Tax Manager 5632

Tax Manager – Private Client / High-Net-Worth

Location: Phoenix, AZ (Hybrid Onsite)

Compensation: $130K–$200K+ Base + Bonus + Profit Sharing (commensurate with experience)

Shape Complex Wealth Strategies in a Quality-Driven Environment

We’re partnering with a highly respected, client-facing financial services firm in Phoenix to add a Tax Manager to their growing team. This is a standout opportunity for a tax professional who values meaningful advisory work, long-term client relationships, and a sustainable pace. You’ll work closely with high-net-worth and ultra-high-net-worth individuals and family offices, providing strategic tax planning and guidance that directly impacts wealth preservation and legacy planning.

Why This Opportunity Stands Out

• Quality over quantity culture – manageable client load and thoughtful, advisory-focused work
• Strong work-life balance – leadership prioritizes sustainability and avoids burnout environments
• Growth runway – clear path to senior leadership with increasing client advisory exposure
• Collaborative environment – partner with experienced professionals across tax, legal, and investments

What You’ll Do

• Lead and manage tax engagements for HNW/UHNW individuals and families
• Review and prepare complex federal and multi-state returns (individual, trust, estate, partnership)
• Provide strategic advice on income, estate, gift, and trust tax planning
• Serve as a trusted, year-round advisor to clients
• Mentor and develop junior team members
• Collaborate with legal and investment teams to deliver integrated solutions

What You Bring

• 5-8+ years of progressive tax experience (public accounting or HNW advisory
• Active CPA required, or must be an Ensured Agent on a CPA track
• Strong expertise in individual, partnership, trust, estate, and gift taxation
• Proven client-facing and relationship management skills
• Experience with HNW/UHNW clients or family offices strongly preferred