Tax Senior Manager / Director

Software Placement Group, SPG; Phoenix (AZ); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Excellent benefits and compensation

Great work-life balance

Flexible hybrid work arrangement

Growth and advancement opportunities

Job summary

Software Placement Group (SPG) in Phoenix, AZ is seeking a Tax Senior Manager/Director to lead the tax practice, manage client engagements, and mentor staff. This leadership role involves overseeing complex returns, identifying growth opportunities, and coordinating cross-functional teams.

The position emphasizes client-facing leadership, strategic tax planning, and development of a high-performing tax group with a strong culture of integrity and collaboration.

Qualifications

• Bachelor's degree in Accounting, Taxation, or related field.
• 7-10 years of technical tax experience in public accounting or related field.
• 8+ years of public accounting tax experience, including complex returns.
• 4+ years of management/supervisory experience.
• Active CPA, EA, or equivalent certification.
• Experience in year-end tax planning for individuals and corporations.
• Ability to manage all aspects of client engagements.
• Strong written and verbal communication across all levels of an organization.

Responsibilities

• Serve as a trusted advisor to clients, identifying issues and proactively communicating solutions.
• Own client relationships and oversee engagement work.
• Manage staff on engagement deliverables including financial statements, tax returns, and work papers.
• Perform technical and strategic reviews to ensure quality, timeliness, and budget adherence.
• Review complex tax returns for individuals, partnerships, corporations, and trusts.
• Understand client goals and needs, servicing clients directly.
• Provide clients with recommendations and identify growth opportunities.
• Research tax issues and provide guidance to clients.
• Mentor, coach, train, supervise, and evaluate staff.
• Foster a positive team culture and support management decisions.
• Engage in business development and client relationship management.
• Assist department leadership in strategic development of the department.

Skills

Public accounting tax experience

Engagement management

Leadership and mentoring

Client relationship management

CPA/EA certification

Tax software proficiency

Communication skills

Education

Bachelor's degree in Accounting, Taxation, or related field

Master's degree in Accounting, Taxation, or related field

Tools

RIA Checkpoint

UltraTax

Workpapers

Practice CS

File Cabinet

QuickBooks

Microsoft Excel

Microsoft Word

Job description

Location: Phoenix, AZ | Schedule: Full-time, hybrid (flexible in-office and work-from-home hours)

Overview

A progressive, highly profitable, and well-established CPA firm serving a wide range of industries is seeking a Tax Senior Manager / Director to join its leadership team. This is a client-facing leadership role responsible for overseeing complex tax engagements, mentoring staff, and helping shape the firm's tax practice.

What you'll do

• Serve as a trusted advisor to clients, identifying issues and proactively communicating solutions
• Own client relationships and oversee engagement work
• Manage staff on engagement deliverables including financial statements, tax returns, and work papers
• Perform technical and strategic reviews as part of the final engagement review team to ensure quality standards, timeliness, and budget adherence
• Review complex tax returns, including international, federal, and multi-state returns for C corporations, S corporations, partnerships, high-net-worth individuals, trusts, estates, and foundations
• Understand client goals and needs, servicing clients directly
• Provide clients with recommendations and identify growth opportunities
• Research tax issues and provide guidance to clients
• Mentor, coach, train, supervise, and evaluate staff
• Foster a positive team culture and support management decisions
• Engage in business development and client relationship management
• Assist department leadership in strategic development of the department

Required qualifications

• Bachelor's degree in Accounting, Taxation, or related field
• 7-10 years of technical tax experience in public accounting or a related field
• 8+ years of recent public accounting tax experience, including preparing/reviewing complex tax returns for individuals, partnerships, corporations, and trusts
• 4+ years of management/supervisory experience
• Active CPA, EA, or equivalent certification
• Experience in year-end tax planning for individuals and corporations
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing across all levels of an organization
• Demonstrated leadership and supervisory ability, with strong operational and project management skills
• Strong time management and follow-through skills
• Proficient use of applicable technology, including RIA Checkpoint, Thomson Reuters tax software (UltraTax, Workpapers, Practice CS, File Cabinet), QuickBooks, Microsoft Suite (Microsoft Excel and Microsoft Word)
• Excellent verbal and written communication skills
• Integrity, dependability, and trustworthiness

Preferred qualifications

• Master's degree in Accounting, Taxation, or related field
• Experience preparing and reviewing financial statements
• Knowledge of retirement planning
• Multi-state tax compliance knowledge
• Financial statement and general ledger experience
• QuickBooks knowledge

Compensation and benefits

• Excellent benefit and compensation package
• Ideal work/life balance
• Flexible hybrid work arrangement (office and home)
• Opportunity for growth and advancement

Why this role

This leadership position offers excellent client interaction, work/life balance, flexible working hours, and outstanding growth potential within a firm known for long-term staff retention and a strong client-focused culture.