What are the responsibilities and job description for the Certified Public Accountant position at The Well?
Full-Time | On-Site | Competitive Base $120K - $160K (depending on experience/scope) Seasonal Bonus variable tied to returns and production | Benefits: Medical, dental, 401(k) with profit sharing, PTO, holidays, your birthday off | Extras: Annual incentive trips, 50% discount on tax & estate services
Are you tired of crunching numbers in a vacuum and want to be part of something bigger... a firm that values people, purpose, and growth?
We’re hiring on behalf of a 20-year, family-founded wealth management and tax firm that’s growing fast (50 employees across Tempe, Peoria, and Scottsdale). They’ve built a stellar reputation — award-winning culture, thriving marketing engine, and deep roots in faith and integrity.
About the Firm
- Independent RIA offering wealth management, insurance, tax, and estate/trust services
- Recognized as a Top Place to Work in the Phoenix Valley
- Inclusive, collaborative, and faith-forward culture
- Strong client base (mass affluent to HNW, typically $350K–$500K investable assets)
- Backed by powerful marketing — TV, radio, events, digital
Why You’ll Love This Role
- Opportunity to step into leadership as the firm scales
- Manage ~200 tax returns during peak season
- Lead tax planning meetings and develop SOPs that shape the firm’s next chapter
- Balance your off-season with strategy, client planning, and big-picture projects
- Be part of a team that celebrates wins — together (think local resort getaways or Cabo for stretch goals)
What You Bring
- CPA license required (or EA on a CPA track)
- Proven tax prep experience — confident in both client work and collaboration
- Strong communicator who can simplify complex tax topics
- Empathetic, service-driven, and grounded in values
- Organized, ethical, and thrives in a purpose-driven culture
Does this sound like you? Let's talk.
Salary : $120,000 - $160,000