Pinnacle Staffing Group - Phoenix

Compensation

Full Description

A fast-growing wealth management and financial services firm is seeking an experienced Contract Tax Consultant to support the strategic expansion of its Tax Services function. This is a short-term, high-impact consulting engagement focused on business strategy, operational integration, and scalability — not day-to-day tax preparation. The ideal consultant will bring a strong background in building or scaling tax practices, particularly within firms that integrate tax services alongside wealth management or investment advisory offerings. This is a unique opportunity to provide executive-level guidance, evaluate current operations, and deliver clear, actionable recommendations that will directly influence the future direction of the business. Key Responsibilities • Partner with leadership to develop and implement a scalable business strategy for the Tax Services division. • Provide recommendations on staffing models, org structure, technology solutions, and performance metrics. • Ensure tax services are seamlessly integrated into investment advisory offerings — not treated as a siloed function. • Advise on industry best practices and operational frameworks within the Registered Advisor (RA) space. • Collaborate with executive and cross-functional stakeholders to align strategic direction and execution plans. • Present strategic findings and implementation roadmaps in a clear, actionable format to senior leadership. Qualifications • CPA designation preferred, but not required. • 7+ years of experience in tax consulting, public accounting, or financial advisory. • Proven track record of building or scaling a tax or advisory practice. • Strong understanding of the Registered Advisor (RA) ecosystem and tax-wealth integration strategies. • Demonstrated expertise in defining business processes, KPIs, and operational growth plans. • Excellent communication and stakeholder management skills. Engagement Details • Duration: 6–9 months • Commitment: Flexible (part-time or full-time negotiable) • Location: Remote (U.S.-based) • Compensation: This salary is open for negotiation; competitive and based on experience and scope of engagement. Why This Opportunity This is an exciting chance to shape the future of a growing tax advisory function within a well-established wealth management firm. The selected consultant will play a critical role in crafting the strategic roadmap, designing operational frameworks, and positioning the team for sustainable long-term growth. This engagement is ideal for a seasoned consultant who thrives on solving complex business challenges, aligning cross-functional teams, and delivering high-value outcomes. Company DescriptionAbout Pinnacle The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets. EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.