About the role
We are seeking an experienced Tax Manager / Senior Manager / Director to lead tax engagements and provide tax planning, research, and compliance services for closely held businesses, high-net-worth individuals, and nonprofit organizations. The ideal candidate will have strong public accounting experience, an active CPA license, and expertise in reviewing complex federal and multi-state tax returns.
Key Responsibilities:
* Review complex federal and multi-state tax returns, including Forms 1040, 1120, 1120-S, 1065, and 1041.
* Conduct advanced tax research and provide tax planning strategies for businesses, individuals, trusts, and partnerships.
* Manage client engagements from planning through completion, ensuring accuracy and timely delivery.
* Build and maintain long-term client relationships.
* Supervise, mentor, and review work prepared by junior tax professionals.
* Collaborate with firm partners on complex tax matters and client strategies.
* Participate in client meetings and provide technical tax guidance.
* Ensure compliance with federal and state tax regulations and reporting requirements.
Requirements
* 6–10+ years of public accounting tax experience.
* Active CPA license is mandatory.
* Strong experience reviewing complex individual, corporate, partnership, S-Corporation, and trust tax returns.
* Expertise in Forms 1040, 1120, 1120-S, 1065, and 1041.
* Strong knowledge of federal and multi-state taxation.
* Experience with tax research, planning, and compliance.
* Background serving closely held businesses and high-net-worth individuals.
* Experience managing client relationships and leading tax engagements.
* Proven ability to supervise, mentor, and develop junior tax professionals.
* Strong communication, analytical, and problem-solving skills.
* Stable employment history preferred, with minimal job changes.
* Must be willing to work onsite in Phoenix, AZ.
Preferred Qualification:
* Master's degree in Taxation (Master of Tax) is a plus.