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Details
  • Location: Phoenix AZ
  • Type: Perm
  • Job #22488

Company Overview:
A well-established family office is seeking a Tax Senior or Tax Manager to join its growing team. This professional will oversee all facets of client relationships, including strategy development, client communication, delegation, and quality review of deliverables.

Job Responsibilities:

  • Prepare and review Forms 1040, 1065, 1120-S, 1120, and trusts for high-net-worth individuals and families.
  • Support tax planning initiatives.
  • Perform tax research related to complex scenarios.
  • Manage ongoing follow-up actions with precision while maintaining proactive communication with clients and internal team members.

Qualifications:

  • Experience in individual income taxation and business entity taxation.
  • Bachelor’s degree in accounting, finance, or a related discipline.
  • CPA preferred (not required).

Compensation:
Salary: $90,000 – $140,000 + Bonus
 

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