What are the responsibilities and job description for the Senior Tax Manager position at Wallace Plese Dreher | Arizona CPAs | Accountants?
At Wallace Plese Dreher (WP D), we believe that true success comes from people-first leadership, meaningful relationships, and a culture where your contributions matter. With offices in Chandler and Scottsdale, Arizona, we’re seeking a Senior Tax Manager to join our award-winning team.
We’re proud to be recognized as a:
- 2023–2025 Accounting Today Regional Leader, Southwest Region
- 2018–2025 #1 Accounting Firm by Ranking Arizona
- 2021–2023 Arizona Top Workplace
- 2021 Forbes America’s Best Tax and Accounting Firm
Here, you’ll enjoy a hybrid work environment, while thriving in a culture that supports professional growth, celebrates achievements, and fosters strong connections with clients and colleagues alike.
What You’ll Do
As a Senior Tax Manager, you’ll play a pivotal role in shaping our tax team, with an emphasis on providing estate and trust tax planning. Your responsibilities will include:
- Leading estate and trust tax planning to help clients protect and preserve their wealth for future generations through estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
- Providing comprehensive tax planning and consulting to individuals and businesses.
- Reviewing and signing tax returns for individuals, partnerships, and S corporations.
- Overseeing fiduciary income tax returns and managing complex tax matters.
- Mentoring, training, and developing staff, seniors, and supervisors while acting as a technical resource.
- Building new business, maintaining client relationships, and expanding referral networks.
- Consulting with clients to resolve issues and recommend practical, value-added solutions.
What We’re Looking For
- 10 years of tax experience in public accounting
- CPA license required
- Bachelor’s degree in accounting or finance
- Proven management experience within a public accounting firm
- Strong organizational, analytical, and project management skills
- Excellent interpersonal, oral, and written communication abilities
- A proactive, dependable professional with integrity, initiative, and leadership presence
Why WP D?
This is more than just a role—it’s an opportunity to:
- Lead with impact in an established, highly respected firm.
- Join a team recognized locally and nationally for excellence and workplace culture.
- Work in a hybrid environment that supports both career advancement and balance.
- Contribute to meaningful client outcomes while mentoring the next generation of professionals.
Ready to make a difference as a trusted leader? Apply today and grow with WP D.