Tax Manager

Software Placement Group; Phoenix (AZ); On-site; USD 120,000 - 165,000; Full time

Job summary

Software Placement Group in Phoenix, AZ is seeking an experienced Tax Manager to lead client engagements, mentor staff, and navigate evolving tax regulations within a growing CPA firm.

The role focuses on leading tax planning, compliance, and advisory services for corporate, partnership, and individual clients, with a strong emphasis on client management and staff development.

Qualifications

• CPA license required.
• 5+ years of tax experience in public accounting.
• Experience preparing forms 1065, 1120, 1120S, 1041 and 1040.
• Strong communication and interpersonal skills.
• Proficient in corporate, partnership, and individual taxation.
• Ability to review work of staff.
• Experience with QuickBooks is a plus.
• Strong organizational skills and ability to manage multiple client engagements.

Responsibilities

• Provide innovative tax planning, consulting, and compliance services.
• Manage tax engagements and workload efficiently.
• Manage clients and their expectations.
• Prepare corporate, partnership, individual, and trust and estate tax returns.
• Provide leadership to Tax Accountants and Staff.
• Handle IRS and state notices.
• Maintain up-to-date knowledge of changing tax regulations.
• Apply working knowledge of QuickBooks.

Skills

Tax planning

Tax compliance

Client management

Review of tax returns

Communication

Leadership

Public accounting

Microsoft Office

Education

Licensed CPA

Tools

UltraTax

Microsoft Office

Job description

Location: Phoenix, AZ | Schedule: Full-time, on-site

Overview

A growing CPA firm based in North Phoenix is seeking an experienced Tax Manager to join its team. This is an in-office role for a seasoned tax professional who can lead client engagements, mentor staff, and help the firm navigate an ever-changing regulatory landscape.

What you'll do

• Provide innovative tax planning, consulting, and compliance services
• Manage tax engagements and workload efficiently
• Manage clients and their expectations
• Prepare corporate, partnership, individual, and trust and estate tax returns
• Provide leadership to Tax Accountants and Staff
• Handle IRS and state notices
• Apply working knowledge of QuickBooks
• Maintain up-to-date knowledge of changing tax regulations

Required qualifications

• Licensed CPA
• 5+ years of relevant tax experience in public accounting
• Experience preparing forms 1065, 1120, 1120S, 1041 and 1040
• Ability to think creatively and bring value and ideas to clients and the firm
• Ability to review work prepared by tax accountants
• Proficiency in corporate, partnership, and individual taxation
• Excellent written and verbal communication and interpersonal skills
• Strong organizational skills for managing multiple client engagements
• Proficiency with Microsoft Office (Word, Excel, Outlook)

Preferred qualifications

• 2 years of supervising and training experience preferred
• Experience with UltraTax preferred but not required

Why this role

This is an opportunity to take on a leadership position with a growing CPA firm, guiding tax engagements and mentoring staff while working directly with clients on complex tax matters.