Apply on Employer Site

Lead Advisor · 2 days ago

Sr. Tax Manager

Greater Phoenix Area

Full-time

Onsite

Senior Level, Lead/Staff

$160K/yr - $185K/yr

8+ years exp

Lead Advisor is a consulting and search firm, and they are seeking a Senior Tax Manager to join their growing Tax Department. The role involves providing exceptional tax planning, compliance, and advisory services to high net-worth clients without the expectation for business development.

ConsultingHuman ResourcesWealth Management

Responsibilities

Provide exceptional tax planning, compliance, and advisory services to high net-worth and family office clients

Review and file a variety of tax returns—including but not limited to Forms 1040, 1041, 1065, and 1120-S—ensuring accuracy and timely submission to the appropriate tax authorities

Lead client meetings to address tax related inquiries and provide strategic recommendations

Collaborate with advisors and internal teams to ensure comprehensive compliance with federal and state tax regulations

Assist with analyzing individual and business tax returns to identify planning opportunities, efficiencies, and potential risks

Conduct research on complex federal and state tax issues and prepare clear, well-documented responses to client questions

Mentor, train, and support the professional development of junior tax staff members

Manage and execute department-wide initiatives and special projects as assigned by the Tax Director

Qualification

CPA certificationTax planningTax complianceCCH AxcessCCH WorkflowHolistiplanTax advisoryPrioritization skillsMS Office proficiencyDetail-orientedTime managementMentoring