Tax Manager 5632
$130k - $200kTier4 Group
Job Description
Tax Manager – Private Client / High-Net-Worth
\nLocation: Phoenix, AZ (Hybrid Onsite)
\nCompensation: $130K–$200K+ Base + Bonus + Profit Sharing (commensurate with experience)
\n \n \nShape Complex Wealth Strategies in a Quality-Driven Environmen t
\nWe’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 .
\n \nWhy This Opportunity Stands Out
\n- \n
- Quality over quantity cultu re – manageable client load and thoughtful, advisory-focused work \n
- Strong work-life balan ce – leadership prioritizes sustainability and avoids burnout environments \n
- Growth runw ay – clear path to senior leadership with increasing client advisory exposure \n
- Collaborative environme nt – partner with experienced professionals across tax, legal, and investments \n
What You’ll Do
\n- \n
- Lead and manage tax engagements for HNW/UHNW individuals and families \n
- Review and prepare complex federal and multi-state returns (individual, trust, estate, partnership) \n
- Provide strategic advice on income, estate, gift, and trust tax planning \n
- Serve as a trusted, year-round advisor to clients \n
- Mentor and develop junior team members \n
- Collaborate with legal and investment teams to deliver integrated solutions \n
What You Bring
\n- \n
- 5-8+ years of progressive tax experience (public accounting or HNW advisory \n
- Active CPA required, or must be an Ensured Agent on a CPA t rack \n
- Strong expertise in individual, partnership, trust, estate, and gift taxation \n
- Proven client-facing and relationship management skills \n
- Experience with HNW/UHNW clients or family offices strongly preferred \n
$130k - $200k
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$91k - $321.5k
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