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Wallace Plese + Dreher | Arizona CPAs | Accountants · 11 hours ago

Senior Tax Manager

Phoenix, AZ

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Wallace Plese + Dreher is a respected accounting firm seeking a Senior Tax Manager to join their team. The role focuses on leading estate and trust tax planning, providing comprehensive tax consulting, and mentoring staff while fostering strong client relationships.

AccountingConsultingEmployee BenefitsFinanceFinancial Services

Responsibilities

Leading estate and trust tax planning to help clients protect and preserve their wealth for future generations through estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting

Providing comprehensive tax planning and consulting to individuals and businesses

Reviewing and signing tax returns for individuals, partnerships, and S corporations

Overseeing fiduciary income tax returns and managing complex tax matters

Mentoring, training, and developing staff, seniors, and supervisors while acting as a technical resource

Building new business, maintaining client relationships, and expanding referral networks

Consulting with clients to resolve issues and recommend practical, value-added solutions

Qualification

EstateTrust tax planningComprehensive tax planningCPA licensePublic accounting experienceManagement experienceAnalytical skillsLeadership presenceOrganizational skillsProject management skillsInterpersonal skillsCommunication abilities

Required

10+ years of tax experience in public accounting

CPA license required

Bachelor's degree in accounting or finance

Proven management experience within a public accounting firm

Strong organizational, analytical, and project management skills

Excellent interpersonal, oral, and written communication abilities

A proactive, dependable professional with integrity, initiative, and leadership presence

Benefits

Hybrid work environment

Career advancement

Balance

Company

Wallace Plese + Dreher | Arizona CPAs | Accountants

Be part of a mission that shares knowledge, connects people and resources, and develops leaders.

Founded in 1996

Chandler, Arizona, USA

51-200 employees

https://www.wpdcpa.com/

Funding

Current Stage

Growth Stage

Leadership Team

Allison Dozbaba

Partner

Randy Brammer, CPA, CCIFP

Partner

Recent News

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2025-03-11

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