Unknown Company
mesa, az • Posted 4 days ago
Onsite Full Time General

Tax ManagerAs Tax Manager, you'll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies. What You'll Be Doing:Lead and oversee tax engagements for UHNW families and private clientsReview and prepare complex federal and state returns (individual, trust, estate, partnership)Provide strategic advice on income, estate, gift, and trust tax mattersPartner with legal, wealth, and investment advisors to deliver holistic solutionsServe as a trusted advisor to clients year-round, not just during tax seasonMentor and develop associates and advisors, helping shape best practices across the teamContribute to process improvement and uphold a culture of excellenceRequirements:8+ years of progressive experience in tax advisory or public accountingActive CPA required; Master's in Taxation or Accounting preferredStrong technical expertise in individual, partnership, trust, estate, and gift taxationProven ability to lead client relationships and manage multiple engagementsExcellent communicator with a collaborative, service-first mindsetBig Four experience strongly preferredExperience with family offices or private wealth clients is a plusDemonstrated stability and long-term growth in prior rolesBenefits:Medical insuranceVision insuranceDental insurance401(k)Tuition assistance

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