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Wallace Plese + Dreher | Arizona CPAs | Accountants · Phoenix, Arizona
2023–2025 Accounting Today Regional Leader, Southwest Region
2018–2026 #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
Excellent interpersonal, oral, and written communication abilities
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
| Company | Wallace Plese + Dreher | Arizona CPAs | Accountants |
| Location | Phoenix, Arizona |
| Type | FULL TIME |
| Niche | Full-time |