Tax Manager

Job in Flagstaff, Coconino County, Arizona, 86004, USA

Listing for: ExcelliSearch, Inc.

Full Time position
Listed on 2026-06-16

Job specializations:

Finance & Banking
Accounting & Finance, Tax Manager, Tax Advisor, Tax Accountant
Accounting
Accounting & Finance, Tax Manager, Tax Advisor, Tax Accountant

Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. Thie firm is seeking an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.

Key Responsibilities:

Client Engagement:
Conduct client consultations, manage onboarding, and provide strategic tax advice.
Tax Preparation: Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings, ensuring accuracy and compliance.
Process Optimization:
Standardize workflows, leverage technology to improve processes, and enhance client experience.
Cross-Training:
Provide monthly training for advisory staff on tax strategies and tax law updates.
Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records

Qualifications:

Education/License: CPA required;
Bachelor's in Accounting, Finance, or related field. Master in taxation a plus
Experience: 5+ years in tax preparation, including complex returns for families and business clients.
Skills: Proficient in tax technology and software; strong communication, analytical, and project management abilities.

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction