Tax Manager
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Tax Manager – Private Client / High-Net-Worth
Location: Phoenix, AZ (Hybrid Onsite)
Compensation: $130K–$200K+ Base + Bonus + Profit Sharing (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
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 t 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
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