensuring high-quality deliverables.
Network Building: Expand your professional network, contributing to our firm's growth and client retention.
Problem Solving: Provide innovative solutions and resolutions to complex tax issues.

What We're Looking For:

Bachelor's degree in accounting or related field.
Minimum seven tax seasons of experience.
Certified Public Accountant (CPA) license.
Public Accounting experience.
Preferred experience in Agribusiness and mid to large-size tax firms.
Proficiency with CCH Axcess, CCH Prosystems fx Engagement, CCH AnswerConnect, and other tax preparation / research softwares.
Willingness to travel across the United States (20-40 nights/year).
Ability to work extended hours during busy seasons.

What's In It For You?

Competitive Compensation: We offer a salary that values your expertise and experience.
Generous PTO: Ample paid time off to recharge and enjoy life outside of work.
Comprehensive Benefits: Medical, dental, and vision programs.
401(k) Retirement: Secure your future with our robust retirement plan.
Education Reimbursement: We support your continuous learning journey.
Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities.
Professional Memberships: We cover fees for business, civic, and professional organizations.
Well-being Resources: Support for your emotional well-being.
Life and Disability Insurance: Peace of mind with our paid insurance programs.
Parental Leave: Paid maternity and paternity leave.
CPE Memberships: We cover your membership fees to state CPA societies and the AICPA.
Paid CPE: Continuous professional education on us.

The Frost Experience:

Initial Screening: A phone call to understand your fit for the role.
Panel Interviews: Engage with HR and potential colleagues to discuss your future with us.
Feedback Loop: Transparent communication throughout the hiring process.

Who is Frost?

Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. Our services span tax, assurance, advisory, business valuation, litigation, and animal welfare. We value respect, communication, and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life.

Frost, PLLC’s policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates.

Frost, PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost, PLLC. (e.g., search firms, staffing agencies, fee-based referral services, and recruiting agencies.)
Any resume or CV submitted to an employee of Frost, PLLC, without a signed vendor agreement in place within the last year will be considered Frost's property.

To be duly considered for a vendor agreement with Frost, PLLC, all formal requests must be exclusively submitted to [email protected]. Any communication through alternative channels shall be deemed invalid for consideration

Quick Apply

Refine Your Search

personal financial advisors jobs in yuma, az

Tax Manager

Recruitment or Relocation Incentive may be Authorized Supervisory General Attorney

Certified Athletic Trainer

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

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