Tax Manager – Director

This is a fully remote position, open to applicants in Arizona, +11 more locations.

📋 Description

• Work collaboratively with a dynamic team dedicated to serving high-net-worth clients.

• Advise clients on strategies for income, gift, and estate tax planning.

• Direct, oversee, and assess tax projects for high-net-worth clientele.

• Manage intricate engagements involving individuals, trusts, gifts, and pass-through entities.

• Mentor and develop team members to enhance their skills.

• Cultivate and create opportunities for clients, communities, and individuals.

• Engage in local industry-leading events and training sessions.

⛳️ Requirements

• A minimum of 6 years of relevant experience is required.

• Background in professional accounting, finance, or a related field is preferred.

• Familiarity with high-net-worth individuals, trusts, pass-through entities, and gift reporting is preferred.

• A Bachelor's degree is required.

• A degree in Accounting, Finance, or a related field is preferred.

• CPA certification is required; EA or JD may be accepted in place of CPA certification.

🏝️ Benefits

• Comprehensive benefit options including health, dental, and vision insurance.

• 401k plan.

• Wellness support focused on physical, financial, social, and emotional well-being.

• Opportunities for professional development through training and participation in industry-leading events.