Talent.com
Tax Manager (UHNW)
Tax Manager (UHNW)Jobot • Phoenix, AZ, US
Tax Manager (UHNW)

Tax Manager (UHNW)

Jobot • Phoenix, AZ, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Hybrid Schedule, Bonus + Profit Sharing - 4 weeks PTO!

This Jobot Job is hosted by : Dan Asher

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $130,000 - $220,000 per year

A bit about us :

Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager). with a background in UHNW clientele. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.

Why join us?

  • Just earned "Best Places To Work” For the 11th Consecutive Year!
  • Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
  • Above market salaries and excellent Work / Life balance and 4 weeks PTO
  • 401(k) plan with 100% vested company match
  • Generous bonuses, profit sharing, and opportunities for growth
  • Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
  • Collaborative, fun, flexible work environment
  • Hybrid Schedule - 2 days a week work from home

Job Details

Position can be considered fully remote if residing in MST time zone and open to some travel. Must meet all requirements for remote consideration.

  • Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
  • Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements
  • Collaborate with specialists regarding state and local taxation and international taxation
  • Provide leadership, training and career mentorship to staff and supervisor level team members
  • Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

  • Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
  • Requirements

  • Bachelor's degree in accounting or business-related field
  • CPA license in one's principal place of business / home state, licensed J.D. or enrolled agent
  • Minimum of 7 years of experience working in public accounting with an emphasis on review heavy tax accounting for UHNW and HNW clients. Most recent years should include experience in managing client engagements
  • Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and / or estate, gift and generation skipping transfer taxation
  • Familiar with multi-state taxation
  • Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously
  • Nice-to-haves

  • CFP (Highly preferred)
  • Master's in Accounting or similar
  • Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

    serp_jobs.job_alerts.create_a_job

    Tax Manager • Phoenix, AZ, US

    Job_description.internal_linking.related_jobs
    Tax Manager

    Tax Manager

    GPAC • Peoria, AZ, US
    serp_jobs.job_card.full_time
    As a Tax Manager at this firm, you will play a crucial role in overseeing and managing our clients' tax matters.You will be responsible for providing expert tax advice, ensuring compliance with tax...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    CBIZ • USA, Arizona, Phoenix
    serp_jobs.job_card.full_time
    With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Audit Senior

    Audit Senior

    Gpac • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    A well-respected CPA firm in the area is looking to add an.This stable and growing firm offers their clients valuable knowledge and expertise in tax and audit work. Due to the recent growth of the f...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Interim Senior Accountant - Revenue Recognition

    Interim Senior Accountant - Revenue Recognition

    Vaco by Highspring • Goodyear, Arizona, United States
    serp_jobs.job_card.temporary
    Vaco has partnered with a dynamic organization seeking an Interim Senior Accountant with deep expertise in revenue recognition. This role is ideal for someone who thrives in a fast-paced environment...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager (HNW) (Hiring Immediately)

    Tax Manager (HNW) (Hiring Immediately)

    Jobot • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    Competitive Compensation, Generous Health Benefits, Amazing Company Culture.Recognized as the best place to work year after year, Tremendous Growth Opportunities. This Jobot Job is hosted by : Daniel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Workforce Solutions, LLC • Phoenix, AZ, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry.If you are looking for a r...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day
    Tax Expert

    Tax Expert

    Intuit • Glendale, AZ, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Experienced Tax Senior Needed

    Experienced Tax Senior Needed

    Gpac • Mesa, Arizona, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Gpac houses a team of professional Recruiters who specialize in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy f...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Tax Manager (UHNW) (Hiring Immediately)

    Tax Manager (UHNW) (Hiring Immediately)

    Jobot • Phoenix, AZ, US
    serp_jobs.job_card.part_time
    Finance Leader Wanted : Drive Accuracy, Strategy, and Growth in Accounting Operations.This Jobot Job is hosted by : Emily Klopfenstein. Are you a fit? Easy Apply now by clicking the Apply button and s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Intuit • Glendale, AZ, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Gpac • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    As a Tax Manager at this firm, you will play a crucial role in overseeing and managing our clients' tax matters.You will be responsible for providing expert tax advice, ensuring compliance with tax...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Tax Senior

    Tax Senior

    GPAC • Peoria, AZ, US
    serp_jobs.job_card.full_time
    As a Tax Senior at this firm, you will play a crucial role in overseeing our clients' tax matters.You will be responsible for providing expert tax advice, ensuring compliance with tax regulations, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior

    Tax Senior

    Gpac • Glendale, Arizona, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    As a Tax senior at this firm, you will play a crucial role in overseeing our clients' tax matters.You will be responsible for providing expert tax advice, ensuring compliance with tax regulations, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Tax Manager

    Tax Manager

    Inspire Communities • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    For more than thirty years, Inspire Communities and its predecessor companies have developed, acquired, and managed manufactured housing communities nationwide. Today we are one of the country's lar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Kavaliro • Phoenix, AZ, US
    serp_jobs.job_card.permanent
    Our client is seeking a Tax Manager for an exciting direct hire opportunity! This is an exciting opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple stat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Tax Manager

    Senior Tax Manager

    The Bahnsen Group LLC • Phoenix, AZ, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.new
    Audit Senior

    Audit Senior

    GPAC • Peoria, AZ, US
    serp_jobs.job_card.full_time
    A well-respected CPA firm in the area is looking to add an Audit Senior to their team.This stable and growing firm offers their clients valuable knowledge and expertise in tax and audit work.Due to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Intuit • Glendale, AZ, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    International Staffing Consultants • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    Progressive, highly profitable, well established CPA firm is currently looking to fill the position of Tax Manager.You must have 6+ years' of recent public accounting tax experience including prepa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Goodyear, Arizona
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted