Sr Tax Manager Leoforce•3.0 Scottsdale, AZ Job Details Permanent $130,000•$150,000 a year 1 day ago Benefits Profit sharing Health insurance Unlimited paid time off Dental insurance Vision insurance 401(k) matching Qualifications Wealth management Customer relationship building CPA Corporate tax return preparation Partnership tax expertise Income tax planning Managing financial planning clients Bachelor's degree Client retention

Full Job Description Experience:

Senior Level Salary:

$130,000•$150,000 per year Job Details•We are seeking a seasoned and driven Senior Tax Manager to join our dynamic Accounting and Finance team. This is a permanent position that provides a unique opportunity to work with high net worth individuals and play a pivotal role in their financial success. You will be responsible for managing tax planning, wealth transfer, investment income, and real estate tax. As a trusted advisor, you will also handle client-facing responsibilities, ensuring their wealth management needs are met with precision and care. This role requires a deep understanding of S Corp, 1040, K-1s, and a commitment to staying updated with the latest industry trends and regulations.

Responsibilities:

Lead and oversee the preparation and review of complex tax returns for high net worth individuals, including 1040, K-1s, and S Corp. Develop and implement strategic tax planning solutions for clients to optimize their wealth management. Manage client portfolios, ensuring accurate and timely filing of tax returns. Provide expert advice on wealth transfer strategies, investment income, and real estate tax. Build and maintain strong relationships with clients, acting as their trusted advisor in all tax-related matters. Collaborate with internal teams to ensure compliance with federal and state tax laws. Stay updated with the latest industry trends, tax regulations, and changes to ensure optimal client service and compliance. Mentor and guide junior team members, promoting a culture of learning and excellence.

Qualifications:

A Bachelor's degree in Accounting, Finance, or related field. A Master's degree will be a plus Certified Public Accountant (CPA) Minimum of 5 years of experience in tax management, with a focus on high net worth individuals Proven experience with 1040, K-1s, tax planning, investment income, wealth transfer, and real estate tax. Strong knowledge of S Corp and wealth management strategies. Exceptional client-facing skills with the ability to build and maintain strong relationships. Excellent written and verbal communication skills. Strong attention to detail and ability to work under tight deadlines.

A bit about us:

•A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships. Why join us?•Competitive compensation Quarterly & Annual bonus + Profit sharing 401k match, unlimited PTO Full benefits (medical, dental, vision) Hybrid schedule #accounting-finance #cpa #high-net-worth #1040 #client-facing #s-corp #real-estate-tax #tax-planning #wealth-management #k-1s #wealth-transfer #trusted-advisor #trust-and-estate-taxation #multi-state-tax-filings #investment-income #tier7