Senior Tax Manager & Site Leader

Senior Tax Manager

Cutler Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. Cutler prides itself on taking a cutting-edge approach to tax planning and wealth preservation techniques, utilizing visionary techniques for the benefit of our sophisticated client base.

The Senior Tax Manager oversees all aspects of tax compliance, planning, and accounting while serving as a key leader within the organization. In addition to managing client engagements and delivering exceptional service, this role will act as a site/office leader, helping to support day-to-day office operations, team leadership, culture, and coordination with Crete Professionals Alliance leadership.

This position is an integral part of a small, high-performing team and plays a critical role in both client service excellence and local office leadership, ensuring the firm operates efficiently while maintaining a strong, collaborative culture.

Key Responsibilities:

Tax & Client Service Responsibilities

• Work in all phases of tax planning, tax preparation, review, compliance, and research
• Work directly with sophisticated high net worth and UHNW clients, using superior communication and relationship-building skills
• Demonstrate strong experience using tax software including CCH Tax, Practice, and Engagement
• Maintain current knowledge of prevailing tax laws, regulations, and developments
• Apply knowledge of tax, regulatory requirements, and industry-specific issues to identify client impacts and recommend appropriate strategies
• Be proficient in the preparation of various tax returns, including but not limited to Individual, Fiduciary, Corporate, Partnership, and Multistate
• Coordinate more complex accounting projects and initiatives with other members of the accounting team
• Maintain superior attention to detail while managing multiple client engagements

Team Leadership & Development

• Mentor, develop, and coach team members through training, delegation, and ongoing leadership support
• Review work product and provide timely, constructive feedback
• Support hiring, onboarding, and development of local team members as the firm grows
• Foster a collaborative, accountable, and high-performing team environment

Site / Office Leadership Responsibilities

• Serve as a local site/office leader, helping to oversee day-to-day office operations and ensure a positive, professional work environment
• Act as a point of contact for local team members regarding office-related needs, workflows, and coordination
• Partner with firm leadership and Crete Professionals Alliance to support office initiatives, growth efforts, and operational improvements
• Help reinforce firm culture, values, and performance expectations within the local office
• Support change management initiatives related to technology, process improvements, and firm integration
• Promote engagement, collaboration, and communication across the local team and broader organization
• Proactive, self-motivated, well organized, and able to manage work effectively while maintaining strong client and internal relationships

Qualifications:

Required Qualifications:

• Bachelor's degree in Accounting
• CPA
• At least 7+ years of experience in a CPA firm
• Experience with tax preparation and accounting
• Experience in public accounting strongly preferred
• Excellent attention to detail and strong organizational skills
• Ability to professionally engage with high net worth clients, verbally and in writing
• Proficiency with MS Office and tax software

Preferred Qualifications:

• Experience with compiled and reviewed financial statements
• Experience with ClickUp, CCH/Engagement, and QuickBooks
• Prior experience leading teams or serving in a supervisory or office leadership capacity

Work Environment, Compensation, and Benefits:

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $140,000 - $180,000 annually, commensurate with experience and qualifications. In addition, this position offers a performance bonus, which will be paid at the discretion of the company, as well as the potential opportunity to participate in a long-term incentive program, subject to role scope, performance, and company discretion.

This position is preferred as an in-office role, reporting to our Scottsdale, AZ office 5 days per week. A hybrid work arrangement may be available for this position following successful onboarding and demonstrated performance.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!