Southwest Accounting Resources, Inc
Senior Tax Manager - Wealth Management
Southwest Accounting Resources, Inc, Phoenix, Arizona, United States, 85003
Growing wealth management firm is looking for Senior Tax Manager. Senior Manager Tax position has a salary of
$150K to $175K
plus bonus, with a hybrid remote arrangement in Phoenix, AZ. The ideal candidate will have 10+ years of public accounting experience, CPA or EA certification, and supervisory experience. A Master's in Tax is preferred.
The role involves working with high-net-worth families and individuals, providing tax compliance, consulting, and wealth management services. Key responsibilities include client meetings, coordinating tax services, researching tax issues, staying current with tax legislation, reviewing tax returns and projections, and participating in virtual meetings.
The position requires
strong leadership
skills to coach and manage team members, troubleshoot software issues, and improve tax processes. The candidate should possess extensive knowledge of federal, state, and local income tax laws, proficiency in various software applications, and excellent communication skills.
The company culture emphasizes long-term relationships, teamwork, and personal growth. Benefits include employee ownership opportunities, bonus programs, comprehensive health coverage, and a 401(k) with employer match.
The ideal candidate should demonstrate a commitment to service, interest in others, and a passion for continuous improvement. Key characteristics include the ability to build collaborative relationships, aptitude for clear communication, a strong sense of urgency, desire to give back to the community, an other-centered mindset, and integrity.
This role offers the opportunity to work with a quality team, contribute to a positive work culture, and grow professionally in a supportive environment.
Duties to include:
•Engage in regular client communication and relationship management•Collaborate with external professionals to provide comprehensive client services•Orchestrate and oversee tax services delivery, both in-house and externally•Conduct in-depth tax research and analysis to address compliance and planning issues•Monitor tax legislation changes and disseminate knowledge within the organization•Resolve complex client matters using expert judgment and experience•Maintain accurate and up-to-date client records and documentation•Lead team operations, ensuring data accuracy and quality control of reports•Review and validate tax-related deliverables, including returns and projections•Participate in virtual meetings and foster internal networking to enhance efficiency
Qualifications:Bachelor's degree in Accounting and Master's in Tax preferredCPA or EA certification required10+ years' current public accounting experience preparing and reviewing all types of tax returns with related tax planningSupervisory/management experience requiredExtensive knowledge of federal, state, and local income tax lawsProficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software such as CCH Axcess (ProSystem Fx), Autoflow, and BNA Tax PlannerAbility to plan and organize with a high degree of creativity, innovation, and strategic thinking
For immediate consideration email your resume in a word.doc to Thyra at thyra@southwestaccountingresources.com
www.southwestaccountingresources.com
$150K to $175K
plus bonus, with a hybrid remote arrangement in Phoenix, AZ. The ideal candidate will have 10+ years of public accounting experience, CPA or EA certification, and supervisory experience. A Master's in Tax is preferred.
The role involves working with high-net-worth families and individuals, providing tax compliance, consulting, and wealth management services. Key responsibilities include client meetings, coordinating tax services, researching tax issues, staying current with tax legislation, reviewing tax returns and projections, and participating in virtual meetings.
The position requires
strong leadership
skills to coach and manage team members, troubleshoot software issues, and improve tax processes. The candidate should possess extensive knowledge of federal, state, and local income tax laws, proficiency in various software applications, and excellent communication skills.
The company culture emphasizes long-term relationships, teamwork, and personal growth. Benefits include employee ownership opportunities, bonus programs, comprehensive health coverage, and a 401(k) with employer match.
The ideal candidate should demonstrate a commitment to service, interest in others, and a passion for continuous improvement. Key characteristics include the ability to build collaborative relationships, aptitude for clear communication, a strong sense of urgency, desire to give back to the community, an other-centered mindset, and integrity.
This role offers the opportunity to work with a quality team, contribute to a positive work culture, and grow professionally in a supportive environment.
Duties to include:
•Engage in regular client communication and relationship management•Collaborate with external professionals to provide comprehensive client services•Orchestrate and oversee tax services delivery, both in-house and externally•Conduct in-depth tax research and analysis to address compliance and planning issues•Monitor tax legislation changes and disseminate knowledge within the organization•Resolve complex client matters using expert judgment and experience•Maintain accurate and up-to-date client records and documentation•Lead team operations, ensuring data accuracy and quality control of reports•Review and validate tax-related deliverables, including returns and projections•Participate in virtual meetings and foster internal networking to enhance efficiency
Qualifications:Bachelor's degree in Accounting and Master's in Tax preferredCPA or EA certification required10+ years' current public accounting experience preparing and reviewing all types of tax returns with related tax planningSupervisory/management experience requiredExtensive knowledge of federal, state, and local income tax lawsProficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software such as CCH Axcess (ProSystem Fx), Autoflow, and BNA Tax PlannerAbility to plan and organize with a high degree of creativity, innovation, and strategic thinking
For immediate consideration email your resume in a word.doc to Thyra at thyra@southwestaccountingresources.com
www.southwestaccountingresources.com