Tax Senior — Trusted Advisor for Private Clients
CyberCoders
CyberCoders seeks an experienced Tax Senior for its Phoenix, AZ office to lead tax engagements for privately held businesses and high-net-worth individuals. You will build client relationships, mentor staff, and contribute to a collaborative, technically strong team environment. The role emphasizes staying current on federal and state tax laws, developing planning strategies, and guiding junior staff and associates through complex returns and reviews. #J-18808-Ljbffr CyberCoders
- Job Summary:The Senior Tax Manager is responsible for providing... ...services to business clients with pass through... ...may include estates, trusts and charitable... ...toolsActs as a Career Advisor to associates and senior... ...or public accounting, private industry accounting or...SeniorTaxPrivate clientWork at office
- ...Phoenix, AZ, seeks an experienced Tax Manager/Senior Manager to lead the High Net Worth & Private Client Services practice. This hybrid... ...collaboration with legal and financial advisors. This is a pathway to senior leadership within a trusted private client tax team. #J-1880...SeniorTaxPrivate clientPrivate practice
$150k - $200k
...growth and success of our clients through deep sector... ...with not-for-profits, private developers, and state and... ...through the issuance of tax-exempt and taxable... ...join the public finance Senior Living team. This role... ...and the ability to build trusted relationships with boards...SeniorTaxFull timeLocal area$77k - $214k
...compliance and managing risks for clients, providing advice, and... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'... ...risk consultations. As a Senior Associate you are expected to... ...thoughtfully to establish a secure and trusted workplace for all.Applications...SeniorTaxFull timeH1b- BCG Attorney Search is seeking a Trust, Estate, and Tax Attorney to join their practice in Phoenix or Tucson, Arizona. The ideal candidate will... ...in business succession planning for high-net-worth clients. Benefits include comprehensive health insurance, long-term...SeniorTax
- ...associate to support our Private Wealth practice and... ...approximately 70% Private Wealth client-service and advisory... ...70% Support advisors and relationship managers... ...sheet, cash flow, estate, tax, insurance, debt, and goal... ...CRM systems. Build trusted working relationships with...TaxPrivate clientTemporary workInternshipPrivate practiceLocal areaFlexible hours
$100k - $150k
A professional accounting firm in North Central Phoenix is seeking an experienced Trusts and Estates Tax Manager for a hybrid role. The ideal candidate will have over 5 years of specialized experience, a Bachelor's degree in Accounting (MST preferred), and be CPA certified...SeniorTax- MOHR Talent in Phoenix, AZ is seeking a Senior Trust Officer to lead estate and death settlement engagements from intake through... ...that values people. You will coordinate with attorneys, tax professionals, and advisors, oversee debts and taxes, and interpret wills and trust...SeniorTax
$100k - $150k
Job Juncture is seeking an experienced Trusts and Estates Tax Manager in North Central Phoenix. This hybrid position involves preparing fiduciary income tax returns and leading engagements. The ideal candidate will have over 5 years of specialized experience in trust and...SeniorTax$100k - $150k
Keystone Distinction Group is seeking an experienced Trusts and Estates Tax Manager for a hybrid role in Phoenix. You will be responsible for reviewing... ...'s degree in Accounting or Finance, and preferably a CPA. A client-focused mindset and strong communication skills are...SeniorTax- A leading accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax compliance and consulting engagements, supervise staff, and develop client relationships. A Bachelor's degree and...SeniorTaxPrivate client
- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client acquisition...SeniorPrivate clientWork at office
- ...Operations team is seeking a Senior Associate to support the day‑to... ...Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit... ..., and an internal client service mindset to their work.... ...external partners. Builds strong, trusted relationships across cross‑functional...SeniorTax16 hoursWork at officeLocal area
- ...the status quo and help clients achieve what matters... ...advisory solution built on trust, personalized service,... ...a Sr. Manager, Wealth Advisor, you’ll manage ongoing... ...concentrated positions, tax-aware strategies, multi... ...Coachability: Demonstrates a senior learning mindset by...SeniorTaxFull timeWork at office
$130k - $145k
...Senior Trust Officer Phoenix, AZ | $130,000–$145,000 base + 12% bonus... ...gathering, valuations, creditor/tax coordination, beneficiary... ...professionals, courts, and external advisors throughout administration... ...requirements Deliver a white-glove client experience consistent with a...SeniorTaxLocal area- ...support to both candidates and clients that exceeds recruiting industry... .... Headfarmer is seeking a Senior Fixed Asset Accountant to join one of our most dynamic private equity backed clients. In this... ...management Help file property taxes and analyze use tax liabilities...SeniorTaxPrivate clientPermanent employmentContract workImmediate start
- ...Operations team is seeking a Senior Associate to support the day-to... ...Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit... ..., and an internal client service mindset to their work.... ...external partners. Builds strong, trusted relationships across cross-functional...SeniorTax16 hoursWork at officeLocal area
- Alerus Financial in Phoenix seeks seasoned Wealth Advisors to deepen relationships with high-net-worth clients and drive new business. You will deliver holistic... ...updating CRM, and staying current on planning concepts, taxes, and estate considerations while supporting team...SeniorTax
$130k
Senior Trust Officer - Estate & Death Settlement Phoenix, Arizona Direct Hire $130000... ...distribution Coordinate with attorneys, tax professionals, and advisors Oversee payment of debts, expenses,... ...support so you stay focused on clients Strong base salary plus annual bonus...SeniorTaxFull timeLocal areaRemote work$179.85k - $340.97k
...investors to help them ease their tax burden and quantify tax... ...transactions. We provide our clients with tax due diligence, tax structuring... ...of industries Work alongside private equity firms, strategic... ...leadership and supervision to Staff, Seniors and Managers Qualifications...SeniorTaxPrivate clientLocal area- ...seeks a results-focused, growth-oriented professional to manage client engagements serving finance, accounting, and compensation teams... ...interface with clients' finance, treasury, controllership, FP&A, tax, HR, and legal teams, gaining deep experience in managing complex...SeniorTax
$145k - $200k
...Description Job Description Tax Manager / Senior Manager – High Net Worth & Private Client Services (PCS) Phoenix, AZ |... ...advising affluent individuals, trusts, estates, family-owned businesses... ...with clients and trusted advisors while mentoring team members, leading...SeniorTaxPrivate clientFor contractorsPrivate practiceWork at officeImmediate startVisa sponsorship- ...internal auditors. The successful candidate will manage full-cycle accounting, prepare financial statements, and participate in audits and tax preparation. Requirements include a Bachelor's Degree in Accounting or Finance and 7-10 years of relevant experience. Strong skills...SeniorTax
- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with$... ...their professional careers. The Senior Financial Planner works... ...deliver tailored financial plans to clients within the region. This role focuses... ...financial plans, including tax planning,retirement planning,...SeniorTaxTemporary workWork at officeLocal areaFlexible hours
- About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support... ..., and structuring of highly complex private banking as well as consumer and mortgage... ...research business financial statements and tax returns that require an in-depth...SeniorTaxFull timeWork experience placement
$86.66k - $164.3k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global... ...are currently seeking a Consulting Senior to join our growing team. This... ...performance monitoring for both public and private sector clients is preferred....SeniorTaxPrivate clientContract workFor contractorsLocal areaWorldwideVisa sponsorship- ...with a well-developed private client practice is seeking an... ...Planning, Probate, and Trust Administration team.... ...will work closely with senior attorneys and clients... ...coordinate with financial advisors and other... ...legal research on estate, tax, and probate issues as...TaxPrivate clientPrivate practice
$150k - $175k
...wealth management services and solutions for financial advisors and their clients. In this role, the Senior Manager will partner across the organization to... ...advisor personas, and industry trends Experience with tax overlay services, tax‑loss harvesting, and direct indexing...SeniorTaxWork at officeRemote work2 days per week$70.4k - $84k
...confidence in a world of change, empowering our clients and people to realize their full... ..., closely held businesses, estates, trusts and private foundations Developing strong working... ...their needs and challenges Completing tax planning and research Preparing...TaxPrivate clientWork experience placementLocal area$80k - $100k
...Tax Senior Our client, a well-established CPA firm in Central Phoenix, is currently looking to fill their need of Tax Senior. If you are... ...individuals, partnerships, C and S corporations, estates and trusts. ~ Experience in year-end tax planning for individuals...SeniorTaxImmediate startFlexible hours
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