Tax Manager (Private Wealth Management)

The Bahnsen Group; Phoenix (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) plan with TBG contribution of 3%

Discretionary annual bonus

Job summary

The Bahnsen Group is seeking a Tax Manager to join its Tax Services Department. This full-time, in-office role, located in Phoenix, AZ, or Newport Beach, CA, offers a chance to shape the tax strategy for over 400 clients. Responsibilities include tax planning, compliance oversight, and close collaboration with Wealth Advisors. Candidates must have at least 5 years of relevant experience, hold a CPA or equivalent, and possess strong analytical skills. A comprehensive benefits package and a discretionary bonus are included.

Qualifications

• Minimum 5 years of experience in public accounting or RIA-based tax environment.
• Prior experience as a Senior Associate / Senior Accountant or Tax Manager required.
• Strong working knowledge of Individual taxation, S corporations, Partnerships, and Trusts and estates.

Responsibilities

• Provide tax planning, compliance, and advisory services to high-net-worth individuals.
• Review and file a wide range of tax returns, including Forms 1040 and 1065.
• Research complex federal and state tax issues and prepare well-documented analyses.

Skills

Tax planning

Compliance

Client advisory

Detail-oriented

Organizational skills

Time management

Education

Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related field

CPA, JD or EA designation

Tools

CCH Axcess

CCH Workflow

BNA Tax Planner

Microsoft Office (Word, Excel, PowerPoint)

Job description

OPPORTUNITY

The Tax Manager will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in Newport Beach, CA or Phoenix, AZ.

The Tax Department is intentionally structured to deliver a low volume, high touch client experience. Professionals are expected to provide proactive planning, thoughtful advisory services, and technically sound compliance work for high-net-worth individuals and Family Office clients.

The Tax Manager will work closely with Private Wealth Advisors in a highly collaborative environment, regularly participating in wealth and tax planning meetings to support integrated client advice. From time to time, the role may also involve participation in prospect meetings alongside advisors, as appropriate. The Tax Manager is expected to serve as a trusted tax advisory resource across the firm and will be relied upon by both clients and advisors for thoughtful tax planning and consulting support. The role reports directly to the Tax Director and offers a clear path for increased responsibility as the Tax Department continues to scale.

RESPONSIBILITIES

Client Service & Advisory

• Provide tax planning, compliance, and advisory services to high-net-worth individuals, Family Office clients, and closely held business entities
• Act as the primary day‑to‑day tax contact for assigned client relationships
• Participate in client meetings to address tax matters, explain planning strategies, and respond to tax‑related inquiries
• Collaborate closely with Wealth Advisors and internal teams to ensure tax strategies align with broader financial objectives

Tax Compliance & Review

• Review and file a wide range of tax returns, including but not limited to: Forms 1040, 1041, 709, 1065, 1120S, 1120
• Ensure accuracy, completeness, and timely filing across federal and multi‑state jurisdictions
• May serve as a tax return signer upon approval by the Tax Director
• Identify technical issues, planning opportunities, and compliance risks during the review process

Technical Research & Planning

• Research complex federal and state tax issues and prepare clear, well‑documented analyses and recommendations
• Assist in the design and implementation of tax planning strategies under the direction of senior tax leadership
• Stay current on tax law developments impacting high net‑worth individuals, trusts, pass‑through entities, and multi‑state filers

Team Collaboration & Development

• Provide guidance and mentoring to junior tax staff on tax engagements and best practices
• Contribute to improvements in workflows, documentation standards, and the overall client experience
• Continue developing technical expertise through ongoing learning and exposure to complex tax matters

QUALIFICATIONS

• Minimum 5 years of experience in public accounting or an RIA‑based tax environment
• Prior experience as a Senior Associate / Senior Accountant or Tax Manager required
• Designations: Active CPA or JD strongly preferred, minimum EA required
• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field
• Strong working knowledge of: Individual taxation, S corporations, Partnerships, and Trusts and estates
• Experience serving high-net-worth individuals and multi‑entity family structures
• Detail‑oriented with strong organizational, time management, and prioritization skills
• Experience with CCH Axcess and CCH Workflow; BNA Tax Planner
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

CONSIDERATION

• Salary commensurate with experience
• Full benefits package including medical, dental, vision, and disability
• 401(k) plan with TBG contribution of 3% of compensation
• Discretionary annual bonus