Senior Tax Strategist & Compliance Manager

About The Role

Location: Lehi, Utah | Hybrid

Employment Type: Full-time, salaried position

Schedule: Full-time, year-round position with a hybrid work schedule. Regular in-office presence in Lehi is expected, with additional flexibility based on client needs, workload, and time of year. Candidates should expect increased workload during tax season and other key filing and planning periods.

You will own day-to-day tax strategy, tax compliance, client management, and workflow for your assigned clients. The work involves year-round tax planning, review and sign-off of tax returns, and keeping filings, estimates, and deadlines on track.

This is not primarily a tax-preparation role. You will also manage tax compliance team members and oversee tax relationships for your assigned clients.

What You'll Do

• Lead year-round tax planning, tax projections, and year-end planning for business owners, investors, and real estate clients.
• Develop entity and compensation planning strategies and recommendations for clients.
• Review and sign tax returns (primarily 1040, 1120-S, 1065, and 1120).
• Oversee federal and state filings, extensions, estimated taxes, filing tracking, and documentation.
• Conduct routine tax research and manage tax compliance team members.
• Lead client meetings, address tax questions, coordinate document collection, follow up, and communicate deadlines.
• Track assigned clients, missing information, work in progress, and escalate problems early.
• Ensure accurate returns, proper documentation, thorough reviews, and timely correction of issues.
  
  

What We're Looking For

• CPA or EA license.
• 5 years of accounting and tax experience.
• Strong background in tax planning, tax strategy, and tax compliance.
• Experience preparing and/or reviewing 1040, 1120-S, 1065, and 1120 returns.
• Experience working with high-net-worth clients, business owners, investors, complex client situations, and multiple entities.
• Ability to independently manage multiple clients and deadlines, with strong client-facing communication skills.
  
  

Nice to Have

• Drake Tax experience.
• Real estate investor experience.
• Multi-entity planning experience.
• Experience reviewing other preparers' work.
• Experience conducting year-round tax planning.
  
  

Why Join Us?

This is an opportunity to step into a senior role with meaningful ownership of the tax function rather than simply preparing returns.

You'll Have The Opportunity To

• Own client relationships and tax strategy from planning through implementation.
• Work year-round on proactive tax planning, not just tax-season compliance.
• Serve business owners, investors, real estate clients, and high-net-worth individuals with complex tax situations.
• Take meaningful ownership of client work without layers of unnecessary approval.
• Lead and develop tax compliance team members.
• Work directly with firm leadership on complex strategies and significant client situations.
• Help shape processes and standards as the tax practice grows.
• Build a role with significant responsibility, autonomy, and visibility within the organization.
  
  

About The Company

The company works with business owners, investors, real estate clients, and high-net-worth individuals who need more than traditional tax preparation.

Its approach emphasizes proactive, year-round tax strategy alongside strong compliance and execution. The team works closely with clients to understand their businesses, investments, entities, and long-term goals so tax decisions can be made intentionally throughout the year, not just at filing time.

The company is building a team that combines strong technical tax expertise with responsive client service, proactive planning, and personal accountability.