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A bit about us:

A specialized tax and wealth advisory firm supporting high-net-worth entrepreneurs and business owners is looking to add a Senior Tax Manager to its growing team. With clients ranging from multi-state pass-through entities to ultra-high-net-worth individuals with complex financial portfolios, this firm delivers both tax compliance and strategic planning services with a white-glove approach. The ideal candidate brings deep experience in HNW taxation, excels in a review-heavy role, and thrives in a collaborative, low-politics environment. This opportunity is ideal for someone who values relationship-driven work over volume and wants to operate at a high level of technical sophistication across individual and entity taxation. Onsite onboarding in Tempe, AZ is required, with hybrid flexibility after ramp-up—and remote may be an option for exceptional candidates.

Remote is considered for standout candidates.

Why join us?

Excellent Benefits, Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more!

Job Details

Responsibilities
  • Review complex individual (1040) tax returns for high-net-worth clients with $5M–$50M+ in assets
  • Oversee multi-state filings for S-Corps, partnerships, and LLCs with entities operating across 5–10 states
  • Coordinate with internal advisors on integrated wealth strategies across real estate, retirement, and business holdings
  • Provide strategic and creative tax planning for closely held businesses, estates, and family structures
  • Prepare and review complex federal, multi-state, and local tax filings for individuals, trusts, and entities
  • Serve as a trusted advisor to HNW individuals and their investments, entities, etc.
  • Collaborate across investment, legal, and accounting teams to integrate tax strategies into broader financial plans
  • Monitor tax law developments and proactively identify opportunities or areas of risk
  • Drive process improvements and maintain high standards of accuracy and compliance
  • Mentor junior team members and contribute to internal knowledge sharing
  • Communicate clearly and effectively with clients on tax matters and implications
  • Maintain thorough documentation in line with best practices and regulatory requirements


Requirements
  • Bachelor’s degree in Accounting or related field and at least 5 years of relevant experience
  • 5+ years of experience in tax compliance and planning, preferably with HNW clients or within a family office environment
  • CPA license required
  • Preferred: Master’s in Taxation or related
  • Experience reviewing complex tax returns for individuals and multi-state pass-through entities. Strong multi-state tax knowledge (5–10 states preferred)
  • Experience with trust, estate, and partnership taxation
  • High level of discretion and professionalism when handling sensitive information
  • Excellent communication and relationship-building skills
  • Excellent written and verbal communication skills
  • Comfortable with onsite presence in Tempe, AZ for the first 90 days; hybrid thereafter (3 days/week)
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