What are the responsibilities and job description for the Tax Manager - Financial Firm - Flagstaff, AZ position at Advisor Employee Services?
Tax Manager (Hybrid)
We’re a rapidly growing and reputable Wealth Management Firm in Flagstaff, AZ, expanding our services to include Tax Preparation for our clients. We seek an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.
Qualifications
- Education/License: CPA required; Bachelor’s in Accounting, Finance, or related field. Master's in taxation or designations/licensing 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.
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 the 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
Salary:
- $90,000 - $140,000
Benefits:
- 401k
- PTO
- Continuing education support
Hours:
- Flexible
Presented by Advisor Employee Services Thank you for your interest in the Tax Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
today!
Salary : $90,000 - $140,000
