About the Company:
This reputed Phoenix CPA firm is a public accounting firm based in Phoenix, Arizona, serving small and mid-sized businesses. The firm focuses on tax, accounting, and advisory services and is known for its transparent, friendly, and client-focused culture.
Job Overview:
Our client is hiring an experienced Tax Manager, Senior Tax Manager, or Tax Director as they build the next line of leadership in Phoenix, Arizona.
This role is ideal for a tax leader with strong public accounting experience who enjoys working with small business clients, managing complex tax files, leading a team, and building long-term client relationships.
You will handle a mix of hands-on tax work, review, staff coaching, and client management, while helping drive projects and workload across the firm.
Responsibilities:
Tax Compliance & Advisory
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Prepare and review corporate, partnership, and individual tax returns (1120, 1065, 1040, 1041, 990, and 5471 filings).
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Support multi-state filings and related planning for small business clients.
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Provide tax planning and advisory support for owner-managed and small businesses.
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Handle complex tax engagements and troubleshoot technical tax issues.
Client Relationship Management
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Maintain and deepen relationships with a portfolio of small business clients.
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Attend new client meetings and lead ongoing relationship touchpoints.
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Communicate clearly with clients about timelines, deliverables, and expectations.
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Act as a trusted advisor, offering practical guidance, not just compliance work.
Team Leadership & Coaching
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Coach and mentor junior and intermediate staff on tax, accounting, and file prep.
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Review staff work for accuracy, completeness, and quality.
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Help allocate work, manage deadlines, and keep projects on track.
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Support a culture of learning, accountability, and strong client service.
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Maintain strong project and workflow management
Project Management & Workflow
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Manage multiple engagements at once, especially during peak tax season.
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Keep jobs moving by coordinating priorities, due dates, and resources.
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Ensure files are completed on time and to firm standards.
Tools & Systems
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Work with tax and accounting software (QuickBooks, UltraTax, Canopy or similar).
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Maintain accurate documentation and notes in firm systems.
Requirements:
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Significant recent experience in public accounting serving small business clients.
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Strong working knowledge across 1120, 1065, and 1040 returns.
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Comfortable handling both complex technical work and review responsibilities.
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Proven experience managing client relationships and leading staff.
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Solid project management skills with the ability to juggle multiple files.
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Strong communication skills with a friendly and professional approach.
Experience:
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Ideally 10+ years of progressive experience in public accounting for the more senior levels (Manager / Senior Manager / Director).
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Demonstrated success working with small business clients under US GAAP.
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Experience attending client meetings, explaining results, and handling questions.
Preferred Education/Certifications:
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CPA is preferred, but strong public accounting experience will also be considered.
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Additional tax courses or certifications are an asset.
Culture & Fit:
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The team is courteous, collaborative, and service-minded.
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Commitment to the firm and clients.
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Professional, respectful, and calm under pressure.
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Comfortable in a small firm, hands-on environment.
Why Join the Team:
This reputed Phoenix CPA firm offers a transparent, friendly, and respectful culture where client commitment and professionalism matter. You will work with a supportive team, take on interesting engagements, and play a key role in shaping small-business tax outcomes.
Benefits:
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Paid time off (PTO).
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Health benefits.
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401(k).
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Lunch provided.
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Potential bonus based on performance and firm results.
