Tax Manager

Tax Manager High Net Worth / Family Office

Phoenix, AZ | Hybrid | Competitive Base + Bonus | Total Compensation Up to ~$200K+

Tired of Managing Another Tax Deadline? Start Managing the Bigger Picture.

Youve built the technical expertise. Youve handled complex returns. Youve survived busy seasons. Youve reviewed the work, managed the deadlines, mentored junior staff, and developed client relationships.

So whats next?

Were partnering with a growing Phoenix-based family office and wealth management firm looking for experienced Tax Managers who want to take their careers beyond traditional public accounting.

This isnt simply another tax compliance role.

Youll work directly with high-net-worth and ultra-high-net-worth families , helping them navigate complex tax situations while collaborating with wealth advisors, investment professionals, estate planning specialists, accountants, attorneys, and other professionals.

The goal? Become more than the person reviewing the return.

Become one of the advisors helping the family make the decisions behind it.

What Youll Be Doing

As a Tax Manager, youll combine technical tax expertise, client advisory, and people leadership .

Youll manage and review complex tax engagements involving individuals, partnerships, S-Corporations, trusts, and sophisticated family structures while providing year-round tax planning and guidance.

Youll also:

• Lead and review complex individual, partnership, S-Corporation, and trust tax engagements
• Work directly with HNW and UHNW families
• Develop proactive tax planning strategies, projections, and financial models
• Research complex federal and state tax matters
• Identify planning opportunities throughout the yearnot just around filing deadlines
• Communicate complex tax strategies directly to clients
• Coordinate with attorneys, CPAs, wealth advisors, investment professionals, and other outside advisors
• Review work prepared by Tax Associates and Tax Advisors
• Mentor, coach, and develop junior tax professionals
• Manage multiple sophisticated client relationships and deadlines
• Collaborate across tax, investments, estate planning, accounting, and wealth management

What We're Looking For

Were looking for someone who has already built a strong tax foundation and is ready to operate as both a technical leader and trusted client advisor .

You should bring:

• Bachelors degree in Accounting
• Masters degree in Taxation
• Active CPA designation
• 5+ years of public accounting/tax experience
• Strong complex individual tax experience
• Experience with partnerships, S-Corporations, and trusts
• Experience reviewing returns and overseeing preparers
• Previous experience mentoring and developing junior tax professionals
• Experience working with HNW clients and complex tax situations
• Strong tax planning, projections, research, and advisory experience
• Excellent client-facing communication skills
• Ability to manage multiple complex engagements and deadlines
• Strong analytical and problem-solving skills
• Exceptional attention to detail

You'll Really Get Our Attention If You Have...

Experience with UHNW families, family offices, private wealth, trusts and estates, closely held businesses, multi-entity family structures, or sophisticated year-round tax planning will stand out.

Experience with CCH Engagement/CCH tax software is also preferred.

Were especially interested in Tax Managers who have worked directly with clients and enjoy coordinating with estate attorneys, investment professionals, wealth advisors, and other specialists to solve complex problems.

Why Leave Public Accounting for This?

Because you can still do sophisticated tax work without having your entire career revolve around the next filing deadline.

Here, tax is one piece of a much bigger picture.

Youll have the opportunity to understand a family's business interests, investments, trusts, estate plan, philanthropy, cash flow, and long-term goals and then help determine how tax strategy fits into all of it.

Instead of asking:

Is the return ready?

You'll increasingly be asking:

What should we be doing for this family before we ever get to the return?

That's the difference between tax compliance and tax advisory .

Compensation & Benefits

We know experienced tax professionals have options.

For the right experienced Tax Manager, the firm has flexibility to reach approximately $200K in total compensation .

If you're an exceptionally senior candidate with significant UHNW experience , there may be flexibility beyond that level.

The opportunity also includes:

• Competitive base salary + bonus
• Comprehensive benefits
• Established hybrid work schedule
• Direct HNW/UHNW client exposure
• Year-round tax planning and advisory
• Leadership and mentoring responsibilities
• Multidisciplinary family office experience
• Long-term professional and leadership growth

This is a local Phoenix opportunity. Candidates must currently be based in the Phoenix area.

What Success Looks Like

Within your first several months, you'll begin taking ownership of sophisticated client relationships and tax engagements while becoming integrated into the broader family office team.

You'll be expected to deliver technically excellent work, but success here goes beyond technical ability.

You'll build relationships.

You'll develop junior professionals.

You'll identify opportunities before clients ask.

You'll collaborate with other advisors.

And you'll increasingly become someone clients trust when they're making important financial decisions.

Coming Out of Another 10/15 Deadline Thinking There Has to Be Something Different?

There is.

If you're an experienced Tax Manager who enjoys complex tax work but wants deeper client relationships, broader advisory exposure, leadership responsibility, and a seat at the table when important wealth decisions are being made , this could be the career move you've been looking for.

Youve already proven you can manage the tax work. Now take that experience somewhere you can help manage the bigger picture.