Tax Planning Manager - CPA

Seeking a Tax Planning Manager / CPA to join a well-established firm serving closely held businesses, business owners, and high-net-worth individuals. This role offers the opportunity to provide strategic tax planning and advisory services, develop innovative tax-saving strategies, and build long-term client relationships while working with a collaborative team. If you're looking for meaningful client work, competitive compensation, performance-based incentives, strong benefits, and an excellent work/life balance, this is an outstanding opportunity.

Responsibilities

• Provide tax advisory services to individuals, partnerships, corporations, and S-corporations for high-net-worth individuals and closely held businesses.
• Deliver high-quality tax planning and advisory services while serving as a trusted advisor to clients.
• Maintain proactive client communication, manage expectations, ensure satisfaction, and meet established deadlines.
• Develop and implement innovative tax strategies to optimize personal, estate, and business tax efficiencies.
• Perform ongoing analysis of clients' financial positions and tax projections, presenting recommendations during quarterly planning meetings.
• Analyze financial statements, identify key business indicators, and provide strategic recommendations for improvement.
• Consult with clients to improve accounting processes where appropriate.
• Respond to IRS and state tax authority inquiries and represent clients in tax-related matters.

Desired Skills & Experience

• Minimum of 5 years of experience in tax planning, tax preparation, and reviewing client work papers and income tax returns.
• Experience working with high-net-worth individuals, closely held businesses, partnerships, corporations, and S-corporations.
• Strong knowledge of individual, estate, partnership, and business tax forms.
• Experience researching, recommending, and implementing innovative tax-saving strategies.
• Strong analytical, financial statement analysis, and problem-solving skills.
• Excellent written and verbal communication skills with the ability to explain complex tax concepts clearly.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook), Adobe Acrobat, and tax software such as Lacerte or comparable platforms.
• Bachelor's degree in Accounting, Finance, or another business-related field preferred.
• CPA or Enrolled Agent designation preferred.

Compensation & Benefits

• Salary: $120,000–$150,000 (commensurate with experience and qualifications)
• Performance-based bonus tied to billable hours and collections
• 401(k)
• Medical
• Dental
• Paid Time Off (PTO)

*On-site position in Salt Lake City, UT