Tax Manager HNW CAAS Local Business

Caliber Recruiting Group; Phoenix (AZ); Hybrid; USD 125,000 - 165,000; Full time

Benefits offered by this job

401(k) Employer contribution

Health Plan / Employer helps pay

Dental HMO

Disability, paid holidays, Generous P 

Flex schedule

Hybrid is an option

Partner track

Job summary

Caliber Recruiting Group partners with a regionally owned accounting, tax, and advisory firm to recruit an experienced Tax Manager in Phoenix, AZ. The role offers exposure to a diverse client base, including local businesses, national clients, and high net-worth individuals.

As Tax Manager, you will lead tax planning and compliance, supervise junior staff, and collaborate with partners on growth opportunities.

Qualifications

• 5+ years of tax prep and review across entities (C-Corps, S-Corps, Partnerships, Trusts).
• Bachelor's degree in accounting or equivalent; Masters is a plus.
• CPA not required but CPA eligible or EA experience is valuable.

Responsibilities

• Work independently and with management for a client group across industries.
• Advise clients on tax issues, planning, research and compliance.
• Notice and correct errors with tax returns to IRS standards.
• Prep and review tax returns for multiple entities (C-Corps, S-Corps, Partnerships, Trusts).
• Collaborate with key clients on business advisory and tax decisions.
• Supervise and train junior tax personnel.
• Assist with local business events networking and relationship-building.

Skills

Tax expertise

Client advisory

Analytical skills

Leadership

Deadline-driven

Education

Bachelor's degree in accounting

Masters in tax or accounting

CPA eligible

EA experience

Job description

One of our regionally owned accounting, tax, and advisory firms (CAAS) has partnered with us to find an experienced Tax Manager in sunny and gorgeous Phoenix, AZ to come and join the firm.

This firm works with multiple business clients (big range of complexity and revenue) in the local area as well as some national clients, in addition to some high profile high net worth personal clients for a variety of tax and advisory needs. This may be a good fit if you are looking for more growth, or you may have been stressed long enough at your large top 10 top 25 firm that keeps asking for more hours with little reward.

Responsibilities and Duties:

• Work independently and with the management staff to work with an assigned group of clients across multiple industries
• Advise clients on multiple tax issues, planning, research and compliance
• Notice and correct errors with tax returns for proper IRS standards
• Prep and review tax returns for multiple entities including C-Corps, S-Corps, Partnerships, and Trusts
• Work with key clients for business advisory and tax decisions
• Supervise and train junior tax personnel
• Help when needed for local business events networking and fostering relationships

Role Requirements:

• 5+ years of tax prep and review experience with various entities, businesses, estates, high net worth
• Bachelor's degree in accounting (or equivalent)- Business, Econ, etc.
• Masters in tax or accounting or tax would be great, but not needed
• CPA is not required but highly appreciated, CPA eligible, sitting for exam soon is ideal
• EA is also good with several years of solid tax prop and review experience
• High level of tax skills, organization, and analytical skills
• Work in a tight deadline environment

Benefits and Comp Plan:

• $125,000-$165,000 salary per year, variable with experience
• 401(k) Employer contribution
• Health Plan / Employer helps pay
• Dental HMO
• Disability, paid holidays, Generous PTO
• Flex schedule, hybrid is an option
• Partner track
• Work along side the partners for growth and development