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Tax Manager 5632

$130k - $200k

Tier4 Group

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

Vacancy posted 5 hours ago
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