About this opportunity
Wallace Plese + Dreher | Arizona CPAs | Accountants lists this Senior Tax Manager (Phoenix) opportunity in phoenix, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
Worksite address
phoenix, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.