Tax Manager

W3Global Inc.; Arizona; On-site; USD 90,000 - 140,000; Full time

Job summary

W3Global Inc. in Scottsdale, AZ is seeking an experienced Tax Manager to lead tax engagements for individuals and businesses, ensuring accuracy and timely delivery. The role involves planning, preparation, review, and compliance, with a focus on practical tax strategies for client satisfaction.

Ideal candidates possess strong knowledge of federal/state tax laws, mentoring skills, and the ability to communicate complex concepts clearly while managing client expectations and team performance.

Qualifications

• Several years of progressive tax experience in public accounting or professional services.
• Strong background in tax planning, preparation, and compliance.
• Experience with individual, corporate, partnership, and other entity tax returns.
• Ability to review complex tax returns and identify issues or opportunities.
• Knowledge of tax laws and updates and ability to apply changes to client situations.
• Supervisory, mentoring, or team leadership experience.
• Excellent client-service orientation with strong communication skills.

Responsibilities

• Oversee tax engagements for individuals and businesses, including planning, preparation, review, and compliance.
• Prepare and review federal and state tax returns for individuals and entities.
• Develop and implement tax planning strategies to optimize client positions.
• Research and interpret federal and state tax laws and apply changes to client situations.
• Review returns for accuracy and regulatory compliance; provide practical guidance to clients.
• Supervise and mentor tax team members; manage workflow and deadlines.
• Maintain client relationships through proactive communication and dependable service.

Skills

Tax planning

Tax preparation

Tax compliance

Mentoring / leadership

Client service orientation

Communication skills

Analytical skills

Education

Bachelor's degree in Accounting or Finance

CPA or EA designation

Tools

Professional tax software

Accounting systems

Microsoft Excel

Job description

Job Description

• Our client, a professional accounting and advisory firm, is seeking an experienced Tax Manager to join their team in Scottsdale, Arizona.

• This is an excellent opportunity for a tax professional with strong tax planning, preparation, review, and compliance experience who enjoys working directly with clients and providing practical tax strategies and guidance.

• The Tax Manager will oversee tax engagements for individual and business clients, review complex tax returns, advise clients on tax matters, supervise and mentor team members, and help ensure tax engagements are completed accurately and on schedule.

Key Responsibilities

• Oversee tax engagements including planning, preparation, review, and compliance for individual and business clients.

• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, and other business entities.

• Develop and implement tax planning strategies designed to optimize clients' tax positions.

• Research and interpret federal and state tax laws and apply changes to client situations.

• Review tax returns and related work for accuracy, completeness, and compliance with applicable regulations.

• Advise clients on tax strategies and explain complex tax concepts in a clear and practical manner.

• Respond to client tax questions, notices, and other tax-related inquiries.

• Assist with tax audits and regulatory matters as needed.

• Supervise, mentor, and provide technical guidance to tax team members.

• Manage tax workflow, priorities, and deadlines to ensure timely completion of engagements.

• Coordinate with accounting and other team members to provide integrated financial and tax services.

• Develop and maintain strong, long-term client relationships through proactive communication and dependable service.

• Stay current on changes in tax laws, regulations, and industry practices.

• Contribute to process improvements and the continued development of the tax practice.

Qualifications

• Several years of progressive tax experience, preferably in public accounting or a similar professional services environment.

• Strong background in tax planning, tax preparation, and tax compliance.

• Experience with individual, corporate, partnership, and other entity tax returns.

• Demonstrated ability to review complex tax returns and identify potential issues or opportunities.

• Strong knowledge of tax laws, regulations, and compliance requirements.

• Ability to interpret tax law changes and apply them to client-specific situations.

• Previous supervisory, mentoring, or team leadership experience.

• Strong client-service orientation with excellent written and verbal communication skills.

• Ability to explain complex tax concepts clearly to clients and colleagues.

• Excellent analytical, organizational, and time-management skills.

• Strong attention to detail and commitment to accuracy and deadlines.

• Proficiency with professional tax preparation software, accounting systems, Microsoft Excel, and other standard office tools.

• Bachelor's degree in Accounting, Finance, or a related field.

• CPA or EA designation strongly preferred.

What We're Looking For

• The ideal candidate is a client-focused tax professional and leader who can confidently move between technical tax work, tax planning, return review, client communication, and team supervision.

• Candidates with a strong public accounting background and experience managing a variety of individual and business tax engagements are encouraged to apply.