Tax Manager (Phoenix)

Tax Manager – Private Client / High-Net-Worth

(commensurate with experience) Shape Complex Wealth Strategies in a Quality-Driven Environmen t We're partnering with a highly respected, client-facing financial services firm in Phoenix to add a Tax Manage r 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 office s, providing strategic tax planning and guidance that directly impacts wealth preservation and legacy planning. Why This Opportunity Stands Out Quality over quantity cultu re – manageable client load and thoughtful, advisory-focused work Strong work-life balan ce – leadership prioritizes sustainability and avoids burnout environments Growth runw ay – clear path to senior leadership with increasing client advisory exposure Collaborative environme nt – partner with experienced professionals across tax, legal, and investments

rack 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