Tax Manager 5632

Tax Manager – Private Client / High-Net-WorthLocation: Phoenix, AZ (Hybrid Onsite)Compensation: $130K–$200K+ Base + Bonus + Profit Sharing (commensurate with experience)Shape Complex Wealth Strategies in a Quality-Driven EnvironmentWe’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 workStrong work-life balance – leadership prioritizes sustainability and avoids burnout environmentsGrowth runway – clear path to senior leadership with increasing client advisory exposureCollaborative environment – partner with experienced professionals across tax, legal, and investmentsWhat You’ll DoLead and manage tax engagements for HNW/UHNW individuals and familiesReview and prepare complex federal and multi-state returns (individual, trust, estate, partnership)Provide strategic advice on income, estate, gift, and trust tax planningServe as a trusted, year-round advisor to clientsMentor and develop junior team membersCollaborate with legal and investment teams to deliver integrated solutionsWhat You Bring5-8+ 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 skillsExperience with HNW/UHNW clients or family offices strongly preferred