Tax Manager
Job in
Flagstaff, Coconino County, Arizona, 86004, USA
Listed on 2026-07-08
Listing for:
Sora Resource Group
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Tax Manager, Accounting & Finance, Tax Advisor, Financial Compliance -
Accounting
Tax Manager, Accounting & Finance, Tax Advisor, Financial Compliance
Job Description & How to Apply Below
Overview
Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. The firm is seeking an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.
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.
- 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.
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