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Tax Manager
Tax ManagerLiberty Search Group • Mesa, AZ, US
Tax Manager

Tax Manager

Liberty Search Group • Mesa, AZ, US
20 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

As Tax Manager, you’ll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies.

What You’ll Be Doing

  • Lead and oversee tax engagements for UHNW families and private clients
  • Review and prepare complex federal and state returns (individual, trust, estate, partnership)
  • Provide strategic advice on income, estate, gift, and trust tax matters
  • Partner with legal, wealth, and investment advisors to deliver holistic solutions
  • Serve as a trusted advisor to clients year-round, not just during tax season
  • Mentor and develop associates and advisors, helping shape best practices across the team
  • Contribute to process improvement and uphold a culture of excellence

Requirements

Who You Are

  • 8+ years of progressive experience in tax advisory or public accounting
  • Active CPA required ; Master’s in Taxation or Accounting preferred
  • Strong technical expertise in individual, partnership, trust, estate, and gift taxation
  • Proven ability to lead client relationships and manage multiple engagements
  • Excellent communicator with a collaborative, service-first mindset
  • Big Four experience strongly preferred
  • Experience with family offices or private wealth clients is a plus
  • Demonstrated stability and long-term growth in prior roles
  • BenefitsFeatured benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Tuition assistance
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