Tax Manager / Senior Manager / Director

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.

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.