Senior Tax Manager

Frederick Fox; Jacksonville (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Frederick Fox in Jacksonville, FL seeks an experienced Senior Tax Manager to lead complex tax compliance, planning, and advisory engagements for diverse clients. This leadership role requires strong technical tax knowledge and the ability to manage client relationships and multiple engagements.

The ideal candidate has a CPA, 8 years of public accounting experience, and proven ability to mentor staff while contributing to business growth and service expansion.

Qualifications

• 8 years of public accounting experience.
• Active CPA license required.
• Strong leadership and team development skills.
• Expertise in federal, state taxes, and advisory services.
• Ability to manage multiple engagements and client relationships.
• Experience with trusted tax research tools like RIA.
• Excellent communication and problem-solving abilities.

Responsibilities

• Lead complex federal, state, and specialty tax compliance, planning, and advisory engagements.
• Review returns for individuals, corporations, partnerships, trusts, gifts, and estates.
• Manage multiple engagements with budgets, timelines, and staffing.
• Develop and review advanced tax planning strategies and research.
• Advise clients and internal teams with practical recommendations.
• Respond to tax audits and inquiries from authorities.
• Mentor and develop tax professionals within the team.
• Collaborate with leadership to improve tax processes and grow services.

Skills

Leadership

Communication

Tax compliance

Tax planning

Client relationship management

Business development

Research

Education

Bachelor's degree in Accounting

CPA license

Tools

RIA or similar tax research tools

CS Suite

UltraTax

Job description

Senior Tax Manager

Position Overview

Our client is seeking an experienced Senior Tax Manager to lead complex tax compliance, planning, and advisory engagements while delivering exceptional client service and driving team performance. This role serves as a key leader within the tax department, providing advanced technical expertise, managing high-level client relationships, overseeing multiple engagements, and contributing to overall business growth and profitability.

The Senior Tax Manager will work across a diverse range of tax matters and entity types, providing practical, technically sound recommendations while identifying opportunities to improve processes, expand client services, and develop team talent. The ideal candidate combines strong technical tax knowledge with excellent leadership, communication, relationship management, and business development skills.

Key Responsibilities

Tax Compliance, Planning & Advisory

• Lead complex federal, state, and specialty tax compliance, planning, and advisory engagements.
• Review and oversee individual, corporate, partnership, trust, gift, and estate tax returns.
• Serve as a technical resource on complex tax matters, providing guidance to clients and internal teams.
• Develop and review advanced tax planning strategies, projections, and research.
• Translate complex tax analysis and research into clear, practical, and actionable recommendations.
• Apply tax laws, regulatory requirements, and professional standards to develop compliant solutions while identifying potential risks and opportunities.
• Respond to tax audits, inquiries, notices, and other matters from taxing authorities, representing clients as appropriate.
• Stay current on changes in tax legislation, regulations, and industry developments.

Client Relationship Management

• Serve as a trusted advisor and primary point of contact for key clients.
• Develop and maintain strong, long-term client relationships through responsive and proactive service.
• Communicate complex tax concepts and recommendations clearly to clients, executives, internal teams, and taxing authorities.
• Identify opportunities to enhance client service and provide proactive, value-added tax and business insights.
• Develop a thorough understanding of clients’ businesses, industries, financial objectives, and tax needs.
• Identify opportunities to expand services and deepen relationships within existing client accounts.

Engagement & Practice Management

• Oversee engagements from initial planning through final delivery, ensuring quality, timeliness, scope, and profitability.
• Manage multiple engagements simultaneously while balancing competing priorities and deadlines.
• Establish engagement budgets, timelines, deliverables, and staffing requirements.
• Monitor realization, utilization, workflow, and other engagement performance metrics.
• Identify engagement risks, address issues proactively, and elevate matters when appropriate.
• Collaborate with firm leadership to improve tax processes, workflows, policies, and operational efficiencies.
• Contribute to the development and implementation of new tax services and enhancements to existing offerings.

Business Development & Growth

• Support business development initiatives and contribute to the growth of the tax practice.
• Identify opportunities to expand services within existing client relationships.
• Participate in proposals, client pursuits, presentations, and growth strategies.
• Develop market and industry knowledge to identify emerging tax and advisory opportunities.
• Participate in networking, marketing, and relationship-building activities.
• Build and maintain professional relationships that contribute to the firm’s long-term growth.

Team Leadership & Development

• Mentor, coach, and develop tax professionals at various levels.
• Provide timely feedback, guidance, and career development support.
• Review team members’ work for accuracy, technical quality, and completeness.
• Identify training opportunities and contribute to formal and informal learning initiatives.
• Support recruiting, onboarding, retention, and succession planning efforts.
• Promote a collaborative, respectful, and high-performing team environment.
• Encourage continuous learning, professional development, and technical excellence.
• Lead by example and foster an environment where team members feel supported, valued, and accountable.
• Adapt leadership and communication styles to meet the needs of diverse team members and promote equitable access to development opportunities.

Environment & Work Style

This is a leadership role within a collaborative and client-focused tax practice. The Senior Tax Manager will balance technical tax responsibilities with client relationship management, engagement oversight, business development, and team leadership.

The successful candidate will be comfortable operating with a high degree of autonomy while collaborating closely with firm leadership and professionals across the organization. Strong judgment, initiative, organization, and the ability to manage multiple complex priorities are essential.

Essential Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 8 years of public accounting experience.
• 3–5 years of relevant supervisory or management experience.
• Active CPA license required.
• Strong experience in tax compliance, planning, research, and advisory services.
• Broad technical knowledge across multiple entity types, including individuals, corporations, partnerships, trusts, gifts, and estates.
• Experience using professional tax research tools such as RIA or similar platforms.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage complex client relationships and multiple engagements.
• Strong leadership and team development capabilities.
• Collaborative, proactive mindset with a commitment to continuous improvement.

Preferred Qualifications

• Experience with CS Suite and UltraTax.
• Experience working with complex entity structures.
• Gift, estate, and trust tax experience.
• Strong partnership tax experience.
• Experience with sophisticated tax planning and advisory engagements.
• Experience supporting business development, proposals, and client pursuits.
• Experience developing or improving tax department processes and workflows.
• Experience mentoring and developing tax professionals.