Tax Manager, Bridgeport

Cambridge Investment Research, Inc.; Phoenix (AZ); On-site; USD 115,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a proactive Tax Manager to deliver exceptional service to clients. This mid-senior level position involves managing a tax team, providing strategic tax planning, and ensuring compliance for various client types. The ideal candidate will have strong public accounting experience and a commitment to building long-term client relationships.

Qualifications

• Advanced experience in tax management and compliance.
• Proven leadership in a supervisory role.
• Strong knowledge of tax laws and regulations.

Responsibilities

• Lead client engagements and analyze complex tax returns.
• Manage the tax team and develop tax strategies.
• Represent clients during IRS and state tax audits.

Skills

Public Accounting experience

Tax compliance

Tax planning

Client management

Education

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Tools

QuickBooks

Lacerte

Adobe

MS Office

Job description

Join to apply for the Tax Manager, Bridgeport role at Cambridge Investment Research, Inc.

Overview

About Bridgeport: We believe tax services are rooted in trust, relationships, and clear communication. We create a welcoming, judgment-free environment where clients feel supported and informed. Our advisors prioritize education, accuracy, and personalized service—taking the time to explain recommendations and offer thoughtful alternatives. We are committed to being responsive and reliable through life’s most exciting and challenging moments. In partnership with BridgePort Financial Solutions, we also provide integrated financial guidance to help clients optimize every aspect of their financial life.

About the role:

We are seeking a proactive and detail-oriented Tax Manager to join our relationship-focused firm and play a key role in delivering exceptional service to our clients, small businesses, and trust and estate clients. In this hands-on leadership role, you will act as a player-coach, managing the tax team while actively contributing to tax planning, review, and compliance. You will work closely with a diverse client base—including individuals, trusts, S-corporations, partnerships, and small-to-mid-sized C-corporations—providing personalized guidance and strategic insight.

This role offers a unique opportunity for someone with public accounting experience who values long-term client relationships and is passionate about education and collaboration. If you're excited about the opportunity to make an impact and grow with a collaborative, client-focused team, we encourage you to apply—we’d love to connect with you.

Essential Duties

1. Build relationships and lead client engagements, addressing tax implications of complex transactions, identifying opportunities for savings, identifying and mitigate tax risks
2. Analyze and prepare complex tax returns for a variety of client types and handle all information data requests
3. Provide innovative tax planning and review complex income tax returns for individuals, businesses, and trusts
4. Manage the complete accounting and tax cycle for multiple high net worth clients across various industries
5. Deliver a full range of tax services in compliance with laws and regulations within timeframe
6. Represent clients during IRS and state tax audits, offering comprehensive support and resolution strategies.
7. Developing tax strategies to minimize liabilities and ensure compliance
8. Conducting research on tax laws and staying updated on changes
9. Coordinate accounting staff and assess their performance
10. Providing guidance to junior tax staff and assisting in their professional development
11. Oversee the implementation of tax policies and internal procedures to ensure operational efficiency and consistency.
12. Maintain tax balances on general ledger

Education & Experience

The ideal candidate will possess an advanced level of experience with tax management, planning, compliance, laws - ideally with a proven track record in a leadership or supervisory role.

Certificates & Licenses

• Certified Public Accountant (CPA)
• Enrolled Agent (EA) preferred

Preferred Skills

• Public Accounting experience
• Preparer Tax Identification Number (PTIN)
• Experience with trusts and estates is strongly preferred
• Excellent knowledge of tax accounting, tax compliance and all types of tax returns
• Knowledge of QuickBooks, Lacerte, TPS, Adobe and MS Office

Compensation: $115,000-$150,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance