Senior Tax Strategist & Compliance Manager

Wallwitz Wealth; Lehi (UT); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Wallwitz Wealth is seeking a senior tax professional to own day-to-day tax strategy, compliance, client management, and workflow for a portfolio of clients in a year-round, hybrid Lehi-based role.

The role focuses on year-round tax planning, review and sign-off of returns, and leading a tax compliance team. This is not purely a tax-prep position, but a leadership track with ownership and client impact.

Qualifications

• CPA or EA license is required.
• 5+ years of accounting and tax experience.
• Strong tax planning, tax strategy, and tax compliance background.
• Experience preparing and/or reviewing 1040, 1120-S, 1065, and 1120 returns.
• Experience with high-net-worth clients, business owners, investors, complex client situations, and multiple entities.
• Ability to independently manage multiple clients and deadlines, with strong client-facing communication.

Responsibilities

• Year-round tax planning, tax projections, and year-end planning for business owners, investors, and real estate clients.
• Entity and compensation planning, and recommendations for clients.
• Review and sign tax returns (primarily 1040, 1120-S, 1065, and 1120).
• Federal and state filings, extensions, estimated taxes, filing tracking, and documentation.
• Routine tax research, and managing tax compliance team members.
• Client meetings, tax questions, document collection, follow-up, and deadline communication.

Skills

Tax planning

Tax strategy

Client management

Tax compliance

Education

CPA license

Tools

Drake Tax

Job description

Compensation: Anticipated base salary of $110,000 – $160,000 per year, based on experience and qualifications. Candidates with significant experience independently reviewing and signing returns, managing complex client relationships, and supervising tax professionals may warrant consideration outside the target range. Any bonus or incentive compensation would be separate from base salary.

Schedule: Full-time, year-round position with a hybrid work schedule. Regular in-office presence in Lehi is expected, with additional flexibility based on client needs, workload, and time of year. Candidates should expect increased workload during tax season and other key filing and planning periods.

You own day-to-day tax strategy, tax compliance, client management, and workflow for your assigned clients. The work is year-round tax planning, review and sign-off of tax returns, and keeping filings, estimates, and deadlines on track. This is not primarily a tax-preparation role. You also manage tax compliance team members and the tax relationship for the clients assigned to you.

What You'll Do

• Year-round tax planning, tax projections, and year-end planning for business owners, investors, and real estate clients
• Entity and compensation planning, and recommendations for clients
• Review and sign tax returns (primarily 1040, 1120-S, 1065, and 1120)
• Federal and state filings, extensions, estimated taxes, filing tracking, and documentation
• Routine tax research, and managing tax compliance team members
• Client meetings, tax questions, document collection, follow-up, and deadline communication
• Tracking assigned clients, missing information, work in progress, and escalating problems early
• Accurate returns, documentation, review, and correction of issues

What We're Looking For

• CPA or EA license
• 5+ years of accounting and tax experience
• Strong tax planning, tax strategy, and tax compliance background
• Experience preparing and/or reviewing 1040, 1120-S, 1065, and 1120 returns
• Experience with high-net-worth clients, business owners, investors, complex client situations, and multiple entities
• Ability to independently manage multiple clients and deadlines, with strong client-facing communication

Nice to Have

• Drake Tax experience
• Multi-entity planning experience
• Experience reviewing other preparers' work
• Experience conducting year-round tax planning

Why Join Wallwitz Wealth

This is an opportunity to step into a senior role with meaningful ownership of the tax function rather than simply preparing returns.

You'll have the opportunity to:

• Own client relationships and tax strategy from planning through implementation
• Work year-round on proactive tax planning—not just tax-season compliance
• Serve business owners, investors, real estate clients, and high-net-worth individuals with complex tax situations
• Take meaningful ownership of client work without layers of unnecessary approval
• Lead and develop tax compliance team members
• Work directly with firm leadership on complex strategies and significant client situations
• Help shape processes and standards as the tax practice grows
• Build a role with significant responsibility, autonomy, and visibility within the firm

About Wallwitz Wealth

Wallwitz Wealth works with business owners, investors, real estate clients, and high-net-worth individuals who need more than traditional tax preparation.

Our approach emphasizes proactive, year-round tax strategy alongside strong compliance and execution. We work closely with clients to understand their businesses, investments, entities, and long-term goals so tax decisions can be made intentionally throughout the year, not just at filing time.

We're building a team that can combine strong technical tax expertise with responsive client service, proactive planning and personal accountability.