Tax Manager

Tom Trese Networking LLC; Flagstaff (AZ); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Tom Trese Networking LLC, a wealth management firm expanding into tax services, seeks an experienced Tax Practice Manager in Flagstaff, AZ. You will lead client engagements, oversee tax preparation and strategy, and drive efficient practice management.

The role requires a CPA, a Bachelor's in Accounting/Finance, and 5+ years in tax preparation, including complex returns for families and business clients. Master in taxation is a plus; strong communication and project management are essential.

Qualifications

• CPA license is required.
• Bachelor's degree in accounting, finance, or related field.
• Master's in taxation is a plus.

Responsibilities

• Conduct client consultations, onboarding, and provide strategic tax advice.
• Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings for accuracy and compliance.
• Standardize workflows and leverage technology to improve processes and client experience.
• Provide monthly training for advisory staff on tax strategies and updates.
• Offer hourly bookkeeping and reconciliation services to support clients' records.

Skills

Tax technology proficiency

Client relationship management

Communication skills

Project management

Education

Bachelor's in Accounting or Finance

CPA certification

Master in Taxation

Tools

Tax software

Accounting 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 Optimization: Standardize workflows, leverage technology to improve processes, and enhance client experience.
• Cross-Training: 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.