Sr Tax Manager

Jobot; Scottsdale (AZ); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Quarterly & Annual bonus + Profit分享

401k match, unlimited PTO

Full benefits (medical, dental, vision

Hybrid schedule

Job summary

Jobot in Scottsdale, AZ is seeking a seasoned Senior Tax Manager to lead tax planning and wealth management for high-net-worth clients. You will oversee complex returns (1040, K-1, S-Corp), manage client relationships, and guide cross-functional teams on tax strategy and compliance.

You'll mentor junior staff and stay current with tax laws, driving value through proactive planning, strategic wealth transfer, and real estate tax optimization.

Qualifications

• 5+ years of tax management experience for high net worth individuals.
• CPA certification is required.
• Strong knowledge of 1040, K-1s, S Corp, wealth transfer, and real estate tax.

Responsibilities

• Lead and oversee the preparation and review of complex tax returns for high net worth individuals, including 1040, K-1s, and S Corp.
• Develop and implement strategic tax planning solutions for clients to optimize wealth management.
• Manage client portfolios and ensure timely filing of tax returns.
• Provide expert advice on wealth transfer strategies, investment income, and real estate tax.
• Build and maintain strong client relationships and act as advisor on tax matters.
• Collaborate with internal teams to ensure compliance with federal and state tax laws.
• Stay updated with industry trends and regulations to enhance client service.
• Mentor junior team members and promote a culture of learning.

Skills

Tax management

CPA

Client relationships

Education

Bachelor's degree in Accounting, Finance, or related field

CPA certification

Job description

Job Details

Sr Tax Manager opportunity with an amazing Boutique Financial Services team

Salary: $130,000 - $150,000 per year

A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships.

Why join us?

• Competitive compensation
• Quarterly & Annual bonus + Profit sharing
• 401k match, unlimited PTO
• Full benefits (medical, dental, vision)
• Hybrid schedule

We are seeking a seasoned and driven Senior Tax Manager to join our dynamic Accounting and Finance team. This is a permanent position that provides a unique opportunity to work with high net worth individuals and play a pivotal role in their financial success. You will be responsible for managing tax planning, wealth transfer, investment income, and real estate tax. As a trusted advisor, you will also handle client-facing responsibilities, ensuring their wealth management needs are met with precision and care. This role requires a deep understanding of S Corp, 1040, K-1s, and a commitment to staying updated with the latest industry trends and regulations.

Responsibilities

• Lead and oversee the preparation and review of complex tax returns for high net worth individuals, including 1040, K-1s, and S Corp.
• Develop and implement strategic tax planning solutions for clients to optimize their wealth management.
• Manage client portfolios, ensuring accurate and timely filing of tax returns.
• Provide expert advice on wealth transfer strategies, investment income, and real estate tax.
• Build and maintain strong relationships with clients, acting as their trusted advisor in all tax-related matters.
• Collaborate with internal teams to ensure compliance with federal and state tax laws.
• Stay updated with the latest industry trends, tax regulations, and changes to ensure optimal client service and compliance.
• Mentor and guide junior team members, promoting a culture of learning and excellence.

Qualifications

• A Bachelor's degree in Accounting, Finance, or related field. A Master's degree will be a plus
• Certified Public Accountant (CPA)
• Minimum of 5 years of experience in tax management, with a focus on high net worth individuals
• Proven experience with 1040, K-1s, tax planning, investment income, wealth transfer, and real estate tax.
• Strong knowledge of S Corp and wealth management strategies.
• Exceptional client-facing skills with the ability to build and maintain strong relationships.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to work under tight deadlines.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.