We are seeking an experienced Tax Manager / Senior Manager / Director to lead tax engagements and provide tax planning, research, and compliance services for closely held businesses, high-net-worth individuals, and nonprofit organizations. The ideal candidate will have strong public accounting experience, an active CPA license, and expertise in reviewing complex federal and multi-state tax returns.
Key Responsibilities:- Review complex federal and multi-state tax returns, including Forms 1040, 1120, 1120-S, 1065, and 1041.
- Conduct advanced tax research and provide tax planning strategies for businesses, individuals, trusts, and partnerships.
- Manage client engagements from planning through completion, ensuring accuracy and timely delivery.
- Build and maintain long-term client relationships.
- Supervise, mentor, and review work prepared by junior tax professionals.
- Collaborate with firm partners on complex tax matters and client strategies.
- Participate in client meetings and provide technical tax guidance.
- Ensure compliance with federal and state tax regulations and reporting requirements.
- 6-10+ years of public accounting tax experience.
- Active CPA license is mandatory.
- Strong experience reviewing complex individual, corporate, partnership, S-Corporation, and trust tax returns.
- Expertise in Forms 1040, 1120, 1120-S, 1065, and 1041.
- Strong knowledge of federal and multi-state taxation.
- Experience with tax research, planning, and compliance.
- Background serving closely held businesses and high-net-worth individuals.
- Experience managing client relationships and leading tax engagements.
- Proven ability to supervise, mentor, and develop junior tax professionals.
- Strong communication, analytical, and problem-solving skills.
- Stable employment history preferred, with minimal job changes.
- Must be willing to work onsite in Phoenix, AZ.
Preferred Qualification:- Master's degree in Taxation (Master of Tax) is a plus.
