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Tax Manager- HNW, CAAS, Local Business

$125k - $165k

Caliber Recruiting Group

One of our regionally owned accounting, tax, and advisory firms (CAAS) has partnered with us to find an experienced Tax Manager in sunny and gorgeous Phoenix, AZ to come and join the firm.

This firm works with multiple business clients (big range of complexity and revenue) in the local area as well as some national clients, in addition to some high profile high net worth personal clients for a variety of tax and advisory needs. This may be a good fit if you are looking for more growth, or you may have been stressed long enough at your large top 10 top 25 firm that keeps asking for more hours with little reward.

Responsibilities and Duties:

  • Advise clients on multiple tax issues, planning, research and compliance
  • Prep and review tax returns for multiple entities including C-Corps, S-Corps, Partnerships, and Trusts
  • Work with key clients for business transaction advisory and tax decisions
  • Supervise and train junior tax personnel
  • Help when needed for local business events networking and fostering relationships

Role Requirements:

  • 5+ years of tax prep and review experience with various business entities, businesses, estates, high net worth
  • Bachelor's degree - BS, BA, in accounting (or equivalent)- Business, Econ, etc.
  • Masters in tax or accounting or tax would be great, but not needed
  • CPA is not required but highly appreciated, CPA eligible, sitting for exam soon is ideal
  • EA is also good with several years of solid tax prop and review experience

Benefits and Comp Plan:

  • $125,000-$165,000 salary per year, variable with experience
  • 401(k) Employer contribution
  • Health Plan / Employer helps pay
  • Dental HMO
  • Disability, paid holidays, Generous PTO
  • Flex schedule, hybrid is an option
  • Partner track
  • Work along side the partners for growth and development

Email View email address on us.fitly.work or apply today, and we will reach out to you!

Please apply even if you are looking for a more specific role or a different type of role, we meet with partners almost daily and can discuss more of what you would really like.- Andrew

Vacancy posted more than 2 months ago
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