Tax Manager

Markent Personnel; Flagstaff (AZ); On-site; USD 110,000 - 160,000; Full time

Job summary

Wealth Management Firm in Flagstaff, AZ, is seeking an experienced Tax Practice Manager to lead a new tax services area. The role focuses on client relationships, tax strategy, and efficient practice management.

You will oversee tax filings for individuals, trusts, partnerships, and S-corps while improving processes and client experience. The ideal candidate has CPA credentials, 5+ years of tax experience, and strong skills in tax software, communication, analytics, and project management.

Qualifications

• CPA licensed with a bachelor’s degree in accounting/finance or related field.
• 5+ years in tax preparation including complex individual and business returns.
• Proficient with tax software and strong communication, analytical, and PM skills.

Responsibilities

• Engage clients through consultations and onboarding, delivering strategic tax guidance.
• Oversee 1040, 1041, 1065, and 1120S filings for accuracy and compliance.
• Standardize workflows and leverage technology to improve efficiency.
• Provide monthly training on tax strategies and updates.
• Offer hourly bookkeeping and reconciliation services to clients.

Skills

Client communication

Analytical skills

Project management

Tax technology

Education

CPA

Bachelor's in Accounting/Finance/related field

Master in Taxation (a plus)

Tools

Tax 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.