Senior Tax Manager: High Net Worth Planning & Growth

Jobot; Daytona Beach Shores (FL); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

401K match

Paid holidays

Flexible work environment

Strong PTO

Medical, dental, vision

Job summary

Jobot is seeking a dynamic Tax Manager for our growing Florida accounting and advisory practice. The role focuses on tax planning, federal and state compliance for high net worth individuals, corporations and partnerships, with a clear path to leadership and eventual partnership.

You will oversee tax planning, reviews, and client service across multiple engagements, mentor staff, and stay current on tax law changes to drive value.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA or master's preferred.
• 5+ years in tax planning and compliance for federal/state taxes.
• Proven ability to manage multiple client engagements and meet client expectations.
• Strong knowledge of S Corp structures, tax returns, and tax review processes.

Responsibilities

• Manage and coordinate tax planning, preparation, and review of federal and state income taxes for high net worth individuals, corporations, and partnerships.
• Provide innovative tax planning, consulting, and compliance expertise to clients.
• Manage risk and financial performance of engagements including billing, collections, and budget for assigned projects.
• Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serve as a key leader in our firm's Tax team, providing leadership, counseling, and career guidance for the development and motivation of the team.
• Develop and deliver innovative tax planning strategies that save our clients' money and help grow their businesses.
• Stay updated with industry trends and changes in tax laws to ensure company's compliance.

Skills

Leadership

Communication

Client service

Time management

Education

Bachelor's degree in Accounting/Finance

CPA or Master’s degree

Tools

Tax preparation software

Job description

Jobot is seeking a dynamic Tax Manager for our growing Florida accounting and advisory practice. The role focuses on tax planning, federal and state compliance for high net worth individuals, corporations and partnerships, with a clear path to leadership and eventual partnership.

You will oversee tax planning, reviews, and client service across multiple engagements, mentor staff, and stay current on tax law changes to drive value.