Tax Manager - Advisor Support (Finance)

iLocatum; Scottsdale (AZ); Hybrid; USD 95,000 - 150,000; Full time

Benefits offered by this job

Dental, vision, and retirement plan

Hybrid work flexibility

Job summary

A national financial services platform is seeking a Tax Manager, Advisor Support to build and lead a new tax support function. The role involves preparing business and individual tax returns while working closely with advisors. Applicants should have at least 3 years of relevant experience and strong communication skills. Benefits include dental, vision, retirement plans, and a hybrid work model featuring one remote day weekly. This is a unique opportunity to shape a vital service as it scales nationwide.

Qualifications

• 3+ years of hands-on individual and/or business tax experience.
• Comfortable partnering with advisors and internal teams.
• Experience launching and growing tax support functions.

Responsibilities

• Launch and grow a tax support function serving advisors.
• Prepare and review individual and business tax returns.
• Gather client information and simplify complex tax topics.
• Improve workflows and processes as the service line scales.
• Support compliance, documentation, and timely filing.

Skills

Client-facing experience

Strong written and verbal communication skills

Tech-forward mindset

Experience in tax workflows

Education

CPA or EA

Tools

CCH

Job description

Tax Manager, Advisor Support

Location: Scottsdale, AZ – Hybrid (1 remote day per week)

Pay: $95,000 – $150,000 per year

Must-Haves

• 3+ years of hands‑on individual and/or business tax experience (1040, 1065, 1120, 1120S)
• Client‑facing experience with strong written and verbal communication skills
• Comfortable partnering with advisors, producers, and internal teams
• Tech‑forward mindset with interest in modern tax workflows (CCH experience a plus)
• CPA or EA strongly preferred, but not required if experience is strong

Position Overview

We are seeking a Tax Manager, Advisor Support to build and lead a new centralized tax support function for a fast‑growing national financial services platform. This role provides the unique opportunity to work directly with independent advisors and internal partners while shaping a high‑touch tax support service line that will scale nationwide.

Key Responsibilities

• Launch and grow a tax support function serving advisors and their clients
• Prepare and review individual and business tax returns; support planning conversations as appropriate
• Partner closely with advisors, internal teams, and marketing to deliver a seamless client experience
• Gather and organize client information, clarify open items, and translate complex tax topics into plain‑English guidance
• Improve workflows, templates, and processes as the tax service line scales
• Leverage tax technology tools and drive adoption and efficiency
• Support compliance, documentation, and timely filing while maintaining excellent client service

Why This Role is Exciting

• Build a brand‑new tax support offering from the ground up
• Gain visibility and ownership while still having a collaborative team around you
• Competitive compensation with upside based on impact and growth
• Opportunity for career advancement as the service line expands nationwide

About Our Client

Our client is a national financial services platform supporting independent advisors and agents across the country. They provide asset management, marketing support, and in‑house planning resources to help producers grow and better serve clients, with tax support becoming a core focus of their mission.

Benefits

• Dental, vision, and retirement plan
• Hybrid work flexibility with potential for additional remote options