Tax Manager

Keystone Distinction Group; Flagstaff (AZ); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Keystone Distinction Group, a rapidly growing Wealth Management Firm in Flagstaff, AZ, is expanding into Tax Preparation. We seek an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.

The role oversees complex returns (1040, 1041, 1065, 1120S), implements streamlined workflows, and trains advisory staff on tax updates, while offering hourly bookkeeping services to support clients’ financial records.

Qualifications

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

Responsibilities

• Client engagement: conduct consultations, onboarding, and strategic tax advice.
• Tax preparation: oversee 1040, 1041, 1065, and 1120S filings with accuracy and compliance.
• Process optimization: standardize workflows and leverage technology to improve client experience.
• Cross-training: provide monthly training on tax strategies and updates for advisory staff.
• Bookkeeping services: offer hourly bookkeeping and reconciliation to support clients' records.

Skills

Client engagement

Tax strategy

Communication

Analytical

Project management

Education

CPA required

Bachelor's in Accounting/Finance

Master in Taxation a plus

Tools

Tax technology software

Job description

Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. Thie 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.