Tax Manager

Tax Manager

Location: Phoenix, AZ (Onsite) Job Type: Full-Time Salary: Competitive, DOE + Discretionary Bonus + Comprehensive Benefits

Our client is a nationally recognized private wealth management firm dedicated to delivering exceptional financial planning, investment management, and family office services to high-net-worth individuals and families. Consistently recognized as one of the top firms in the industry, they have built a collaborative, client-focused culture and continue to experience significant growth across the country.

With over $9 billion in assets under management and offices nationwide, the firm is committed to providing a high-touch client experience while fostering professional development and long-term career growth for its employees.

Position Overview

Our client is seeking an experienced Tax Manager to join its growing Tax Services team in either Newport Beach, CA or Phoenix, AZ. This role is ideal for a tax professional who enjoys building trusted client relationships while providing proactive tax planning, advisory, and compliance services to high-net-worth individuals, family offices, trusts, and closely held businesses.

Working closely with Wealth Advisors and firm leadership, the Tax Manager will play an integral role in delivering comprehensive tax strategies that align with each client's overall financial objectives.

Key Responsibilities

• Manage tax planning, compliance, and advisory services for high-net-worth individuals, family office clients, trusts, and closely held business entities.
• Serve as the primary tax contact for assigned client relationships, providing exceptional service and ongoing strategic guidance.
• Participate in client meetings to explain tax strategies, answer tax-related questions, and support integrated financial planning.
• Partner with Wealth Advisors and internal teams to develop tax-efficient solutions that support clients' broader financial goals.
• Review and file complex federal and multi-state tax returns, including Forms 1040, 1041, 709, 1065, 1120S, and 1120.
• Identify tax planning opportunities, technical issues, and compliance risks throughout the review process.
• Research complex federal and state tax matters and provide well-supported recommendations.
• Mentor junior tax professionals and contribute to process improvements, documentation standards, and workflow efficiencies.
• Stay current on evolving tax legislation affecting high-net-worth individuals, trusts, pass-through entities, and multi-state taxpayers.

Qualifications

• Minimum of 5 years of tax experience within public accounting or a Registered Investment Advisor (RIA) environment.
• Previous experience as a Senior Tax Associate, Senior Accountant, or Tax Manager.
• Enrolled Agent (EA) required; CPA or JD strongly preferred.
• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field.
• Strong technical knowledge of: Individual taxation, Partnerships, S Corporations, Trusts & Estates.
• Experience working with high-net-worth individuals and complex family structures.
• Experience preparing and reviewing multi-state tax returns.
• Proficiency with CCH Axcess, CCH Workflow, BNA Tax Planner, and Microsoft Office.
• Strong organizational, analytical, communication, and client relationship management skills.

Why Join?

• Join a rapidly growing and highly respected wealth management firm.
• Collaborative environment with direct exposure to Wealth Advisors and executive leadership.
• Opportunity to provide sophisticated tax planning for high-net-worth clients.
• Clear path for career growth as the Tax Services practice continues to expand.
• Competitive compensation package with discretionary annual bonus.
• Comprehensive medical, dental, vision, disability, and 401(k) benefits with employer contribution.

Compensation & Benefits

• Competitive salary based on experience
• Discretionary annual bonus
• Medical, dental, vision, and disability insurance
• 401(k) with employer contribution
• Paid time off and company holidays
• Professional development and long-term advancement opportunities