Tax Manager
Job Description
Our client located in Mesa, Arizona has an immediate need for a Tax Manager. This is a direct hire hybrid opportunity.
Tax Manager Company Profile:
Our client is a growing CPA firm in the Mesa and Phoenix area with approximately 25 employees. The firm provides tax compliance, tax strategy, accounting, payroll, and advisory services to business owners and individuals.
The organization is actively growing through new client development and potential acquisitions, creating opportunities for professionals who want to join a firm where they can have an impact and grow with the business.
The culture is centered around four core values: putting clients first, collaborating as a team, being a resourceful learner, and maintaining a positive, solution-focused mindset.
Tax Manager Role
The Tax Manager will oversee a significant portfolio of business and individual tax clients while providing review, planning, advisory, and client relationship leadership.
This is not primarily a tax preparation position. The Tax Manager will oversee work prepared by associates and serve as a trusted advisor to clients with increasingly complex tax situations.
Responsibilities:
- Review individual and business tax returns prepared by the tax team.
- Oversee approximately 150 to 200 client relationships representing roughly 400 to 500 tax returns.
- Provide proactive tax planning, strategy, and advisory services.
- Work with business owners who may have multiple entities, ventures, and individual tax considerations.
- Identify tax planning opportunities and provide strategic recommendations.
- Manage multiple client engagements, deadlines, and priorities simultaneously.
- Guide and support Tax Associates and other members of the tax team.
- Research complex tax matters and develop practical solutions.
- Build strong, long-term relationships with clients.
- Collaborate with firm leadership and other team members.
Tax Manager Background Profile:
Required
- Significant public accounting tax experience.
- Strong tax return review experience.
- Demonstrated tax planning and advisory experience.
- Experience working directly with clients.
- Ability to manage multiple complex engagements and priorities.
- Strong knowledge of individual and business taxation.
- Excellent communication and relationship-building skills.
- Ability to work collaboratively within a team environment.
- EA credential or comparable level of demonstrated tax expertise.
Preferred
- CPA license.
- Previous Tax Manager experience within a public accounting firm.
- Experience working with business owners and clients with multiple entities.
- Experience supervising or mentoring tax professionals.
- Experience managing a substantial client portfolio.
- CCH Axcess experience.
Features and Benefits
- Hybrid flexibility after successful initial ramp-up.
- Health, Dental and Vision
- Life Insurance Policy
- 401k with 5% match
- Approximately eight weeks of 50-hour workweeks during spring busy season, offset by reduced 30-hour schedules during portions of the year with the goal of averaging approximately 40 hours annually.
- Three weeks paid vacation.
- Arizona sick time.
- Firm closed for the entire Thanksgiving week.
- Significant time off around the Christmas holiday.
- Annual company summit.
- Quarterly employee celebrations and one-on-one development conversations.
- Quarterly company town halls with leadership.
- Career opportunities created through continued organic growth and acquisitions.
- Collaborative, advisory-focused environment.
Job Requirements
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Kathy Granger
Executive Recruiter
Kathy Granger as an Executive Recruiter leading our Accounting and Finance division. Kathy is a Texas-licensed CPA with over 20 years of experience in talent acquisition and professional services, bringing a rare combination of financial expertise and recruiting acumen to our team. She holds both a Master of Professional Accounting and a Bachelor of Business Administration from The University of Texas at Austin and launched her career in public accounting at Arthur Andersen and Ernst & Young before transitioning into executive search. As founder of her own successful search firm and former Vice President of Talent Acquisition at Independent Bank, Kathy has built a proven track record of placing C-suite executives, officers, and specialized professionals across multiple industries. Her CPA background gives her a deep understanding of the technical competencies and leadership qualities required for accounting and finance roles, while her consultative approach and commitment to quality ensures our clients receive only the most qualified candidates for their critical hiring needs.