Senior Tax Manager

Jobot provided pay rangeThis range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$130,000.00/yr - $160,000.00/yrJob detailsFamily Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team!This Jobot Job is hosted by Sydney Weaver.Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $130,000 - $160,000 per yearA Bit About UsA 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.Why join us?Excellent Benefits, Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more!Job DetailsResponsibilitiesReview complex individual (1040) tax returns for high-net-worth clients with $5M–$50M+ in assetsOversee multi-state filings for S-Corps, partnerships, and LLCs with entities operating across 5–10 statesCoordinate with internal advisors on integrated wealth strategies across real estate, retirement, and business holdingsProvide strategic and creative tax planning for closely held businesses, estates, and family structuresPrepare and review complex federal, multi-state, and local tax filings for individuals, trusts, and entitiesServe 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 plansMonitor tax law developments and proactively identify opportunities or areas of riskDrive process improvements and maintain high standards of accuracy and complianceMentor junior team members and contribute to internal knowledge sharingCommunicate clearly and effectively with clients on tax matters and implicationsMaintain thorough documentation in line with best practices and regulatory requirementsRequirementsBachelor’s degree in Accounting or related field and at least 5 years of relevant experience5+ years of experience in tax compliance and planning, preferably with HNW clients or within a family office environmentCPA license requiredPreferred Master’s in Taxation or relatedExperience 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 taxationHigh level of discretion and professionalism when handling sensitive informationExcellent communication and relationship-building skillsExcellent written and verbal communication skillsComfortable with onsite presence in Tempe, AZ for the first 90 days; hybrid thereafter (3 days/week)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. #J-18808-Ljbffr

Created: 2025-09-17