Tax Manager

Frontline Source Group; Mesa (AZ); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid flexibility after ramp-up

Three weeks paid vacation

Arizona sick time

Firm closed for Thanksgiving week

Significant time off around Christmas

Annual company summit

Quarterly employee celebrations and 1:

Quarterly company town halls with lead

Career opportunities through growth &/

Collaborative advisory-focused culture

Job summary

Frontline Source Group seeks a Tax Manager in Mesa, Arizona for a direct-hire hybrid role. You will oversee a sizable portfolio of business and individual tax clients, reviewing returns and providing planning, advisory, and client leadership.

This is not a pure tax-prep position. You will mentor associates, manage multiple engagements, and develop proactive strategies while building long-term client relationships with owners who have multiple entities.

Qualifications

• Significant public accounting tax experience.
• Strong tax return review experience.
• Experience in tax planning and advisory services.
• Experience working directly with clients.
• Ability to manage multiple complex engagements and priorities.
• Strong knowledge of individual and business taxation.
• Excellent communication and relationship-building skills.
• Ability to work collaboratively within a team environment.
• EA credential or comparable level of demonstrated tax expertise.
• CPA license preferred.
• Previous Tax Manager experience in a public accounting firm.
• Experience supervising or mentoring tax professionals.
• Experience managing a substantial client portfolio.
• Experience with business owners and clients with multiple entities.
• CCH Axcess experience.

Responsibilities

• Review individual and business tax returns prepared by the tax team.
• Oversee approximately 150 to 200 client relationships representing roughly 400 to 500 tax returns.
• Provide proactive tax planning, strategy, and advisory services.
• Work with business owners who may have multiple entities, ventures, and individual tax considerations.
• Identify tax planning opportunities and provide strategic recommendations.
• Manage multiple client engagements, deadlines, and priorities simultaneously.
• Guide and support Tax Associates and other members of the tax team.
• Research complex tax matters and develop practical solutions.
• Build strong, long-term relationships with clients.
• Collaborate with firm leadership and other team members.

Skills

Public accounting tax experience

Tax return review

Tax planning & advisory

Client relationship management

Communication skills

Team collaboration

Mentoring tax staff

Managing multiple engagements

Multi-entity tax scenarios

Education

EA credential or comparable tax expertise

CPA license preferred

Tools

CCH Axcess

Job description

Tax Manager - Mesa, Arizona - Direct Hire - Hybrid Our client located in Mesa, Arizona has an immediate need for a Tax Manager. This is a direct hire hybrid opportunity.

Tax Manager Company Profile:

Our client is a growing CPA firm in the Mesa and Phoenix area with approximately 25 employees. The firm provides tax compliance, tax strategy, accounting, payroll, and advisory services to business owners and individuals. The organization is actively growing through new client development and potential acquisitions, creating opportunities for professionals who want to join a firm where they can have an impact and grow with the business. The culture is centered around four core values: putting clients first, collaborating as a team, being a resourceful learner, and maintaining a positive, solution-focused mindset.

Tax Manager Role

The Tax Manager will oversee a significant portfolio of business and individual tax clients while providing review, planning, advisory, and client relationship leadership. This is not primarily a tax preparation position. The Tax Manager will oversee work prepared by associates and serve as a trusted advisor to clients with increasingly complex tax situations.

Responsibilities:

• Review individual and business tax returns prepared by the tax team.
• Oversee approximately 150 to 200 client relationships representing roughly 400 to 500 tax returns.
• Provide proactive tax planning, strategy, and advisory services.
• Work with business owners who may have multiple entities, ventures, and individual tax considerations.
• Identify tax planning opportunities and provide strategic recommendations.
• Manage multiple client engagements, deadlines, and priorities simultaneously.
• Guide and support Tax Associates and other members of the tax team.
• Research complex tax matters and develop practical solutions.
• Build strong, long-term relationships with clients.
• Collaborate with firm leadership and other team members.

Tax Manager Background Profile:

• Required Significant public accounting tax experience.
• Strong tax return review experience.
• Demonstrated tax planning and advisory experience.
• Experience working directly with clients.
• Ability to manage multiple complex engagements and priorities.
• Strong knowledge of individual and business taxation.
• Excellent communication and relationship-building skills.
• Ability to work collaboratively within a team environment.
• EA credential or comparable level of demonstrated tax expertise.
• Preferred CPA license.
• Previous Tax Manager experience within a public accounting firm.
• Experience working with business owners and clients with multiple entities.
• Experience supervising or mentoring tax professionals.
• Experience managing a substantial client portfolio.
• CCH Axcess experience.

Features and Benefits

• Hybrid flexibility after successful initial ramp-up.
• Approximately eight weeks of 50-hour workweeks during spring busy season, offset by reduced 30-hour schedules during portions of the year with the goal of averaging approximately 40 hours annually.
• Three weeks paid vacation.
• Arizona sick time.
• Firm closed for the entire Thanksgiving week.
• Significant time off around the Christmas holiday.
• Annual company summit.
• Quarterly employee celebrations and one-on-one development conversations.
• Quarterly company town halls with leadership.
• Career opportunities created through continued organic growth and acquisitions.
• Collaborative, advisory-focused environment.