Senior Tax Manager
Wallace Plese + Dreher | Arizona CPAs | Accountants, Phoenix, AZ, United States
About Wallace Plese + Dreher (WP+D)
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. Recognition Awards
2023–2025 Accounting Today Regional Leader, Southwest Region 2018–2025 #1 Accounting Firm by Ranking Arizona 2021 Forbes America’s Best Tax and Accounting Firm Work Environment
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?
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. Details
Seniority level: Director Employment type: Full-time Job function: Accounting/Auditing Industries: Accounting and Financial Services Benefits
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Disability insurance
#J-18808-Ljbffr
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. Recognition Awards
2023–2025 Accounting Today Regional Leader, Southwest Region 2018–2025 #1 Accounting Firm by Ranking Arizona 2021 Forbes America’s Best Tax and Accounting Firm Work Environment
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?
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. Details
Seniority level: Director Employment type: Full-time Job function: Accounting/Auditing Industries: Accounting and Financial Services Benefits
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Disability insurance
#J-18808-Ljbffr