Senior Tax Manager for High-Net-Worth Clients

Caliber Recruiting Group; Miami (FL); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

401(k) employer matched

Dental HMO

Flexible Schedule

Life Insurance

Medical Insurance employer subsidized

Hours capped at reasonable levels (50-

60 overtime paid if worked

Job summary

Caliber Recruiting Group partners with a top-rated local CPA and advisory firm in Miami, seeking a Tax Manager with experience across multiple business entities and high net worth clients.

The role focuses on complex tax planning, preparation, and review for C-Corps, S-Corps, trusts, and partnerships, with an emphasis on compliance and client service. CPA/EA pathways are considered advantageous.

Qualifications

• Bachelor in accounting or equivalent with accounting focus.
• 5+ years of accounting experience in a firm / wealth management / public accounting / CPA firm environment.
• CPA license is advantageous, NOT required—EA is also a plus, with 5-7+ years of tax prep and review work or working toward CPA/licensure.
• Prep and Review experience with C-Corps, S-Corps, Trusts and Partnerships, as well as tax return work for high net worth individuals.
• Multi Industry knowledge helpful: construction, professional, individuals, manufacturing, other industries.
• Knowledgeable with IRS regulations and rules to ensure compliance.
• Excellent experience with various tax software programs, CCH, Thomson Reuters, UltraTax, or others.

Skills

Tax advisory experience

High net worth client service

Multi-entity tax knowledge

Education

Bachelor's degree in Accounting

Tools

CCH Tax

Thomson Reuters

UltraTax

Other tax software

Job description

A top rated local CPA and advisory services firm in beautiful Miami, FL has engaged with us to find a Tax Manager with experience in multiple business entities and high net worth clients.

Caliber Recruiting Group partners with locally owned CPA and advisory firms that are progressive minded and employee focused. We don't work for the "Big 4" but we do work with growing and top-rated firms that do complex business tax and assurance work and also provide high levels of personal service for their clients.

Pay and Benefits:

• $130,000-$160,000 annually
• 401 (k) employer matched
• Dental HMO
• Flexible Schedule
• Life Insurance
• Medical Insurance employer subsidized
• Hours capped at reasonable levels even during busy season (most often 50-60 estimated plus overtime paid if worked)

Responsibilities and Qualifications:

• Bachelors in accounting, (or equivalent, Business with accounting focus, econ, finance)
• 5-8+ years of accounting experience in a firm / wealth management / public accounting / CPA firm environment
• CPA license is advantageous, NOT required- EA is also a plus, with 5-7 or more years of tax prep and review work and or working towards the CPA license / eligible is ideal
• Prep and Review experience with C-Corps, S-Corps, Trusts and Partnerships, as well as tax return work with high net worth individuals
• Multi Industry knowledge helpful, construction, professional, individuals, manufacturing, other industries
• Knowledgeable with IRS regulations and rules to ensure all compliance is met
• Excellent experience with various tax software programs, CCH. Thompson Reuters, Ultra Tax, or other major software program