Tax Manager 5632

Tier4 Group; Phoenix (AZ); Hybrid; USD 130,000 - 200,000; Full time

Job summary

Tier4 Group in Phoenix, AZ, is seeking a Tax Manager to join a client-facing, wealth-advisory team in a hybrid onsite setting. You will lead tax engagements for high-net-worth individuals and family offices, delivering strategic planning, complex federal and multi-state returns, and guidance on estate and gift taxes, with a focus on wealth preservation and legacy planning.

The role emphasizes a quality-driven environment, mentoring junior professionals, and close collaboration with legal and

Qualifications

• Active CPA required, or CPA track with license in progress.
• 5-8+ years of progressive tax experience (public accounting or HNW advisory).
• Strong expertise in individual, partnership, trust, estate, and gift taxation.
• Proven client-facing and relationship-management skills.
• Experience with HNW/UHNW clients or family offices preferred.

Responsibilities

• Lead and manage tax engagements for HNW/UHNW individuals and families.
• Review and prepare complex federal and multi-state returns (individual, trust, estate, partnership).
• Provide strategic advice on income, estate, gift, and trust planning.
• Serve as a trusted, year-round advisor to clients.
• Mentor and develop junior team members.
• Collaborate with legal and investment teams for integrated solutions.

Skills

Tax planning

Client advisory

Multi-state returns

HNW advisory

CPA

Relationship management

Education

Active CPA

CPA track

Job description

Location: Phoenix, AZ (Hybrid Onsite)

Compensation: $130K-$200K+ Base + Bonus + Profit Sharing (commensurate with experience)

Shape Complex Wealth Strategies in a Quality-Driven Environment

We're partnering with a highly respected, client-facing financial services firm in Phoenix to add a Tax Manager to their growing team. This is a standout opportunity for a tax professional who values meaningful advisory work, long-term client relationships, and a sustainable pace. You'll work closely with high-net-worth and ultra-high-net-worth individuals and family offices, providing strategic tax planning and guidance that directly impacts wealth preservation and legacy planning.

Why This Opportunity Stands Out

• Quality over quantity culture – manageable client load and thoughtful, advisory-focused work


• Strong work-life balance – leadership prioritizes sustainability and avoids burnout environments


• Growth runway – clear path to senior leadership with increasing client advisory exposure


• Collaborative environment – partner with experienced professionals across tax, legal, and investments

What You'll Do

• Lead and manage tax engagements for HNW/UHNW individuals and families


• Review and prepare complex federal and multi-state returns (individual, trust, estate, partnership)


• Provide strategic advice on income, estate, gift, and trust tax planning


• Serve as a trusted, year-round advisor to clients


• Mentor and develop junior team members


• Collaborate with legal and investment teams to deliver integrated solutions

What You Bring

• 5-8+ years of progressive tax experience (public accounting or HNW advisory


• Active CPA required, or must be an Ensured Agent on a CPA track


• Strong expertise in individual, partnership, trust, estate, and gift taxation


• Proven client-facing and relationship management skills
  
• Experience with HNW/UHNW clients or family offices strongly preferred