Tax Manager

Tax Manager

Our client located in Mesa, Arizona has an immediate need for a Tax Manager. This is a direct hire hybrid opportunity.

Our client is a growing CPA firm in the Mesa and Phoenix area with approximately 25 employees. The firm provides tax compliance, tax strategy, accounting, payroll, and advisory services to business owners and individuals. The organization is actively growing through new client development and potential acquisitions, creating opportunities for professionals who want to join a firm where they can have an impact and grow with the business. The culture is centered around four core values: putting clients first, collaborating as a team, being a resourceful learner, and maintaining a positive, solution-focused mindset.

Tax Manager Role

The Tax Manager will oversee a significant portfolio of business and individual tax clients while providing review, planning, advisory, and client relationship leadership. This is not primarily a tax preparation position. The Tax Manager will oversee work prepared by associates and serve as a trusted advisor to clients with increasingly complex tax situations.

Responsibilities:

• Review individual and business tax returns prepared by the tax team.
• Oversee approximately 150 to 200 client relationships representing roughly 400 to 500 tax returns.
• Provide proactive tax planning, strategy, and advisory services.
• Work with business owners who may have multiple entities, ventures, and individual tax considerations.
• Identify tax planning opportunities and provide strategic recommendations.
• Manage multiple client engagements, deadlines, and priorities simultaneously.
• Guide and support Tax Associates and other members of the tax team.
• Research complex tax matters and develop practical solutions.
• Build strong, long-term relationships with clients.
• Collaborate with firm leadership and other team members.

Tax Manager Background Profile: Required

• Significant public accounting tax experience.
• Strong tax return review experience.
• Demonstrated tax planning and advisory experience.
• Experience working directly with clients.
• Ability to manage multiple complex engagements and priorities.
• Strong knowledge of individual and business taxation.
• Excellent communication and relationship-building skills.
• Ability to work collaboratively within a team environment.
• EA credential or comparable level of demonstrated tax expertise.

Preferred

• CPA license.
• Previous Tax Manager experience within a public accounting firm.
• Experience working with business owners and clients with multiple entities.
• Experience supervising or mentoring tax professionals.
• Experience managing a substantial client portfolio.
• CCH Axcess experience.

Features and Benefits

• Hybrid flexibility after successful initial ramp-up.
• Health, Dental and Vision
• Life Insurance Policy
• 401k with 5% match
• Approximately eight weeks of 50-hour workweeks during spring busy season, offset by reduced 30-hour schedules during portions of the year with the goal of averaging approximately 40 hours annually.
• Three weeks paid vacation.
• Arizona sick time.
• Firm closed for the entire Thanksgiving week.
• Significant time off around the Christmas holiday.
• Annual company summit.
• Quarterly employee celebrations and one-on-one development conversations.
• Quarterly company town halls with leadership.
• Career opportunities created through continued organic growth and acquisitions.
• Collaborative, advisory-focused environment.