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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 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. 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 federal, state, and local tax returns including 1040s, 1065s, 1120S, and 1120s, with occasional exposure to 1041s, 709s, and 990s
  • Deliver timely, strategic, and technically sound tax planning and preparation for HNW individuals and closely held businesses
  • Reduce partner review involvement through meticulous, high-quality deliverables
  • Contribute to the development and refinement of internal tax processes and best practices
  • Perform tax research and apply findings to unique client situations
  • Identify planning opportunities and areas of risk across multi-entity, multi-state client portfolios
  • Help lead training and mentorship of junior staff, providing clear expectations and accountability
  • Communicate progress and timelines to leadership and clients proactively
  • Maintain a thorough understanding of clients’ business and financial objectives
  • Stay current on relevant tax changes, especially those impacting pass-through entities and HNW individuals
  • Contribute to a culture that values autonomy, excellence, and long-term client partnerships


Requirements
  • Bachelor’s degree in Accounting or a related field and at least 5 years of relevant experience
  • CPA license required
  • Master’s degree in Accounting or Taxation preferred
  • Proven ability to review complex tax filings and perform high-level tax research
  • Strong multi-state tax exposure
  • Experience working with HNW individuals, entrepreneurs, and private entities across a wide range of industries
  • Excellent written and verbal communication skills
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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