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tax manager cpa

4 weeks ago

Phoenix, Arizona, United States Jobot Full time
Growing firm is looking for tax seniors and tax managers with FO and/or HNW experience

This Jobot Job is hosted by: Sydney Weaver
Are you a fit? Easy Apply now by clicking the Apply Now button and sending us your resume.
Salary: $80,000 - $120,000 per year

A bit about us:

Are you a tax professional looking to step beyond compliance into a high-level advisory role? A prestigious Family Office serving high-net-worth individuals and families (ranging from $5 million to $100 million+) is looking for a Tax Manager (or an experienced Tax Senior) to join their team. This firm specializes in tax mitigation, family office solutions, and strategic wealth building, with a strong focus on pass-through entities, partnerships, trusts, and multi-generational planning.

This is a unique opportunity to work beyond traditional compliance and provide sophisticated tax strategies to ultra-affluent clients. If you're ready to be part of a high-level advisory firm, apply now

Why join us?

Great Benefits, Hybrid Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more

Job Details

Responsibilities:
  • Manage and oversee tax planning and compliance for HNW/UHNW individuals, families, trusts, and their business entities
  • Develop and execute tax strategies for partnerships, S-corporations, and other pass-through entities
  • Advise on wealth transfer, estate planning, and multi-generational tax efficiency
  • Research complex tax issues related to private investments, real estate holdings, and family office structures
  • Ensure compliance with federal, state, and international tax regulations, particularly for clients with multi-jurisdictional assets
  • Work closely with investment advisors, estate planners, and legal counsel to provide comprehensive financial solutions
  • Handle tax audits, controversy resolution, and IRS/state tax examinations
  • Mentor junior staff and contribute to the firm's continued expertise in high-net-worth taxation
Requirements:
  • Bachelor's degree in Accounting, Finance, or related field
  • For manager level, CPA preferred. (also open to Master's in Tax OR EA)
  • At least 3 years of tax experience, ideally with HNW individuals, family offices, or private client services
  • Strong expertise in pass-through entity taxation, partnerships, and trust structures
  • Experience with estate planning strategies, gift tax, and wealth transfer
  • Ability to navigate complex tax laws and conduct in-depth research
  • Strong client-facing skills with a focus on high-touch advisory services
  • Prior experience in a family office, Big 4, or specialized tax advisory firm is a plus
Interested in hearing more? Easy Apply now by clicking the Apply Now button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.