Tax Manager 5632

Location: Phoenix, AZ (Hybrid Onsite)

Compensation: $130K–$200K+ Base + Bonus + Profit Sharing (commensurate with experience)Shape Complex Wealth Strategies in a Quality-Driven Environment We’re partnering with a highly respected, client-facing financial services firm in Phoenix to add a Tax Manager to their growing team. This is a standout opportunity for a tax professional who values meaningful advisory work, long-term client relationships, and a sustainable pace. You’ll work closely with high-net-worth and ultra-high-net-worth individuals and family offices, providing strategic tax planning and guidance that directly impacts wealth preservation and legacy planning. Why This Opportunity Stands Out Quality over quantity culture – manageable client load and thoughtful, advisory-focused work Strong work-life balance – leadership prioritizes sustainability and avoids burnout environments Growth runway – clear path to senior leadership with increasing client advisory exposure Collaborative environment – partner with experienced professionals across tax, legal, and investments

What You’ll Do: Lead and manage tax engagements for HNW/UHNW individuals and families Review and prepare complex federal and multi-state returns (individual, trust, estate, partnership)Provide strategic advice on income, estate, gift, and trust tax planning Serve as a trusted, year-round advisor to clients Mentor and develop junior team members Collaborate with legal and investment teams to deliver integrated solutions What You Bring 5-8+ years of progressive tax experience (public accounting or HNW advisory Active CPA required, or must be an Ensured Agent on a CPA track Strong expertise in individual, partnership, trust, estate, and gift taxation Proven client-facing and relationship management skills Experience with HNW/UHNW clients or family offices strongly preferred