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
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Lead and manage tax engagements for high-net-worth families and individuals
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Review and prepare federal and state returns (individual, trust, estate, partnership)
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Advise clients on income, estate, gift, and trust tax planning
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Serve as a key point of contact for clients with year-round guidance and support
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Mentor and develop junior staff while promoting firm-wide best practices
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Partner with legal, investment, and client services teams to deliver holistic solutions
What You Bring
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8+ years of progressive tax experience (public accounting or financial advisory preferred)
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Active CPA license required
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Strong client-facing communication and advisory skills
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Ability to manage multiple priorities and meet deadlines
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Consistent tenure with previous employers
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Experience with ultra-high-net-worth clients or family offices is a plus
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Deep knowledge of individual, partnership, estate, trust, and gift taxation
Work Environment & Flexibility
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Hybrid Schedule:
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First 3 months: Primarily on-site for training and onboarding
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After 3 months: 1 remote day per week
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After 6 months: 2 remote days per week
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Location: Phoenix, AZ
Why This Opportunity?
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Competitive compensation and generous bonus structure
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Engaged, collaborative, and professional team culture
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Long-term stability and room to grow
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Exposure to high-level client work and leadership opportunities
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Work closely with industry experts and decision-makers
Ready to Take the Next Step?
If you’re a motivated tax professional looking to elevate your career in a role that values client impact, leadership, and collaboration, we want to hear from you. Apply now and explore how you can grow with a team that’s redefining excellence in financial services.