Tax Practice Manager | CPA + Tax Strategy & Growth

Keystone Distinction Group; Flagstaff (AZ); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Keystone Distinction Group, a rapidly growing Wealth Management Firm in Flagstaff, AZ, is expanding into Tax Preparation. We seek an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.

The role oversees complex returns (1040, 1041, 1065, 1120S), implements streamlined workflows, and trains advisory staff on tax updates, while offering hourly bookkeeping services to support clients’ financial records.

Qualifications

• CPA required and a Bachelor's in Accounting, Finance, or related field; Master in taxation is a plus.
• 5+ years in tax preparation, including complex returns for families and business clients.
• Proficient in tax technology and software; strong communication, analytical, and project management abilities.

Responsibilities

• Client engagement: conduct consultations, onboarding, and strategic tax advice.
• Tax preparation: oversee 1040, 1041, 1065, and 1120S filings with accuracy and compliance.
• Process optimization: standardize workflows and leverage technology to improve client experience.
• Cross-training: provide monthly training on tax strategies and updates for advisory staff.
• Bookkeeping services: offer hourly bookkeeping and reconciliation to support clients' records.

Skills

Client engagement

Tax strategy

Communication

Analytical

Project management

Education

CPA required

Bachelor's in Accounting/Finance

Master in Taxation a plus

Tools

Tax technology software

Job description

Keystone Distinction Group, a rapidly growing Wealth Management Firm in Flagstaff, AZ, is expanding into Tax Preparation. We seek an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.

The role oversees complex returns (1040, 1041, 1065, 1120S), implements streamlined workflows, and trains advisory staff on tax updates, while offering hourly bookkeeping services to support clients’ financial records.