Private Client Tax Manager: Wealth Compliance & Planning
Forvis Mazars, LLP
Forvis Mazars, LLP is looking for a Private Client Tax Manager in Phoenix to provide tax compliance and advisory services. This role focuses on high-net-worth clients and involves managing client relationships. Candidates should have at least 5 years of related experience and a CPA license or J.D. degree. Preferred qualifications include a Master’s degree in Taxation and familiarity with OneSource tax software. A commitment to continuous improvement and effective communication of tax issues is expected. #J-18808-Ljbffr Forvis Mazars, LLP
- 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...Private client
- OPPORTUNITY The Tax Manager will join a growing Tax Services... ...now serves over 400 client households. This is a... ...to provide proactive planning, thoughtful advisory... ...technically sound compliance work for high-net-... ...will work closely with Private Wealth Advisors in a highly...SuggestedFull timeWork at office
$100.35k - $205k
...excel at delivering compliance and consulting... ...services to individual clients and their trusts,... ...to complex tax issues? Do you not... ...'s growing Private Wealth practice! Recruiting... ...You'll Do As a Tax Manager in our Private... ...projects related to tax planning opportunities and...SuggestedPrivate practiceWork at officeVisa sponsorship2 days per week3 days per week- Eide Bailly in Phoenix, Arizona is seeking a Tax Manager for their high-net-worth tax practice. The role involves preparing complex tax returns and advising clients on wealth transition strategies. Ideal candidates will have a Bachelor's in Accounting, CPA certification...Suggested
- JOB DESCRIPTION Private Client Services at BDO is... ...with complicated tax and financial structures... ...consulting and compliance; charitable giving... ...life insurance planning. Job Summary A Tax Experienced Manager, Private Client Services... ...to grow their wealth over time as their...Private clientPrivate practiceWork at office
- Eide Bailly LLP is seeking a tax professional primarily focused on preparing and reviewing complex tax returns for individuals and... .... Along with tax preparation, the role also emphasizes managing client relationships and supporting business development activities....Work at office
$105k - $180k
Eide Bailly LLP seeks a Wealth Transition Services Tax Manager to advise and provide tax planning for high net worth clients. The role offers remote, hybrid, or in-office arrangements and involves leading engagements in estate and gift tax planning. Candidates should possess...Remote jobWork at office- The Bahnsen Group is seeking a Tax Manager to join its Tax Services Department. This full... ...shape the tax strategy for over 400 clients. Responsibilities include tax planning, compliance oversight, and close collaboration with Wealth Advisors. Candidates must have at least...Full timeWork at office
$105.1k - $192.6k
...build a better working world. Tax - Indirect - Unclaimed... ...Property and Escheat Services - Manager Will you shape the future... ...risks and sustainable planning opportunities for our clients. You\'ll help us provide... ...operating models, processes, and compliance frameworks that raise...Work experience placementSummer holidayLocal areaFlexible hours$105.38k - $215.38k
...creative Unclaimed Property Tax professional who enjoys... ...an Unclaimed Property Tax Manager within the Indirect Tax group... ...tax consulting and compliance services to a diverse client base in a variety of industry... ...state tax compliance, tax planning, tax analysis, and tax research...Work at officeLocal areaVisa sponsorship2 days per week3 days per week$147.4k - $336.8k
...Anywhere in Country Real Estate Tax Senior Manager Our tax function is... ...This role involves leading tax planning projects, managing teams, and... ...advisory services to a diverse client base across the real estate,... ..., REITs, allocations, compliance, due diligence, acquisition/...Flexible hours$100.35k - $205k
PowerToFly is looking for a Tax Manager specializing in Private Wealth Tax in the United States, Arizona. The role involves managing high-level tax research, leading client meetings, and supervising Tax Consultants and Seniors. The ideal candidate will have over 5 years...$116.2k - $212.9k
...Country The opportunity Our tax function is constantly... ...for a Real Estate Tax Manager - so you're likely to... ...of tax consulting and compliance projects, responsibilities... ...you're working on, our clients will turn to you for up... ...clear, intelligent plans and approaches to improve...Summer holidayFlexible hours- Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About... ...firm serves a diverse portfolio of clients across industries and is looking for... ...individuals Provide strategic tax planning and compliance services , identifying opportunities...Full timeRemote workFlexible hours
- ...Group in Phoenix, AZ is seeking an experienced Tax Manager to lead tax engagements for high-net-worth and... ...role values quality work and a sustainable client load. The ideal candidate has a strong background in tax planning and must hold an active CPA or be an Enrolled...
$140k - $160k
...Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-... ...strategies around income tax, estate planning, charitable giving, and more.... ...for an experienced Tax Senior Manager or Director who’s ready to move beyond compliance and into a more advisory-focused...Work at officeRemote work3 days per week$99k - $266k
...Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...Contract workH1b- ...Central Phoenix is looking to add a Tax Manager to their staff.... ...prepare tax returns, ensuring compliance with payment, reporting, and other... ...risks of alternative solutions to clients’ challenges and needs Manage engagement planning process, including budgeting, risk...
- ...Wednesday, July 1, 2026 at 9:00 AM POSITION SUMMARY The Tax and Compliance Manager plays a crucial role in overseeing and ensuring the organization... ...Work closely with the finance department to integrate tax planning into financial budgeting process. Provide accurate and...Work at officeLocal areaImmediate start
- ...professional services firm is seeking a Tax Manager to oversee its tax function, with a... ...will be responsible for ensuring full compliance with evolving multi-jurisdictional tax... ...position. Key Responsibilities: Lead SALT planning, compliance, and reporting for a complex...Full timeLocal area
- Job Description Our client, an established and growing CPA firm in the... ...east valley, is in search of a Tax Manager to join their successful and... ...experience will be put to use in tax planning/strategy to minimize client liabilities, compliance, and reporting. You will...Work at officeLocal areaWork from home
- Lorven Technologies Inc. in Phoenix, AZ seeks a Tax Manager / Senior Manager / Director to lead tax strategies and compliance within the Finance function. This full-time... ..., risk management, and proactive tax planning in a dynamic #J-18808-Ljbffr Lorven Technologies...Full time
$140k - $193k
...Summary The Director of Private Client Strategy is... ...deposit growth, deepening wealth relationships, and ensuring... ...’s broader wealth management strategy. Success in... ...management, trust and estate planning, and holistic... ...banking space. Ensure compliance with all applicable...Private client- ...apprised of and anticipating the clients’ needs and delivering concierge‑style... .... Job Description The Market Manager position provides leadership of a Private Wealth team in a geographically distinct... ...objectives; develop an operating plan, including budgets and manpower...Private clientWork experience placement
- Overview The Digital Assets Tax Manager assists in providing tax compliance and consulting services to clients in the digital assets space,... ...compliance projects related to tax planning opportunities and the tax... ...and/or public accounting, private industry accounting, or...Work at officeLocal area
$130k - $140k
...Technology & HR Our client is a vertically... ...+ person platform managing a diverse portfolio... ...matters and ensure compliance with relevant... ...Contribute to budget planning and establish accounting... ...accounting and private industry roles.... ...Director, Private Wealth Client Services Director...Private clientFull timeInterim roleWork at office$103.6k - $189.9k
..., Denver, Phoenix Job Overview As a Manager in Tax Compliance, you will play a pivotal role in managing... ...tax compliance strategies for our clients, providing comprehensive support in... ...manage engagement economics and resource planning. Experience participating in RFP...Flexible hours$99k - $266k
Tax Mergers and Acquisitions (M&A) Partnership Tax - Manager Join to apply for the Tax Mergers and Acquisitions (M&A) Partnership Tax - Manager role... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses...Full timeH1b$121k - $181.4k
Overview Grant Thornton is seeking a Global Indirect Tax Manager to join our team in Bellevue, WA. Additional... ...Jose, CA. You’ll deliver a full range of tax planning, consulting, and compliance services for multiple clients, with resources, environment, and support to...InternshipSeasonal workWork at officeLocal areaFlexible hours2 days per week$103.6k - $189.9k
...build a better working world. Tax - Compliance and Reporting - Tax Compliance - Manager Will you shape the future or will... ...of contact for a wide range of clients and colleagues. This is an opportunity... ...and leading workstreams from planning through closure. You’ll learn to...Summer holidayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Manager: Wealth Compliance & Planning. Be the first to apply!
- senior client services manager Phoenix, AZ
- client service manager Phoenix, AZ
- member engagement manager Phoenix, AZ
- client executive Phoenix, AZ
- strategic engagement manager Phoenix, AZ
- senior engagement manager Phoenix, AZ
- client solutions executive Phoenix, AZ
- customer engagement manager Phoenix, AZ
- client services supervisor Phoenix, AZ
- client experience manager Phoenix, AZ

