Senior Tax Manager

The Well; Phoenix (AZ); Remote; USD 140,000 - 210,000; Full time

Job summary

The Well is launching an in-house tax practice and seeks a Senior Tax Manager to be the founding tax professional. You will work with advisers to serve an existing client base—including individuals, retirees, and entrepreneur-business owners—while building an integrated tax service offering.

The work is broad and advisory, with real variety day to day. The role provides an opportunity to shape processes, workflows and the client experience as the tax practice grows, with potential for profit

Qualifications

• CPA required.
• 6+ years in public accounting serving high-net-worth individuals and business owners.
• Generalist background with exposure to individuals, trusts and small businesses.
• Strong communication skills and comfort working directly with clients and advisers.
• Demonstrated ability to thrive in a remote environment.
• Self-starter mentality—ability to operate independently and build, not just execute.

Responsibilities

• Prepare and review individual, business, and trust returns for a mix of high-net-worth and mid-affluent clients.
• Collaborate with advisers on tax planning, Roth conversions, tax-loss harvesting, and strategy.
• Advise clients with concentrated positions, liquidity events, business ownership, and real estate on tax-efficient approaches.
• Serve as the primary tax resource for the adviser team and client base.
• Help define and build the firm's tax practice—processes, workflows, and client experience.
• Manage client relationships directly with proactive communication and responsive service.

Skills

Communication

Remote work

Self-starter

Education

CPA

Job description

We are representing a well-established, award-winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral-driven growth model that speaks for itself. Their client base skews toward mid-affluent individuals and entrepreneurial business owners with investable assets between $1M and $20M. The firm offers investment management and financial planning today, and is now building out an in-house tax capability to deliver a truly integrated wealth management experience.

About the Role

The firm is launching a tax practice and looking for a Senior Tax Manager to come in as the founding tax professional. You will work closely with the firm's advisers to serve an existing book of clients — individuals, retirees, and entrepreneur-business owners — while helping grow an integrated service offering. The work is generalist in nature, which means real variety day to day.

Key Responsibilities

• Prepare and review individual, business, and trust returns for a mix of high-net-worth and mid-affluent clients
• Work hand-in-hand with financial advisers on tax planning, Roth conversions, tax-loss harvesting, and ongoing strategy
• Advise clients with concentrated positions, liquidity events, business ownership, and real estate on tax-efficient approaches
• Serve as the primary tax resource for the firm's adviser team and client base
• Help define and build the firm's tax practice from the ground up — processes, workflows, and client experience
• Manage client relationships directly, with a focus on proactive communication and responsive service

Qualifications

• CPA required
• 6+ years in public accounting, ideally at a boutique or mid-sized firm serving high-net-worth individuals and business owners
• Generalist background with exposure to individuals, trusts, and small businesses
• Strong communication skills and comfort working directly with clients and advisers
• Demonstrated ability to thrive in a remote environment
• Self-starter mentality — this role requires someone who can operate independently and build, not just execute
• Base salary:$140,000 to $210,000depending on experience
• Bonus structure to be discussed based on candidate profile and experience
• Opportunity to grow with a fast-scaling firm
• Potential for profit sharing and equity participation as the tax practice matures