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Job in Phoenix, Maricopa County, Arizona, 85001, USA
Listing for: Heritage Advisors CPA, LLC
Full Time position
Listed on 2026-06-28
Job specializations:
  • Finance & Banking
    Tax Accountant, Tax Manager, Accounting Manager
  • Accounting
    Tax Accountant, Public Accounting, Tax Manager, Accounting Manager
Job Description & How to Apply Below

Tax Supervisor

Are you a tax professional looking for the perfect balance between high-level technical work and a personalized, "boutique" firm culture? We are a growing mid-sized CPA firm in Phoenix looking for a Tax Supervisor to join our collaborative team. In this role, you won't just be a number. You will play a key part in client strategy, mentorship, and the overall growth of our firm.

We offer a hybrid work schedule that respects your life outside the office while maintaining the high standards our clients expect.

What You'll Do
  • Review & Prep:
    Oversee the preparation and review of complex federal and state tax returns for individuals, partnerships, and corporations.
  • Client Advisory:
    Act as a primary point of contact for clients, providing proactive tax planning and consulting throughout the year.
  • Team Leadership:
    Mentor and supervise staff and senior accountants, providing technical guidance and performance feedback.
  • Research:
    Perform deep-dive tax research on complex issues to ensure compliance and identify tax-saving opportunities.
  • Project Management:
    Manage multiple engagements simultaneously, ensuring deadlines are met and workflow remains efficient.
What We're Looking For
  • Experience:

    Minimum of 5 years of progressive tax experience in public accounting. We are open to more experienced candidates for higher-level placement.
  • Education:

    Bachelor's degree in Accounting or Finance.
  • Credentials: CPA license is preferred but not required (we value your experience and technical expertise above all).
  • Skills:

    Strong proficiency in tax software and Microsoft Excel; excellent communication skills for client-facing interactions.
  • Vibe:
    Someone who thrives in a "boutique" environment-meaning you're adaptable, detail-oriented, and enjoy building relationships.
Why Join Us?
  • True Hybrid Flexibility: A schedule that actually works for your lifestyle.
  • Boutique Culture:
    The sophistication of a large firm with the agility and "family feel" of a smaller practice.
  • Career Growth:
    Clear path to management and beyond as the firm continues to expand in the Phoenix market.
  • Competitive Comp:
    Salary commensurate with experience plus a comprehensive benefits package.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

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