Tax Manager

Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. Thie firm is seeking an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.

Key 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

Qualifications:

  • 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.



 

Place of work

Retail Options, Executive Search
Flagstaff
United States of America

Employer profile

Relentless Talent Solutions, Powered by Innovation

We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.

In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.

What Sets Us Apart

  • Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.

  • Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.

  • End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.

Our Core Values

We Build Long-Term Relationships

We go beyond transactions to foster genuine, lasting partnerships.

We Are an Extension of Your Team

We invest the time to understand your goals, culture, and hiring challenges.

We Move Fast—And Smart

We deliver top-tier candidates swiftly and efficiently—the first time.

We Focus on Quality, Not Quantity

You receive carefully vetted talent, not stacks of résumés.

We Handle Every Detail

Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.

Local radius

  • Kachina Village
  • Mountainaire
  • Flagstaff
  • Flagstaff
  • Flagstaff
  • Flagstaff
  • Flagstaff
  • Flagstaff
  • Flagstaff
  • Doney Park



Job ID: 9534909 / Ref: c1a8b74a73e3b4365f88485d78203cb9

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Retail Options, Executive Search