Tax Manager, CPA

Wertz & Associates • Scottsdale, AZ

4d • Hybrid

About The Position

Our client, a respected and growing CPA and advisory firm, is seeking an experienced Tax Manager to join its Scottsdale office. This is more than a traditional tax management role. It's an opportunity to partner directly with business owners, entrepreneurs, real estate investors, affluent families, physicians, executives, and closely held businesses while delivering strategic tax guidance, leading engagements, mentoring staff, and helping clients navigate increasingly complex tax and financial matters. The firm has built its reputation on exceptional client service, technical expertise, and long-term relationships. As a Tax Manager, you'll serve as a trusted advisor while helping drive the continued growth of the tax practice and supporting the development of future firm leaders. If you're seeking a position that combines tax expertise, client advisory work, leadership responsibility, and long-term career advancement, we'd welcome a confidential conversation. This role provides a strong blend of technical tax expertise, strategic consulting, relationship management, and leadership responsibilities. Many Tax Manager positions focus primarily on compliance and return review. This opportunity provides the ability to become a strategic advisor and business partner to clients. You'll work directly with business owners and decision-makers to identify opportunities, solve complex tax issues, and support important financial decisions while helping develop future leaders within the organization. The role provides the visibility, influence, and growth opportunities that experienced public accounting professionals seek.

Requirements

• Active CPA license
• 5+ years of public accounting tax experience
• Experience reviewing individual and business tax returns
• Strong technical tax knowledge
• Excellent communication and client service skills
• Strong organizational and project management abilities
• Ability to manage multiple priorities and lead engagement teams

Nice To Haves

• Sophisticated tax planning expertise
• Strong business development skills
• Extensive experience managing high-net-worth and closely held business clients

Responsibilities

• Prepare and review complex individual and business tax returns
• Oversee federal and multi-state tax compliance engagements
• Research and resolve technical tax matters
• Identify proactive tax planning opportunities
• Monitor legislative and regulatory developments impacting clients
• Build and maintain long-term client relationships
• Provide year-round tax planning and business guidance
• Assist clients with strategic financial and operational decisions
• Communicate complex tax concepts in a clear and practical manner
• Deliver exceptional service and responsiveness
• Mentor, coach, and develop tax professionals
• Review work product and provide technical guidance
• Assist with workflow planning and engagement management
• Foster collaboration and accountability across teams
• Support recruiting and professional development initiatives
• Manage multiple client engagements simultaneously
• Monitor budgets, timelines, and deadlines
• Coordinate with internal teams and firm leadership
• Ensure quality standards are consistently maintained
• Address client concerns proactively and professionally

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible hybrid scheduling
• Health insurance
• 401(k) retirement plan
• Paid time off and holidays
• Life insurance
• Continuing education support
• Professional development opportunities
• Long-term advancement potential

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed