Tax Manager Job at Harrison Gray Search, Phoenix, AZ

cG1kSzVGa3pjZWJMU2ZOUUl5OFJPcHFzb0E9PQ==
  • Harrison Gray Search
  • Phoenix, AZ

Job Description

Harrison Gray Search has partnered with a fast-growing multi-family office as they add a Tax Manager/Strategist to their team in Phoenix.

About the Firm:

Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, and estate planning to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact.

Position Overview:

Our client is seeking an experienced Tax Manager to join their growing team. This role is ideal for individuals who thrive on tackling complex tax preparation and planning challenges while mentoring junior staff. You will play a key role in providing sophisticated tax services to clients with intricate financial situations, working alongside a collaborative team in a supportive environment.

Key Responsibilities:

  • Prepare and review complex tax returns for ultra-high-net-worth individuals, families, and their associated entities (trusts, partnerships, and closely held businesses).
  • Collaborate with internal teams across wealth management and accounting to deliver integrated client solutions.
  • Provide tax planning and strategy advice to meet client goals, ensuring compliance with federal and state tax regulations.
  • Mentor junior staff members and contribute to team development and process improvements.
  • Participate in client meetings, offering insights and building trusted relationships.

Qualifications:

  • Bachelor’s degree in Accounting required
  • Master’s in Taxation a plus
  • 10+ years of experience. Candidates should have a strong background in tax preparation, review, and planning experience (ideally with high-net-worth clients).
  • Strong organizational skills, attention to detail, and the ability to handle complex tasks efficiently.
  • Polished, professional demeanor with excellent communication skills.
  • Driven, challenge-seeking mindset with the ability to meet and exceed high expectations.

What makes this firm special:

  • Career Growth : Opportunities for professional development and clear career paths within the firm.
  • Collaborative Environment : Work alongside talented professionals in a supportive, team-focused culture.
  • Work-Life Balance : Our client prioritizes balance and doesn't have billable hours. After an initial onboarding period, this role will be hybrid.

Compensation and Benefits:

  • Competitive compensation commensurate with experience
  • 401(k) with Safe Harbor Match.
  • Four weeks of PTO starting immediately.
  • Annual cell phone allowance.
  • Medical coverage (90% of premiums are covered for both employees and dependents)
  • HSA with annual employer contribution.

Job Tags

Immediate start,

Similar Jobs

Labcorp

Histotechnician Job at Labcorp

 ...Professionals to join the Labcorp team where we are dedicated to providing the highest quality medical laboratory services. Come work in our Pathology laboratory located at The Sunshine Lab in Phoenix, AZ. alongside a highly trained staff with the latest technology. Our... 

Automationtechies

Design Engineer - Control Panels Job at Automationtechies

 ...standards. Will help you relocate to GA! Will consider visa sponsorship! Travel is mostly local and regional and by company vehicle...  ...design software and Microsoft Office software is required. ~ H1B candidates will be considered. ~ Relocation assistance is... 

ThermoWorks, Inc.

Creative Director Job at ThermoWorks, Inc.

 ...managers of our D2C and D2B segments, providing strategic thinking to develop innovative and actionable initiatives Review and approve art and copy developed by the team, ensuring that deliverables address marketing goals and challenges effectively Ensure all... 

Cross Country Healthcare

Mammography Technologist Job at Cross Country Healthcare

 ...between patients and Radiologists and other members of the support team. Demonstrates an understanding of human anatomy, physiology, pathology, and medical terminology. Recognizes and reports equipment malfunctions. Coordinates service for repairs. Understands use of... 

The Encompass Group

General Contractor Project Manager Job at The Encompass Group

 ...The Encompass Group has partnered with a stellar General Contractor in San Antonio to find a high level Project Manager to add to the team. They offer growth potential, diverse projects, and true work life balance - yes, in construction management! Project Manager...