Tax Manager

Job Juncture; Flagstaff (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

Job Juncture in Flagstaff, AZ is seeking a Tax Practice Manager to lead a new tax service area, focusing on client relationships, tax strategy, and efficient practice management.

The role requires CPA and 5+ years of tax preparation experience, with strong communication, analytical, and project management skills. The position includes overseeing 1040, 1041, 1065, and 1120S filings and offering bookkeeping support as needed.

Qualifications

• CPA required.
• Bachelor’s degree in Accounting, Finance, or related field.
• Master in Taxation is a plus.

Responsibilities

• Lead client engagements and taxonomy of tax strategies.
• Oversee tax preparation for individuals, trusts, partnerships, and S-Corps.
• Standardize workflows and leverage technology to improve processes.

Skills

Tax software proficiency

Communication

Analytics

Project management

Education

Bachelor’s degree in accounting/finance

CPA

Master in taxation (nice to have)

Job description

Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. The firm is seeking an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.

Key Responsibilities

• Client Engagement : Conduct client consultations, manage onboarding, and provide strategic tax advice.
• Tax Preparation: Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings, ensuring accuracy and compliance.
• Process Optimizatio n: Standardize workflows, leverage technology to improve processes, and enhance client experience.
• Cross-Trainin g: Provide monthly training for advisory staff on tax strategies and tax law updates.
• Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records

Qualifications

• Education/License: CPA required; Bachelor's in Accounting, Finance, or related field. Master in taxation a plus
• Experience: 5+ years in tax preparation, including complex returns for families and business clients.
• Skills: Proficient in tax technology and software; strong communication, analytical, and project management abilities.