Search Jobs

Location: Phoenix, AZ | Schedule: Full-time, hybrid (flexible in-office and work-from-home hours)

Overview

A progressive, highly profitable, and well-established CPA firm serving a wide range of industries is seeking a Tax Senior Manager / Director to join its leadership team. This is a client-facing leadership role responsible for overseeing complex tax engagements, mentoring staff, and helping shape the firm's tax practice.

What you'll do

• Serve as a trusted advisor to clients, identifying issues and proactively communicating solutions
• Own client relationships and oversee engagement work
• Manage staff on engagement deliverables including financial statements, tax returns, and work papers
• Perform technical and strategic reviews as part of the final engagement review team to ensure quality standards, timeliness, and budget adherence
• Review complex tax returns, including international, federal, and multi-state returns for C corporations, S corporations, partnerships, high-net-worth individuals, trusts, estates, and foundations
• Understand client goals and needs, servicing clients directly
• Provide clients with recommendations and identify growth opportunities
• Research tax issues and provide guidance to clients
• Mentor, coach, train, supervise, and evaluate staff
• Foster a positive team culture and support management decisions
• Engage in business development and client relationship management
• Assist department leadership in strategic development of the department

Required qualifications

• Bachelor's degree in Accounting, Taxation, or related field
• 7-10 years of technical tax experience in public accounting or a related field
• 8+ years of recent public accounting tax experience, including preparing/reviewing complex tax returns for individuals, partnerships, corporations, and trusts
• 4+ years of management/supervisory experience
• Active CPA, EA, or equivalent certification
• Experience in year-end tax planning for individuals and corporations
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing across all levels of an organization
• Demonstrated leadership and supervisory ability, with strong operational and project management skills
• Strong time management and follow-through skills
• Proficient use of applicable technology, including RIA Checkpoint, Thomson Reuters tax software (UltraTax, Workpapers, Practice CS, File Cabinet), QuickBooks, Microsoft Suite (Microsoft Excel and Microsoft Word)
• Excellent verbal and written communication skills
• Integrity, dependability, and trustworthiness

Preferred qualifications

• Master's degree in Accounting, Taxation, or related field
• Experience preparing and reviewing financial statements
• Knowledge of retirement planning
• Multi-state tax compliance knowledge
• Financial statement and general ledger experience
• QuickBooks knowledge

Compensation and benefits

• Excellent benefit and compensation package
• Ideal work/life balance
• Flexible hybrid work arrangement (office and home)
• Opportunity for growth and advancement

Why this role

This leadership position offers excellent client interaction, work/life balance, flexible working hours, and outstanding growth potential within a firm known for long-term staff retention and a strong client-focused culture.