$120K - $155K/yr
The role involves tax planning, tax return review, client advisory services, practice leadership ... Collaborate with wealth advisors and attorneys on integrated financial strategies Practice ...
New
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$120K - $155K/yr
The role involves tax planning, tax return review, client advisory services, practice leadership ... Collaborate with wealth advisors and attorneys on integrated financial strategies Practice ...
New
Phoenix, AZ · On-site
$94.09K - $125.61K/yr
Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. * Provides comprehensive service and directly assists in profitably growing the company ...
Phoenix, AZ · On-site
$94.09K - $125.61K/yr
Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. * Provides comprehensive service and directly assists in profitably growing the company ...
$94.09K - $125.61K/yr
Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. * Provides comprehensive service and directly assists in profitably growing the company ...
$94.09K - $125.61K/yr
Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. * Provides comprehensive service and directly assists in profitably growing the company ...
$101.62K - $135.65K/yr
Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. * Provides comprehensive service and directly assists in profitably growing the company ...
$101.62K - $135.65K/yr
Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. * Provides comprehensive service and directly assists in profitably growing the company ...
This role provides strategic leadership, people management, client relationship management and international subjectmatter oversight for a team of Treasury Management Consultants supporting ...
This role provides strategic leadership, people management, client relationship management and international subjectmatter oversight for a team of Treasury Management Consultants supporting ...
They will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives ...
They will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives ...
Creating client strategies for Data & AI infrastructure. • Solution Definition: Defining IBM Data & AI solutions that enhance technology stacks. • Educational Support: Providing proof of concepts ...
Creating client strategies for Data & AI infrastructure. • Solution Definition: Defining IBM Data & AI solutions that enhance technology stacks. • Educational Support: Providing proof of concepts ...
Flagstaff, AZ · On-site
$120K - $155K/yr
Key ResponsibilitiesTax Planning & Client Advisory * Prepare and review complex individual, trust, partnership, and business tax returns * Provide proactive tax planning for high-net-worth ...
New
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Flagstaff, AZ · On-site
$120K - $155K/yr
Key ResponsibilitiesTax Planning & Client Advisory * Prepare and review complex individual, trust, partnership, and business tax returns * Provide proactive tax planning for high-net-worth ...
New
Independently leads client strategy and service on the largest and most complex WPGC clients across the company. * Creates multiple opportunities to engage and diagnose needs proactively and ...
Independently leads client strategy and service on the largest and most complex WPGC clients across the company. * Creates multiple opportunities to engage and diagnose needs proactively and ...
Independently leads client strategy and service on the largest and most complex WPGC clients across the company. * Creates multiple opportunities to engage and diagnose needs proactively and ...
Quick apply
Independently leads client strategy and service on the largest and most complex WPGC clients across the company. * Creates multiple opportunities to engage and diagnose needs proactively and ...
Gilbert, AZ · On-site
Understand the client's strategy and goals, dissect previous store performance, synthesize past and future local market events to adjust pricing recommendations for the client * Proactively look out ...
Gilbert, AZ · On-site
Understand the client's strategy and goals, dissect previous store performance, synthesize past and future local market events to adjust pricing recommendations for the client * Proactively look out ...
Tempe, AZ · On-site
Understand the client's strategy and goals, dissect previous store performance, synthesize past and future local market events to adjust pricing recommendations for the client * Proactively look out ...
Tempe, AZ · On-site
Understand the client's strategy and goals, dissect previous store performance, synthesize past and future local market events to adjust pricing recommendations for the client * Proactively look out ...
This role is strategic and ideal for a professional committed to delivering outstanding client service and achieving positive outcomes for both the environment and our clients. Detailed Description:
This role is strategic and ideal for a professional committed to delivering outstanding client service and achieving positive outcomes for both the environment and our clients. Detailed Description:
This role is strategic and ideal for a professional committed to delivering outstanding client service and achieving positive outcomes for both the environment and our clients. Detailed Description:
This role is strategic and ideal for a professional committed to delivering outstanding client service and achieving positive outcomes for both the environment and our clients. Detailed Description:
Phoenix, AZ · On-site
$45K/yr
This role blends sales, client strategy, and recruitment oversight and is ideal for someone with strong industry contacts and an entrepreneurial mindset. What You'll Do * Develop and execute a ...
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Phoenix, AZ · On-site
$45K/yr
This role blends sales, client strategy, and recruitment oversight and is ideal for someone with strong industry contacts and an entrepreneurial mindset. What You'll Do * Develop and execute a ...
This role blends sales, client strategy, and recruitment oversight and is ideal for someone with strong industry contacts and an entrepreneurial mindset. What You'll Do * Develop and execute a ...
Quick apply
This role blends sales, client strategy, and recruitment oversight and is ideal for someone with strong industry contacts and an entrepreneurial mindset. What You'll Do * Develop and execute a ...
This role blends sales, client strategy, and recruitment oversight and is ideal for someone with strong industry contacts and an entrepreneurial mindset. What You'll Do * Develop and execute a ...
This role blends sales, client strategy, and recruitment oversight and is ideal for someone with strong industry contacts and an entrepreneurial mindset. What You'll Do * Develop and execute a ...
Participate in client strategy discussions; contribute to continuous improvement of service execution * Complete required training to remain current on policies, procedures, and risk expectations ...
Participate in client strategy discussions; contribute to continuous improvement of service execution * Complete required training to remain current on policies, procedures, and risk expectations ...
Tempe, AZ · On-site
$70K - $115K/yr
Participate in client strategy discussions; contribute to continuous improvement of service execution * Complete required training to remain current on policies, procedures, and risk expectations ...
Tempe, AZ · On-site
$70K - $115K/yr
Participate in client strategy discussions; contribute to continuous improvement of service execution * Complete required training to remain current on policies, procedures, and risk expectations ...
Participate in client strategy discussions; contribute to continuous improvement of service execution * Complete required training to remain current on policies, procedures, and risk expectations ...
Participate in client strategy discussions; contribute to continuous improvement of service execution * Complete required training to remain current on policies, procedures, and risk expectations ...
| Aspect | Client Strategy | Client Services |
|---|---|---|
| Primary Focus | Developing long-term client growth plans and strategic initiatives | Managing day-to-day client needs and support |
| Skills & Credentials | Strategic thinking, market analysis, communication skills | Customer service, problem-solving, technical knowledge |
| Work Environment | Collaborative, planning sessions, cross-departmental | Client meetings, support teams, operational tasks |
| Industry Usage | Consulting firms, marketing agencies, tech companies | Service providers, account management roles |
While both roles involve working closely with clients, Client Strategy focuses on creating long-term growth plans and strategic initiatives, whereas Client Services emphasizes managing ongoing client needs and support. Understanding these differences helps organizations assign the right responsibilities and professionals to each role.
$120K - $155K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Posted 2 days ago
We are seeking an experienced CPA to lead and grow its tax practice. The role involves tax planning, tax return review, client advisory services, practice leadership, and team development. This position offers a long-term leadership and partnership opportunity within an integrated wealth management, tax, and law firm.
Key ResponsibilitiesTax Planning & Client AdvisoryPrepare and review complex individual, trust, partnership, and business tax returns
Provide proactive tax planning for high-net-worth individuals and business owners
Identify multi-year tax planning opportunities
Research tax issues and recommend practical solutions
Collaborate with wealth advisors and attorneys on integrated financial strategies
Support the growth and direction of the tax practice
Improve workflows, systems, and client experience
Assist with tax-season management, quality control, and review processes
Recommend operational and technology improvements
Mentor and support accounting and bookkeeping staff
Contribute to hiring and team development initiatives
Promote a collaborative work environment
Help expand firm capacity and service offerings
Contribute ideas related to pricing, service models, and client strategy
Strengthen relationships with clients and referral partners
Active CPA license (Arizona license or ability to obtain)
Minimum 7 years of tax preparation, review, and advisory experience
Strong experience with complex individual, trust, partnership, and business tax returns
Experience working with high-net-worth individuals and business owners
Strong technical tax knowledge and attention to detail
Ability to independently manage client relationships
Strong communication and collaboration skills
Supervisory or mentoring experience
Experience improving operational systems and processes
401(k) matching
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Paid sick time
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W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
