Senior Tax Manager - Estate and Trust

Senior Tax Manager – Estate & Trust

Location: Chandler or Scottsdale, AZ (Hybrid)

We are partnered with a highly respected mid‑sized CPA firm in the Phoenix metro area, with offices in Chandler and Scottsdale. The firm is seeking a full‑time Senior Tax Manager with a strong background in estate, trust, and wealth‑transfer 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 firm's culture emphasizes people, relationships, professional growth, and long‑term career development.

Firm Highlights

• Consistently recognized as a top accounting firm in Arizona
• Award‑winning 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 wealth‑preservation 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 wealth‑transfer tax planning, including:
  • Estate and gift tax planning
  • Wealth preservation strategies
  • Retirement plan distributions
  • Charitable giving techniques
  • Gifting limitations and transfer tax considerations
  • Generation‑skipping 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 subject‑matter 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
• Bachelor's 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 client‑focused mindset
• Commitment to delivering high‑quality client service

Compensation

• $145,000 – $175,000 base, depending on experience and credentials
• Bonus potential and long‑term leadership track included

Why This Opportunity

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