Tax Manager

Job Description

Job Description

Now Hiring : Tax Manager

Location : Phoenix, AZ (Hybrid)

Compensation : $150,000+ base + individual performance bonus + profit-sharing

Make an Impact Where It Matters Most

We're looking for an experienced Tax Manager to join a highly respected client-facing financial services team in Phoenix. This is a career-defining opportunity for a seasoned tax professional who thrives in a collaborative, high-performing environment and is passionate about working with ultra-high-net-worth individuals and family offices.

In this role, you'll take ownership of complex tax planning and compliance work, act as a trusted advisor, and help shape the financial futures of clients through proactive strategy and exceptional service.

What You'll Do

Lead and manage tax engagements for high-net-worth families and individuals

Review and prepare federal and state returns (individual, trust, estate, partnership)

Advise clients on income, estate, gift, and trust tax planning

Serve as a key point of contact for clients with year-round guidance and support

Mentor and develop junior staff while promoting firm-wide best practices

Partner with legal, investment, and client services teams to deliver holistic solutions

What You Bring

8+ years of progressive tax experience (public accounting or financial advisory preferred)

Active CPA license required

Strong client-facing communication and advisory skills

Ability to manage multiple priorities and meet deadlines

Consistent tenure with previous employers

Experience with ultra-high-net-worth clients or family offices is a plus

Deep knowledge of individual, partnership, estate, trust, and gift taxation

Work Environment & Flexibility

Hybrid Schedule :

First 3 months : Primarily on-site for training and onboarding

After 3 months : 1 remote day per week

After 6 months : 2 remote days per week

Location : Phoenix, AZ

Why This Opportunity?

Competitive compensation and generous bonus structure