Tax Manager
Tax Manager
liberty staffingMesa, AZ
today
Tax PreparersAccountants and AuditorsTax Examiners and Collectors, and Revenue Agents
Tax Preparation ServicesOffices of Certified Public AccountantsTrust, Fiduciary, and Custody Activities
Apply for this role →Tax Manager 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:
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
Benefits: Medical insurance Vision insurance Dental insurance 401(k)Tuition assistance
Also on the board Same function, level within a rung
Level
Senior
Location
Mesa, AZ
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
today