Tax Manager – Private Client / High-Net-Worth
Location: Phoenix, AZ (Hybrid Onsite)
Compensation: $130K–$200K+ Base + Bonus + Profit Sharing (commensurate with experience)
Shape Complex Wealth Strategies in a Quality-Driven Environment We’re partnering with a highly respected, client-facing financial services firm in Phoenix to add a Tax Manager to their growing team. This is a standout opportunity for a tax professional who values meaningful advisory work, long-term client relationships, and a sustainable pace. You’ll work closely with high-net-worth and ultra-high-net-worth individuals and family offices, providing strategic tax planning and guidance that directly impacts wealth preservation and legacy planning. Why This Opportunity Stands OutQuality over quantity culture – manageable client load and thoughtful, advisory-focused work Strong work-life balance – leadership prioritizes sustainability and avoids burnout environments Growth runway – clear path to senior leadership with increasing client advisory exposure Collaborative environment – partner with experienced professionals across tax, legal, and investments
What You’ll Do:
  • Lead and manage tax engagements for HNW/UHNW individuals and families
  • Review and prepare complex federal and multi-state returns (individual, trust, estate, partnership)
  • Provide strategic advice on income, estate, gift, and trust tax planning
  • Serve as a trusted, year-round advisor to clients
  • Mentor and develop junior team members
  • Collaborate with legal and investment teams to deliver integrated solutions
  • What You Bring 5-8+ years of progressive tax experience (public accounting or HNW advisoryActive CPA required, or must be an Ensured Agent on a CPA trackStrong expertise in individual, partnership, trust, estate, and gift taxationProven client-facing and relationship management skills
  • Experience with HNW/UHNW clients or family offices strongly preferred

Matching similar jobs

Level

Senior L5

Salary

$130 K–$200 K

Location

Phoenix, AZ

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

8 days ago

APPLY NOW