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

• Prepare and review corporate, partnership, and individual tax returns (1120, 1065, 1040, 1041, 990, and 5471 filings). 
• Support multi-state filings and related planning for small business clients.
• Provide tax planning and advisory support for owner-managed and small businesses. 
• Handle complex tax engagements and troubleshoot technical tax issues.

Client Relationship Management 

• Maintain and deepen relationships with a portfolio of small business clients. 
• Attend new client meetings and lead ongoing relationship touchpoints.
• Communicate clearly with clients about timelines, deliverables, and expectations. 
• Act as a trusted advisor, offering practical guidance, not just compliance work. 

Team Leadership & Coaching 

• Coach and mentor junior and intermediate staff on tax, accounting, and file prep. 
• Review staff work for accuracy, completeness, and quality. 
• Help allocate work, manage deadlines, and keep projects on track. 
• Support a culture of learning, accountability, and strong client service.
• Maintain strong project and workflow management

Project Management & Workflow

• Manage multiple engagements at once, especially during peak tax season.
• Keep jobs moving by coordinating priorities, due dates, and resources. 
• Ensure files are completed on time and to firm standards. 

Tools & Systems

• Work with tax and accounting software (QuickBooks, UltraTax, Canopy or similar). 
• Maintain accurate documentation and notes in firm systems. 

Requirements:

• Significant recent experience in public accounting serving small business clients. 
• Strong working knowledge across 1120, 1065, and 1040 returns.
• Comfortable handling both complex technical work and review responsibilities.
• Proven experience managing client relationships and leading staff. 
• Solid project management skills with the ability to juggle multiple files.
• Strong communication skills with a friendly and professional approach. 

Experience: 

• Ideally 10+ years of progressive experience in public accounting for the more senior levels (Manager / Senior Manager / Director). 
• Demonstrated success working with small business clients under US GAAP. 
• Experience attending client meetings, explaining results, and handling questions. 

Preferred Education/Certifications: 

• CPA is preferred, but strong public accounting experience will also be considered. 
• Additional tax courses or certifications are an asset. 

Culture & Fit: 

• The team is courteous, collaborative, and service-minded. 
• Commitment to the firm and clients. 
• Professional, respectful, and calm under pressure.
• 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:

• Paid time off (PTO). 
• Health benefits. 
• 401(k). 
• Lunch provided. 
• Potential bonus based on performance and firm results.