What are the responsibilities and job description for the Tax Manager position at Anthem Strategists?
We're Hiring: Tax Manager - Entity Review
Locations: Scottsdale, AZ | Salem, OR | Portland, OR
Work Arrangement: Hybrid Available | Full-Time
Anthem Strategists is a growing CPA and advisory firm with offices in Scottsdale, Arizona, Salem and Tigard, Oregon. We serve business owners, investors, real estate professionals, closely held businesses, professional service firms, and high-net-worth individuals — delivering proactive tax planning, exceptional client service, and practical business advice that helps clients reach their financial goals.
We're looking for an experienced Tax Manager - Entity Reviewer to join our team. This role is a great fit for a tax professional who enjoys reviewing complex business returns, mentoring staff, spotting tax planning opportunities, and holding the line on quality for our clients.
ABOUT THE ROLE
You'll review federal and state tax returns for partnerships, S corporations, C corporations, trusts, and other business entities, working closely with preparers, managers, and shareholders to keep everything accurate, compliant, efficient, and client-ready. This position is hybrid and can be based out of our Scottsdale, Salem, or Portland office.
WHAT YOU'LL DO
Tax Review & Compliance
• Review partnership, S Corp, C Corp, and fiduciary tax returns
• Review workpapers, depreciation schedules, basis calculations, and supporting documentation
• Ensure compliance with federal, state, and local tax regulations
• Catch and resolve tax issues before returns are finalized
• Review quarterly estimates and year-end tax projections
• Help manage filing deadlines and workflow priorities during busy season
Tax Planning & Advisory
• Identify tax-saving opportunities and planning strategies for business clients
• Partner with shareholders and advisors on proactive planning recommendations
• Support entity structure analysis, transactions, M&A, and special projects
• Stay current on tax law changes and share what matters with the team and clients
• Take part in client planning meetings and strategic discussions
Team Leadership & Development
• Provide technical guidance and mentorship to tax staff and seniors
• Review staff work and give timely, constructive feedback
• Support training initiatives and quality control procedures
• Help improve processes, efficiency, and technology adoption
• Contribute to best practices for tax preparation and review
Client Service
• Respond to client questions and tax-related inquiries
• Join client meetings and presentations as needed
• Build trusted advisor relationships through responsiveness and expertise
• Help keep projects accurate, efficient, and on schedule
• Spot opportunities to deepen client relationships through advisory services
WHAT YOU BRING
Required
• Active CPA license
• Bachelor's degree in Accounting or related field
• 5 years of public accounting tax experience
• Strong experience reviewing business entity tax returns
• Thorough knowledge of federal and state taxation for partnerships, S corps, and C corps
• Excellent analytical, communication, and organizational skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
Preferred
• 7 years of public accounting experience
• Multi-state taxation experience
• Experience supervising or mentoring staff
• Experience with closely held businesses and business owners
• Familiarity with modern tax and workflow software platforms
• Exposure to real estate, professional service firms, construction, manufacturing, or high-net-worth tax matters
What makes someone thrive here: detail-oriented and quality-focused, a strong problem-solver, client-centric, collaborative, proactive, and someone who takes real ownership of their work.
WHAT WE OFFER
• Competitive salary based on experience and qualifications
• Performance-based bonus opportunities
• Hybrid work flexibility
• Medical, dental, and vision benefits
• Retirement plan with firm contribution
• CPA continuing education and professional development support
• Leadership growth opportunities
Interested in joining our team? Apply today or send us a message to learn more.
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