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Tax Manager
Flagstaff, AZ

Must-Haves

• Active CPA license required
• Bachelor’s degree in Accounting, Finance, or related field required
• 5+ years of tax preparation experience handling complex individual and business returns
• Strong experience preparing and reviewing Forms 1040, 1041, 1065, and 1120S
• Experience working with high-net-worth individuals, families, and business clients
• Strong client relationship management and tax planning experience
• Proficiency with tax software and tax technology platforms
• Strong communication, analytical, and project management skills
• Experience improving workflows, processes, and operational efficiency
• Master’s in Taxation is a plus

Overview

A rapidly growing Wealth Management Firm in Flagstaff is expanding its services to include tax preparation and advisory support for its clients and is seeking an experienced Tax Manager to lead this growing practice area.

This is a unique opportunity for a tax professional who enjoys client interaction, strategic tax planning, practice development, and building operational processes within a collaborative and client-focused environment. The ideal candidate will play a key leadership role in shaping and growing the firm’s tax services division.

Key Responsibilities

• Lead client consultations, onboarding, and ongoing tax advisory relationships
• Provide strategic tax planning and guidance for individuals, families, trusts, partnerships, and business entities
• Oversee preparation and review of Forms 1040, 1041, 1065, and 1120S while ensuring compliance and accuracy
• Develop and implement standardized workflows and operational best practices for the growing tax practice
• Leverage tax technology and process improvements to enhance efficiency and client experience
• Collaborate closely with wealth advisors to provide integrated financial and tax planning solutions
• Conduct monthly cross-training sessions for advisory staff on tax strategies, tax law changes, and planning opportunities
• Support bookkeeping, reconciliations, and financial record management services for clients as needed
• Maintain knowledge of evolving tax regulations and compliance requirements
• Help drive the continued growth and long-term success of the firm’s tax practice

Why This Opportunity

• Opportunity to build and lead a growing tax practice within an established Wealth Management Firm
• High visibility and strategic leadership role
• Collaborative and client-focused culture
• Ability to work closely with high-net-worth individuals and business clients
• Strong long-term career growth opportunity
• Chance to make a direct impact on practice development, client experience, and operational strategy
• Beautiful Flagstaff location with strong quality of life

Ideal Background

This opportunity is ideal for experienced tax professionals who enjoy combining technical tax expertise with client advisory services, operational leadership, and practice development within a collaborative financial services environment.