Senior Tax Manager Estate and Trust

Senior Tax Manager Estate & Trust

Location: Chandler or Scottsdale AZ (Hybrid)

We are partnered with a highly respected midsized CPA firm in the Phoenix metro area with offices in Chandler and Scottsdale. The firm is seeking a fulltime Senior Tax Manager with a strong background in estate trust and wealthtransfer tax planning to join its growing tax leadership team.

This role offers hybrid flexibility flexible hours and the option to work from either office location. The firms culture emphasizes people relationships professional growth and longterm career development.

Firm Highlights

• Consistently recognized as a top accounting firm in Arizona
• Awardwinning workplace culture and employee satisfaction
• Strong regional and national reputation
• Commitment to mentorship flexibility and leadership development

The Role

As a Senior Tax Manager Estate & Trust you will play a key leadership role within the tax practice with a strong focus on estate trust and wealthpreservation planning. You will serve as a technical resource trusted advisor to clients and mentor to managers supervisors seniors and staff.

Key Responsibilities

• Provide estate trust and wealthtransfer tax planning including:
  • Estate and gift tax planning
  • Wealth preservation strategies
  • Retirement plan distributions
  • Charitable giving techniques
  • Gifting limitations and transfer tax considerations
  • Generationskipping transfer planning
  • Spousal trusts and split gifting
  • Education and medical gifting strategies
• Review and sign tax returns and manage projects related to individuals partnerships and S corporations
• Oversee fiduciary income tax planning and preparation
• Research and manage complex tax matters and planning strategies
• Supervise train and mentor staff seniors supervisors and managers
• Act as a technical resource and subjectmatter expert
• Build and develop new business opportunities
• Maintain and expand existing client relationships
• Develop and network with referral sources
• Consult with clients to gather information resolve issues and recommend solutions
• Primarily local travel within the Phoenix metro area

What Our Client Is Looking For

• 10 years of public accounting tax experience
• Significant experience in estate and trust taxation
• Active CPA license required
• Bachelors degree in Accounting or Finance
• Prior management experience within a public accounting firm
• Strong leadership organizational and communication skills
• Ability to manage complex projects and multiple priorities
• Professional dependable and clientfocused mindset
• Commitment to delivering highquality client service

Compensation

• $145000 $175000 base depending on experience and credentials
• Bonus potential and longterm leadership track included

Why This Opportunity

This is more than a senior leadership roleyoull be joining a firm that truly values people relationships and balance. Youll have the opportunity to shape the estate and trust practice mentor future leaders and work closely with accessible partners in a collaborative environment.