Top 63 Client advisor Jobs in Yuma, Az

Tax Director
AKRE & Associates —Arizona
- $175,000 a year
- Remote
- CPA
- 5 years
- QuickBooks
Quick Apply
3d
Service Delivery Optimization Consultant - West Coast
Phamily —Yuma, AZ
- Full-time
- Hybrid work
- Nursing
- 5 years
- Bachelor's degree
- Paid parental leave
- Health insurance
Financial Advisor - Veteran Transition Program (Arizona & New Mexico)
WealthBridge Financial Group —Yuma, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Strategic Account Executive, Federal and Public Sectors
ALLO Communications LLC —Yuma, AZ
- Full-time
- Up to 50% travel
- Marketing
- 5 years
- Health savings account
- Health insurance
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City Attorney
City of San Luis —San Luis, AZ
- $126,269 - $202,044 a year
- Online Application
- Spanish
- 5 years
- Driver's License
- AD&D insurance
- Disability insurance
Wealth Advisor
OneAZ Credit Union —Yuma, AZ
- Mid-level
- Office
- Finance
- Paid holidays
- Loan repayment program
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Advisory
ITC WORLDWIDE —Yuma, AZ
- CPA
- Bachelor of Science
- Mid-level
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Certified Athletic Trainer
Battelle —Yuma, AZ
- Full-time
- Hybrid work
- Mid-level
- Office
- Master's degree
- Wellness program
- Health insurance
Licensed Medicare Insurance Agent (Remote)
HEALTHPLANONE, LLC —Yuma, AZ
- Weekends as needed
- 18 years or older
- Mid-level
- High school diploma or GED
- Health insurance
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Tax Manager
Frost PLLC —Yuma, AZ
- From $117,000 a year
- Extended hours
- 7 years
- CPA
- Office
- Paid parental leave
- Disability insurance
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Remote Solutions Architect
Coalition Technologies —United States
- $22.50 - $35.00 an hour
- Remote
- ERP systems
- JavaScript
- Senior level
- Profit sharing
- Health insurance
Lead Solution Architect
TRC Staffing —United States
- $100 - $115 an hour
- Temporary
- Remote
- Merchandising
- Training & development
- Senior level
Quick Apply
11d
Experienced Chiller and HVAC Technician
Caldaia Controls, LLC —United States
- $65,000 - $95,000 a year
- Full-time
- Background check
- Mid-level
- Driver's License
- Travel reimbursement
- Fuel card
Quick Apply

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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8d
Data Operations Scheduling Coordinator
Valor Executive Search —Columbus, OH
The majority of your time will be spent sourcing, filing, and maintaining client records in Salesforce and the firm's document management system, while also…
$60,000 - $77,500 a year
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client advisor jobs near yuma, az

Tax Director

AKRE & Associates
Arizona

Quick Apply

Job Details

$175,000 a year
3 days ago

Qualifications

Customer relationship building
Financial statement analysis
Partnership tax expertise
State tax
Financial report interpretation
Financial statement interpretation

Full Job Description

Build and Lead a Specialized Tax Practice - FULLY REMOTE

Compensation: $175K + Bonus

A growing consulting and financial services firm is seeking an experienced Tax Director to build and lead a new tax practice serving closely held businesses throughout the United States. This is an exciting opportunity for an entrepreneurial tax leader who wants to create something from the ground up. You will have the autonomy to establish the practice’s technology, workflows, engagement structure, pricing strategy, quality-control standards, and client-service model.

The firm already provides bookkeeping, consulting, valuation, succession-planning, and M&A support to an established portfolio of clients. The Tax Director will build upon these existing relationships, creating a seamless transition from bookkeeping and financial reporting to tax compliance and proactive advisory services.

What You’ll Do

Build, launch, and lead a specialized tax practice
Prepare and review business tax returns, including Forms 1120-S, 1065, and 1120.
Prepare and review individual tax returns for business owners, including Form 1040.
Partner with the bookkeeping team to create an efficient, accurate bookkeeping-to-tax handoff.
Deliver proactive tax planning and advisory services, including quarterly estimates, year-end projections, entity-structure guidance, and reasonable-compensation and distribution planning.
Serve as the firm’s signing preparer of record and EFIN responsible official.
Establish quality-control procedures, including a mandatory second-review process before returns are filed.
Advise consulting, valuation, and M&A teams on the tax implications of acquisitions, ownership transitions, succession plans, and business sales.
Design and manage seasonal or offshore preparation support, allowing the Tax Director to focus on review, planning, strategy, and client relationships.
Establish engagement scopes, service packages, and pricing strategies.
Select and implement tax software, workflow tools, and scalable practice-management processes.
Develop and maintain written data-security policies consistent with IRS safeguards and firm privacy standards.
Build trusted, long-term relationships with business owners and become a proactive advisor throughout the year.
Manage filing deadlines and maintain exceptional service standards during tax season.

What You’ll Bring

Active CPA license in good standing.
Valid PTIN.
Ability to successfully complete the IRS e-file provider suitability process and serve as an EFIN responsible official.
At least five years of experience preparing and reviewing tax returns for closely held businesses.
Strong experience with S corporations, partnerships, corporations, and business-owner individual returns.
Multi-state tax return experience.
Ability to read and interpret financial statements.
Experience working with QuickBooks Online or a comparable accounting platform.
Demonstrated success managing client relationships and communicating complex tax matters clearly.
Strong organizational skills and the ability to manage competing deadlines during filing season.
A collaborative, entrepreneurial mindset with the ability to build processes and make thoughtful decisions independently.

Experience That Will Set You Apart

The strongest candidates may also bring one or more of the following:

Advanced trust and estate taxation experience, including Form 1041, qualified funeral trusts, or perpetual care funds.
Experience launching, building, or systematizing a tax practice.
Certified Exit Planning Advisor, or CEPA, designation.
Certified Exit Planner, or CExP, designation.
Accredited in Business Valuation, or ABV, credential.
Certified Valuation Analyst, or CVA, credential.
Personal Financial Specialist, or PFS, credential.
Certified Financial Planner, or CFP, certification.
Accredited Estate Planner, or AEP, designation.
Experience supporting business sales, succession planning, or M&A transactions.

Why Consider This Opportunity?

Build and shape a tax practice rather than inheriting a rigid operating model.
Step into an established client ecosystem with strong bookkeeping and consulting relationships.
Focus on a unique and relationship-driven industry with meaningful opportunities for specialization.
Work closely with senior leadership and influence the firm’s long-term growth strategy.
Expand beyond compliance into tax planning, valuation, succession, and transaction advisory.
Create the technology, processes, and team structure needed to support a scalable practice.
Enjoy the flexibility of working remotely

Quick Apply

Refine Your Search

client advisor jobs in yuma, az

Tax Director

Service Delivery Optimization Consultant - West Coast

Financial Advisor - Veteran Transition Program (Arizona & New Mexico)

Strategic Account Executive, Federal and Public Sectors

City Attorney

Wealth Advisor

Advisory

Certified Athletic Trainer

Licensed Medicare Insurance Agent (Remote)

Tax Manager

Remote Solutions Architect

Lead Solution Architect

Experienced Chiller and HVAC Technician

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