Senior Tax Manager & Site Leader

Senior Tax Manager

The Senior Tax Manager oversees all aspects of tax compliance, planning, and accounting while serving as a key leader within the organization. In addition to managing client engagements and delivering exceptional service, this role will act as a site/office leader, helping to support day-to-day office operations, team leadership, culture, and coordination with Crete Professionals Alliance leadership.

This position is an integral part of a small, high-performing team and plays a critical role in both client service excellence and local office leadership, ensuring the firm operates efficiently while maintaining a strong, collaborative culture.

Key Responsibilities:

Tax & Client Service Responsibilities

• Work in all phases of tax planning, tax preparation, review, compliance, and research
• Work directly with sophisticated high net worth and UHNW clients, using superior communication and relationship-building skills
• Demonstrate strong experience using tax software including CCH Tax, Practice, and Engagement
• Maintain current knowledge of prevailing tax laws, regulations, and developments
• Apply knowledge of tax, regulatory requirements, and industry-specific issues to identify client impacts and recommend appropriate strategies
• Be proficient in the preparation of various tax returns, including but not limited to Individual, Fiduciary, Corporate, Partnership, and Multistate
• Coordinate more complex accounting projects and initiatives with other members of the accounting team
• Maintain superior attention to detail while managing multiple client engagements

Team Leadership & Development

• Mentor, develop, and coach team members through training, delegation, and ongoing leadership support
• Review work product and provide timely, constructive feedback
• Support hiring, onboarding, and development of local team members as the firm grows
• Foster a collaborative, accountable, and high-performing team environment

Site / Office Leadership Responsibilities

• Serve as a local site/office leader, helping to oversee day-to-day office operations and ensure a positive, professional work environment
• Act as a point of contact for local team members regarding office-related needs, workflows, and coordination
• Partner with firm leadership and Crete Professionals Alliance to support office initiatives, growth efforts, and operational improvements
• Help reinforce firm culture, values, and performance expectations within the local office
• Support change management initiatives related to technology, process improvements, and firm integration
• Promote engagement, collaboration, and communication across the local team and broader organization
• Proactive, self-motivated, well organized, and able to manage work effectively while maintaining strong client and internal relationships

Qualifications:

Required Qualifications:

• Bachelor's degree in Accounting
• CPA
• At least 7+ years of experience in a CPA firm
• Experience with tax preparation and accounting
• Experience in public accounting strongly preferred
• Excellent attention to detail and strong organizational skills
• Ability to professionally engage with high net worth clients, verbally and in writing
• Proficiency with MS Office and tax software

Preferred Qualifications:

• Experience with compiled and reviewed financial statements
• Experience with ClickUp, CCH/Engagement, and QuickBooks
• Prior experience leading teams or serving in a supervisory or office leadership capacity

Work Environment, Compensation, and Benefits:

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $140,000 - $180,000 annually, commensurate with experience and qualifications. In addition, this position offers a performance bonus, which will be paid at the discretion of the company, as well as the potential opportunity to participate in a long-term incentive program, subject to role scope, performance, and company discretion.

This position is preferred as an in-office role, reporting to our Scottsdale, AZ office 5 days per week. A hybrid work arrangement may be available for this position following successful onboarding and demonstrated performance.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!