Tax Manager, CPA

Tax Manager, CPA Join a dynamic and expanding Certified Public Accountant (CPA) firm as a Tax Manager, CPA, where your expertise will drive client satisfaction and contribute to the organization’s ongoing growth. This full-time opportunity is ideal for professionals who are passionate about tax strategy, client advisory, and team leadership. Working in Mesa, Arizona, you will be part of a collaborative firm that values growth, innovation, and excellence in client service.

The firm’s culture is rooted in teamwork, continuous learning, and a commitment to delivering high-quality tax and advisory services to businesses and individuals alike.

As a Tax Manager, CPA, you will have the opportunity to oversee a sizable and diverse client portfolio, primarily focusing on review, planning, and advisory rather than tax preparation. You will work closely with business owners, entrepreneurs, and individuals with complex tax needs, helping them navigate intricate tax matters while ensuring compliance and maximizing financial outcomes. The role emphasizes proactive engagement, strategic planning, and the building of strong, lasting client relationships.

The organization provides an environment that fosters professional development and career advancement, with opportunities arising from both organic growth and potential acquisitions. The company’s core values—client-first service, teamwork, resourceful learning, and a solution-focused mindset—create a supportive and engaging workplace. If you are an experienced tax professional seeking to expand your leadership skills and make a significant impact, consider advancing your career as a Tax Manager, CPA.

• Lead the delivery of tax compliance, planning, and advisory services for a broad portfolio of business and individual clients.
• Serve as a trusted advisor, providing strategic tax guidance and solutions to clients with complex needs.
• Collaborate with a dedicated team of tax professionals within a growing CPA firm environment.
• Drive client satisfaction and retention through relationship management and high-quality service.
• Contribute to the firm’s culture of learning, teamwork, and professional growth.

• Review individual and business tax returns prepared by associates, ensuring accuracy and compliance with current tax laws.
• Oversee a portfolio of approximately 150 to 200 client relationships, representing 400 to 500 tax returns.
• Deliver proactive tax planning, strategy, and advisory services tailored to the unique needs of each client.
• Work closely with business owners, especially those managing multiple entities or ventures, to address complex tax considerations.
• Identify tax planning opportunities and provide actionable, strategic recommendations to clients.
• Manage multiple client engagements, balancing deadlines and priorities to ensure timely delivery.
• Guide and support Tax Associates and other team members, promoting knowledge sharing and professional development.
• Research complex tax matters and develop practical, effective solutions to address client needs.
• Build and maintain strong, long-term relationships with clients, serving as a reliable and responsive point of contact.
• Collaborate closely with firm leadership and colleagues to achieve organizational goals and uphold client service standards.

• Hybrid work flexibility following a successful onboarding period, supporting work-life balance.
• Approximately eight weeks per year of extended work hours during peak season, offset by reduced hours at other times, targeting an average annual workload of 40 hours per week.
• Three weeks of paid vacation annually, plus additional paid time off for sick leave.
• Firm-wide closures for the entire Thanksgiving…