Wallace Plese + Dreher (WP+D), with offices in Chandler and Scottsdale, Arizona,is seeking a Senior Tax Manager. You can choose to work from either office in Chandler or Scottsdale.
Our workplace culture supports professional development, recognizes achievements, and offers a friendly environment for our people and clients.
Wallace Plese + Dreher is a recipient of national, regional, and Arizona recognitions, including:
Arizona Top Workplace 2021-2023;
Accounting Today 2024 and 2023 Regional Leaders, Southwest Region;
No. 1 Accounting Firm by Ranking Arizona 2018-2024; and
2021 Forbes America's Best Tax and Accounting Firms.
Your role will involve enhancing and strengthening the tax team with an emphasis on providing estate and trust tax planning. Through comprehensive tax planning and consulting, you will assist existing and new clients with evaluating and determining ways to protect their financial futures.
As a Senior Tax Manager, you will play an important role with mentoring, training, and developing staff, seniors, and supervisors.
You will have opportunities to:
Assist with wealth preservation, 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 tax planning and consulting to individuals and businesses.
Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
Tax planning and preparation of fiduciary income tax returns.
Research and manage complex tax matters.
Supervise, train, and mentor staff, seniors, and supervisors.
Act as a technical resource and mentor.
Build and develop new business.
Maintain and nurture existing client relationships.
Develop and network with referral sources.
Consult with clients gathering information, resolving problems, and recommending solutions.
Requirements
10+ years of tax experience in public accounting.
Hold a CPA license.
4 year accounting or finance degree.
Management experience in public accounting firm.
As part of a client service team work with staff, managers, and partners.
Self-starter able to multitask and complete assignments within deadlines.
Professional, dependable, honest, and trustworthy, combined with a cooperative attitude.
Excellent project management, analytical, interpersonal, oral and written communication skills.
Strong organizational skills and attention to detail.