Tax Manager Regional CPA and Advisory Family Office - Phoenix - Caliber Recruiting Group

    Caliber Recruiting Group
    Caliber Recruiting Group Phoenix

    1 day ago

    Description

    One of our regionally owned accounting, tax, and advisory firms (CAAS) has partnered with us to find an experienced Tax Manager in sunny and gorgeous Phoenix, AZ to come and join the firm.

    This firm works with multiple business clients (big range of complexity and revenue) in the local area as well as some national clients, in addition to some high profile high net worth personal clients for a variety of tax and advisory needs. This may be a good fit if you are looking for more growth, or you may have been stressed long enough at your large top 10 top 25 firm that keeps asking for more hours with little reward.

    Responsibilities and Duties:

    -Work independently and with the management staff to work with an assigned group of clients across multiple industries

    -Advise clients on multiple tax issues, planning, research and compliance

    -Notice and correct errors with tax returns for proper IRS standards

    -Prep and review tax returns for multiple entities including C-Corps, S-Corps, Partnerships, and Trusts

    -Work with key clients for business advisory and tax decisions

    -Supervise and train junior tax personnel

    -Help when needed for local business events networking and fostering relationships

    Role Requirements:

    -5+ years of tax prep and review experience with various entities, businesses, estates, high net worth

    -Bachelor's degree in accounting (or equivalent)- Business, Econ, etc.

    -Masters in tax or accounting or tax would be great, but not needed

    -CPA is not required but highly appreciated, CPA eligible, sitting for exam soon is ideal

    -EA is also good with several years of solid tax prop and review experience

    -High level of tax skills, organization, and analytical skills

    -Work in a tight deadline environment

    Benefits and Comp Plan:

    • $125,000-$165,000 salary per year, variable with experience
    • 401(k) Employer contribution
    • Health Plan / Employer helps pay
    • Dental HMO
    • Disability, paid holidays, Generous PTO
    • Flex schedule, hybrid is an option
    • Partner track
    • Work along side the partners for growth and development

    Email or apply today, and we will reach out to you

    Please apply even if you are looking for a more specific role or a different type of role, we meet with partners almost daily and can discuss more of what you would really like.- Andrew


  • Only for registered members Tempe Full time $100,000 - $120,000 (USD)

    Canyon State Electric is seeking a highly organized Family Office Manager to oversee and manage the personal and professional affairs of the CEO and her family. · This role is a unique blend of Family Manager, Executive Assistant, and Personal Assistant responsibilities. · ...

  • Only for registered members Tempe, AZ

    Canyon State Electric is seeking a highly organized Family Office Manager to oversee and manage the personal and professional affairs of the CEO and her family. · ...

  • Only for registered members Tempe, AZ

    Canyon State Electric is seeking a highly organized Family Office Manager to oversee and manage the personal and professional affairs of the CEO and her family. · ...

  • Estate Manager

    6 days ago

    Only for registered members Phoenix

    The position is with the client's family, not with Fortitude Family Office. Ensure that all operations run smoothly and are completed according to the wishes of the estate owner(s). Facilitate an upscale resort-style property in a warm and friendly home environment. · ...

  • Only for registered members Phoenix

    We're building a brand-new family office and a portfolio of high-growth software companies from zero legacy crap.You will design deploy and ruthlessly improve AI-first finance systems that make traditional accounting teams look like they're using stone tablets. · ...

  • Tax Manager

    3 weeks ago

    Only for registered members Scottsdale

    We are seeking a dynamic tax manager and leader to join our team. · ,Maintain proactive and clear communication with both your team and clients. · ,Establish and maintain strong relationships with clients. · , · ...

  • Only for registered members Mesa

    This position coordinates a smooth patient flow process by answering phones,scheduling patient appointments, · providing registration of patient and insurance information, · obtaining required signatures following established processes, · procedures and standards. · This position ...

  • Tax Manager

    2 weeks ago

    Only for registered members Scottsdale, AZ

    We are seeking a dynamic tax manager and leader to join our team, someone who is not only proficient in managing tax operations but also passionate about mentoring and guiding others. · Guide and manage team members to ensure timely and precise completion of assigned tasks. · Mai ...

  • Only for registered members Mesa

    This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. · High school diplom ...

  • Only for registered members Mesa

    This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. · This position also ...

  • Only for registered members Mesa Full time

    This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments and providing registration of patient and insurance information. · ...

  • Only for registered members Phoenix

    We are hiring a senior Finance Director to help establish and run the financial foundation of a newly formed family office. · This role combines the scope of a Head of Finance with hands-on ownership, · managing expenses,cash flow,and reporting, · serving as central point for fin ...

  • Only for registered members Phoenix

    This is your chance to build a family office the way it should be: intelligent, efficient, forward-leaning from day one.We are forming a new family office to oversee operating companies, real estate, trusts, and a diversified investment portfolio. · ...

  • Only for registered members Phoenix

    We are looking for an awesome Licensed Massage Therapist – with advancement opportunities and bonuses – to add to our office. · We have extremely flexible hours (Full time & Part time) and THE BEST working environment · You must have a passion for your own health as well as for h ...

  • Only for registered members Phoenix

    This role involves preparing legal documents, conducting research, reviewing legal documentation, and providing assistance during client and court proceedings as a Family Law Paralegal. · ...

  • Only for registered members Phoenix

    Spencer Fane seeks a Family Law Associate in Phoenix with 2+ years of experience to join its Family Law Practice Group. · ...

  • Only for registered members Phoenix

    The Bridge to Hope provides an avenue for churches to motivate their members to show Christ's love and give hope to homeless women and their children, facilitating their recovery from homelessness. · ...

  • Only for registered members Phoenix

    We are an upbeat team looking for an individual who has a passion for helping others and who wants to make a positive difference in their community. · Whether you're currently a customer service expert looking to grow your leadership skills or an Office Manager looking to join a ...

  • Only for registered members Phoenix

    We are seeking a full-time Recruiter who will develop and own the recruitment strategy for the entire HCBS division. This role involves building, strengthening, and maintaining the hiring engine that allows Endeavor to grow, · Sourcing candidates · Screening applicants · Maintain ...

  • Only for registered members Phoenix

    A highly respected and locally-owned family law firm in the heart of downtown Phoenix is looking for an attorney with at least 1 year of family law experience who can confidently manage their own caseload, while benefiting from the resources and support of the firm. · 1+ years of ...

  • Only for registered members Phoenix

    This role involves greeting patients, answering phones/emails/texts, optimizing schedules, assisting with presenting treatment plans. · Greeting patients · Answering phones/emails/texts · Optimizing schedule · ...

Jobs
>
Phoenix