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Job description
Tax Manager, Advisor Support
Location: Scottsdale, AZ – Hybrid (1 remote day per week)
Pay: $95,000 – $150,000 per year
Must-Haves
3+ years of hands‑on individual and/or business tax experience (1040, 1065, 1120, 1120S)
Client‑facing experience with strong written and verbal communication skills
Comfortable partnering with advisors, producers, and internal teams
Tech‑forward mindset with interest in modern tax workflows (CCH experience a plus)
CPA or EA strongly preferred, but not required if experience is strong
Position Overview
We are seeking a Tax Manager, Advisor Support to build and lead a new centralized tax support function for a fast‑growing national financial services platform. This role provides the unique opportunity to work directly with independent advisors and internal partners while shaping a high‑touch tax support service line that will scale nationwide.
Key Responsibilities
Launch and grow a tax support function serving advisors and their clients
Prepare and review individual and business tax returns; support planning conversations as appropriate
Partner closely with advisors, internal teams, and marketing to deliver a seamless client experience
Gather and organize client information, clarify open items, and translate complex tax topics into plain‑English guidance
Improve workflows, templates, and processes as the tax service line scales
Leverage tax technology tools and drive adoption and efficiency
Support compliance, documentation, and timely filing while maintaining excellent client service
Why This Role is Exciting
Build a brand‑new tax support offering from the ground up
Gain visibility and ownership while still having a collaborative team around you
Competitive compensation with upside based on impact and growth
Opportunity for career advancement as the service line expands nationwide
About Our Client
Our client is a national financial services platform supporting independent advisors and agents across the country. They provide asset management, marketing support, and in‑house planning resources to help producers grow and better serve clients, with tax support becoming a core focus of their mission.
Benefits
Dental, vision, and retirement plan
Hybrid work flexibility with potential for additional remote options
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Worksite address
scottsdale, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.