Sr Tax Manager

Sr Tax Manager

Scottsdale, AZ, US

Job Description

Experience: Senior Level

Salary: $130,000 - $150,000 per year

Job Details

We are seeking a seasoned and driven Senior Tax Manager to join our dynamic Accounting and Finance team. This is a permanent position that provides a unique opportunity to work with high net worth individuals and play a pivotal role in their financial success. You will be responsible for managing tax planning, wealth transfer, investment income, and real estate tax. As a trusted advisor, you will also handle client-facing responsibilities, ensuring their wealth management needs are met with precision and care. This role requires a deep understanding of S Corp, 1040, K-1s, and a commitment to staying updated with the latest industry trends and regulations.

Responsibilities

• Lead and oversee the preparation and review of complex tax returns for high net worth individuals, including 1040, K-1s, and S Corp.
• Develop and implement strategic tax planning solutions for clients to optimize their wealth management.
• Manage client portfolios, ensuring accurate and timely filing of tax returns.
• Provide expert advice on wealth transfer strategies, investment income, and real estate tax.
• Build and maintain strong relationships with clients, acting as their trusted advisor in all tax-related matters.
• Collaborate with internal teams to ensure compliance with federal and state tax laws.
• Stay updated with the latest industry trends, tax regulations, and changes to ensure optimal client service and compliance.
• Mentor and guide junior team members, promoting a culture of learning and excellence.

Qualifications

• A Bachelor's degree in Accounting, Finance, or related field. A Master's degree will be a plus
• Certified Public Accountant (CPA)
• Minimum of 5 years of experience in tax management, with a focus on high net worth individuals
• Proven experience with 1040, K-1s, tax planning, investment income, wealth transfer, and real estate tax.
• Strong knowledge of S Corp and wealth management strategies.
• Exceptional client-facing skills with the ability to build and maintain strong relationships.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to work under tight deadlines.

A bit about us

A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships.

Why join us

• Competitive compensation
• Quarterly & Annual bonus + Profit sharing
• 401k match, unlimited PTO
• Full benefits (medical, dental, vision)
• Hybrid schedule