Tax Manager- Phoenix, AZ (Hybrid) - $100,000 to $150,000 + 11% of base bonus / year
- Advisor (2+years + CPA track) : $80,000 -100,000 + 7% of base bonus
- Manager (5+years, CPA) : $100,000-150,000 + 11% of base bonus
- Strategists (7+years, CPA, Masters or JD) : $140,000-$225,000 + 14% of base bonus
Position Overview
We are seeking a Tax Accountant to support our growing team of advisors and clients with high-quality tax planning, compliance, and reporting services. This role is ideal for detail-oriented professional who thrives in a collaborative, client-focused environment and is passionate about helping families and business owners preserve and grow their wealth.
Key Responsibilities
Serve as the primary tax professional in a multi-disciplinary client service team implementing and delivering integrated tax and financial planningProvide technical tax expertise with respect to business restructuring, acquisitions and dispositions to achieve tax-efficient outcomesReview of Individual, Partnership, S-Corporation, Gift, Trust and Estate Tax ReturnsManage delivery of tax compliance and planning to clients and engagement teamsRespond to inquiries from taxing authoritiesDevelop, motivate, and train associates on tax-related mattersDevelop tools and process improvements to more effectively and efficiently deliver tax services to clientsQualifications
Masters of Taxation or equivalent degree preferredCPA required5+ years of experience in a public accounting environment1+ years of management level experienceSignificant experience in tax compliance, research and planningSignificant experience with flow-through entity compliance and planningExperience with investment partnerships a plusCorporate Tax experience a plus