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.
Apply to this Job
First Name *
Last Name *
Email
Phone
Yes
No
Do you consent to receiving text messages related to employment opportunities from Executive Talent Management Consulting at this number?
Msg&data rates may apply. Msg frequency varies. Text STOP to opt-out or HELP for assistance.
Executive Talent Management Consulting expertise, career opportunities, business affiliates, and clients are diverse and span across healthcare, pharmaceutical, logistics, manufacturing, automotive, food service, sales, service, consulting, government, banking and financial services, research, and other industries. We tailor our services to meet the unique needs of career-focused individuals. To learn more or to discuss services and pricing for groups and teams contact us by submitting a Contact request or email directly at: info@etmcnetwork.com
Let's start the conversation! You can call us at 419-346-3783.