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.