What are the responsibilities and job description for the Tax Manager position at The Well Recruiting Solutions?
Compensation:
- Competitive Starting Base performance bonuses, profit share and 401(k)
We’re hiring a Tax Manager (CPA) on behalf of our client—a growing, retirement-focused wealth management firm in Northern Arizona.
Love tax… but want better balance and more client impact?
This role is perfect for a CPA who’s:
- Tired of 60–80 hour busy seasons and wants a more sustainable (but still serious) workload
- Excited to be part of an integrated tax financial planning team
- Ready to trade a pure back-office role for more client-facing, advisory-adjacent work
You will:
- Lead tax preparation for a high-net-worth, retiree-focused client base
- Drive tax planning alongside financial advisors (projections, estimates, scenarios)
- Own client conversations on tax topics and help deliver a white-glove experience
You bring:
- Active CPA
- 5 years of hands-on tax prep experience
- Strong technical skills and a low-ego, team-first mindset
- Willingness to work on-site in Northern Arizona (Flagstaff area)
The firm offers:
- Work-hard, no-ego culture with long-term growth opportunity
- Average ~40 hours/week with a soft close on Fridays at noon
- A chance to help shape a tax practice that’s still in growth mode
Interested in learning more?
Send me a message or apply with your resume and a short note on your tax background and interest in relocating.
