Senior Tax Manager

1 day ago


Phoenix, Arizona, United States Southwest Accounting Resources, Inc Full time
Senior Tax Manager Job Description

We are seeking a highly experienced Senior Tax Manager to join our team at Southwest Accounting Resources, Inc. This role offers a unique opportunity to work with high-net-worth families and individuals, providing tax compliance, consulting, and wealth management services.

Key Responsibilities:
  • Engage in regular client communication and relationship management
  • Collaborate with external professionals to provide comprehensive client services
  • Orchestrate and oversee tax services delivery, both in-house and externally
  • Conduct in-depth tax research and analysis to address compliance and planning issues
  • Monitor tax legislation changes and disseminate knowledge within the organization
  • Resolve complex client matters using expert judgment and experience
  • Maintain accurate and up-to-date client records and documentation
  • Lead team operations, ensuring data accuracy and quality control of reports
  • Review and validate tax-related deliverables, including returns and projections
  • Participate in virtual meetings and foster internal networking to enhance efficiency
Qualifications:
  • Bachelor's degree in Accounting and Master's in Tax preferred
  • CPA or EA certification required
  • 10+ years' current public accounting experience preparing and reviewing all types of tax returns with related tax planning
  • Supervisory/management experience required
  • Extensive knowledge of federal, state, and local income tax laws
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software such as CCH Axcess (ProSystem Fx), Autoflow, and BNA Tax Planner
  • Ability to plan and organize with a high degree of creativity, innovation, and strategic thinking

This role offers the opportunity to work with a quality team, contribute to a positive work culture, and grow professionally in a supportive environment.


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