Senior Tax Manager jobs in United States
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Wallace Plese + Dreher | Arizona CPAs | Accountants · 10 hours ago

Senior Tax Manager

positionPhoenix, AZ
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date10+ 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

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Be part of a mission that shares knowledge, connects people and resources, and develops leaders.
dateFounded in 1996
location
Chandler, Arizona, USA
people-size51-200 employees
web-link
https://www.wpdcpa.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Allison Dozbaba
Partner
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Randy Brammer, CPA, CCIFP
Partner
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Recent News

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Twenty-Four CPAmerica Firms Recognized Among Accounting Today's Top 100 Firms and Regional Leaders
2025-03-11
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