Tax Manager

Fortitude Family Office, LLC; Phoenix (AZ); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Flexible PTO

Health benefits

401(k)

Professional development

Job summary

Fortitude Family Office, LLC seeks a dynamic tax manager to lead and mentor a team, overseeing planning, scheduling, preparation, and review of federal, state, and local returns for individuals and businesses in a professional office setting.

The role emphasizes mentorship, client communication, and high-quality tax work across entities such as C-Corps, S-Corps, partnerships, trusts, and estates. CPA required; strong leadership and tax research skills are essential.

Qualifications

• 8+ years of experience in US income tax preparation and planning.
• In-depth knowledge of US tax laws and regulations.
• Proficiency in Microsoft 365 Suite and CRM tools.
• US CPA or equivalent is required.

Responsibilities

• Guide and manage team members to ensure timely and precise completion of tasks.
• Maintain proactive communication with team and clients to manage expectations and deadlines.
• Oversee preparation of complex tax returns for individuals and entities (C-Corps, S-Corps, partnerships, trusts, estates).
• Review associates' work and provide feedback, guidance, and training to ensure quality and accuracy.
• Conduct tax research on complex issues and handle IRS/auditing correspondence.

Skills

US tax laws

Team leadership

Mentoring

Communication

Tax research

Education

Bachelor's degree in accounting/finance

CPA

Tools

Excel

PowerPoint

Outlook

Salesforce

Job description

We are seeking a dynamic tax manager and leader to join our team, someone who is not only proficient in managing tax operations but also passionate about mentoring and guiding others. This critical role involves overseeing the planning, scheduling, preparation, research, and review of federal, state, and local tax returns for both individuals and businesses.

Job Duties

• Guide and manage team members to ensure timely and precise completion of assigned tasks.
• Maintain proactive and clear communication with both your team and clients to manage expectations, deadlines, and deliverables effectively.
• Advanced technical proficiency in taxation, overseeing the preparation of complex tax returns including individuals, C-Corps, S-Corps, partnerships, trusts, and estates across various industries.
• Establish and maintain strong relationships with clients, expertly resolve and communicate tax-related questions and issues.
• Review associates' work, offering constructive feedback, guidance, and training to ensure quality and accuracy.
• Conduct in-depth tax research on complex issues and handle correspondence and audits from the IRS and other governmental agencies.
• Provide valuable guidance and mentorship to staff, assisting them in developing their technical skills. Train new employees on firm technologies, processes, and procedures.
• Maintain a program for ongoing tax updates and education for the tax group. Innovate and present ideas for process improvements to achieve firm and departmental goals.

The Qualifications

• 8+ years of prior experience with US income tax preparation and planning,
• In-depth knowledge of US tax laws and regulations
• Accuracy, attention to detail, and the ability to articulate complex information in writing and verbally.
• Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
• Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
• Proficiency in Microsoft 365 Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM (Salesforce) and other systems, such as tax preparation software
• Bachelor's degree (or equivalent) in accounting, finance, or related field
• US CPA or equivalent required

The Benefits

• Competitive salary and annual performance-based bonus
• Flexible PTO and 10 paid holidays per year
• Medical, dental, and vision health plans with generous employer contribution
• Supplemented health savings account (HSA)
• Short and Long-term disability coverage paid for by employer
• Flexible 401(k) retirement benefits with employer contributions
• Opportunity for advancement based on performance, personal growth, and cultural fit
• Work with a team-oriented culture that supports continuing education and career growth
• Strong support for volunteer, community and/or industry involvement