Tax Practice Manager: Strategy, Compliance & Growth

Calqulate Metrics Ltd; Flagstaff (AZ); On-site; USD 110,000 - 180,000; Full time

Job summary

Calqulate Metrics Ltd is seeking a Tax Practice Manager in Flagstaff, AZ to lead a new tax services area within a growing wealth management practice. You will manage client engagements, oversee complex tax filings, and drive practice efficiency through technology and streamlined workflows.

The role requires CPA licensure, a bachelor's in accounting or finance, and a master's in taxation is a plus; with 5+ years of tax preparation experience, strong communication, analytical, and project

Qualifications

• CPA licensure required; Bachelor's in Accounting/Finance or related field; Master in Taxation 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 client consultations, manage onboarding, and provide strategic tax advice.
• Tax Preparation: Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings, ensuring accuracy and compliance.
• Process Optimization: Standardize workflows, leverage technology to improve processes, and enhance client experience.
• Cross-Training: Provide monthly training for advisory staff on tax strategies and tax law updates.
• Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records

Skills

Client engagement

Tax strategy

Communication

Analytical

Project management

Education

CPA license

Bachelor's in Accounting/Finance

Master in Taxation (plus)

Tools

Tax software

Job description

Calqulate Metrics Ltd is seeking a Tax Practice Manager in Flagstaff, AZ to lead a new tax services area within a growing wealth management practice. You will manage client engagements, oversee complex tax filings, and drive practice efficiency through technology and streamlined workflows.

The role requires CPA licensure, a bachelor's in accounting or finance, and a master's in taxation is a plus; with 5+ years of tax preparation experience, strong communication, analytical, and project