Senior Tax Partner

Jobot; Fort Myers Beach (FL); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Equity

401k

Healthcare Benefits

PTO

Job summary

Jobot is seeking a Senior Tax Partner in Fort Myers Beach, FL, a hybrid, permanent role with a clear path to equity partnership. You will lead tax engagements, oversee high net worth clients, and drive growth across federal and state tax, S corp, and 1065 partnerships.

The ideal candidate has 5+ years in tax management, proven leadership, and strong client relationship skills. This role offers ownership potential, a competitive equity-driven package, and comprehensive benefits.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA preferred.
• 5+ years of experience in tax management, including Federal & State tax, S corp, and partnerships.
• Strong leadership, communication and analytical skills; able to manage multiple projects.

Responsibilities

• Oversee firm operations and prepare Federal and State tax returns for individuals, partnerships, and corporations with high net worth.
• Guide clients on tax planning and compliance; stay updated on tax laws.
• Review financial statements for accuracy and tax compliance.
• Lead and supervise the tax team; foster collaboration and productivity.
• Manage tax audits and inquiries; represent clients before tax authorities.
• Conduct tax research and develop strategies to minimize liabilities.
• Collaborate with other departments to provide advisory services.
• Ensure timely and accurate tax filings to minimize penalties.

Skills

Leadership

Tax expertise

Communication

Analytical thinking

Education

Bachelor's degree in Accounting/Finance

CPA or Master’s degree preferred

Tools

Tax software

Job description

Senior Tax Partner

$150000 - $250000 per year | Fort Myers Beach, FL | Hybrid | Permanent

Hybrid/Remote Flexibility, Path to Partnership - Senior Tax Partner

A bit about us:

Our client is an established tax and accounting firm offering a long‑term career opportunity with a path to equity partnership. This is an opportunity for an experienced Tax professional with an entrepreneurial mindset, and experience building/growing a business and overseeing operations. You will take on a meaningful role in the practice, build client relationships, and contribute to the firm's continued growth, with the potential to transition into an ownership position. You will empower diverse businesses (from local startups to large enterprises) to navigate their lifecycles and achieve optimal financial performance independently.

Why join us?

• Equity
• 401k
• Healthcare Benefits
• PTO

Job Details

Job Details: We are currently looking for a dynamic and highly motivated Senior Tax Partner to join our team. This role requires an individual who is passionate about the financial world and has a keen eye for detail. The ideal candidate will have extensive knowledge and experience in Federal & State Tax, S Corp, High Net Worth, 1065 partnership, Accounting Advisory, and Tax Review. This is a permanent position that offers an exciting opportunity to work in a fast-paced, challenging, and rewarding environment where your contributions will have a direct impact on the company's financial success.

Responsibilities

• 1. Overseeing the the firm operations and preparation of Federal and State tax returns for individuals, partnerships, and corporations, particularly those with high net worth.
• 2. Guiding and advising clients on tax planning and compliance, keeping them updated with the latest tax laws and regulations.
• 3. Reviewing and analyzing financial statements, ensuring accuracy and compliance with applicable tax laws.
• 4. Providing leadership and supervision to the tax team, fostering a collaborative and productive work environment.
• 5. Managing tax audits and inquiries, representing clients before tax authorities when necessary.
• 6. Conducting tax research and planning, developing strategies to minimize tax liabilities.
• 7. Collaborating with other departments to provide accounting advisory services and implement tax-efficient strategies.
• 8. Ensuring that all tax filings are completed accurately and on time, minimizing penalties and interest charges.

Qualifications

• 1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification would be an added advantage.
• 2. A minimum of 5 years of experience in tax management, with a focus on Federal & State Tax, S Corp, High Net Worth, and 1065 partnership.
• 3. Proven experience in Accounting Advisory and Tax Review.
• 4. Comprehensive knowledge of current tax laws and regulations.
• 5. Excellent leadership and team management skills.
• 6. Strong analytical and problem-solving skills, with the ability to make sound decisions under pressure.
• 7. Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• 8. High level of integrity and professionalism, with the ability to handle confidential information discreetly.
• 9. Proficiency in using tax software and other related financial systems.
• 10. Ability to multitask and manage multiple projects simultaneously, meeting tight deadlines without compromising on quality.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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