Tax Manager

Swindell, Bohn, Durden & Phillips - CPAs & Advisors; Florida; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Health Savings Account

Flexible Spending Accounts

401(k) plan

PTO

Holidays

Community service hours

CPE credits

Job summary

Swindell, Bohn, Durden & Phillips - CPAs & Advisors, a Jacksonville-area public accounting firm, seeks a seasoned Tax professional to manage compliance, research, and advisory engagements for individuals and entities. You will guide engagement teams, supervise staff, and serve as a trusted advisor to clients.

The role emphasizes advanced technical tax work, client service excellence, and mentoring junior staff while adhering to professional standards and firm processes.

Qualifications

• 5+ years of tax experience in public accounting.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• Commitment to continuous learning, professional development, and mentoring others.
• Gift, estate, trust, and partnership tax experience a plus.
• Tax research experience required; RIA experience preferred.
• CS Suite and UltraTax experience preferred.

Responsibilities

• Prepare and review complex U.S. and state individual income, gift, and estate tax returns
• Review tax returns, extensions, tax planning calculations, and workpapers for all entity types, with a focus on individual
• Prepare and review complex tax planning projections for individual and corporate estimated tax liabilities
• Conduct tax research and prepare clear, well supported memoranda
• Review compiled financial statements, workpapers, adjusting entries, and reconciliations
• Manage client engagements, deliverables, and deadlines across multiple assignments
• Communicate directly with clients and taxing authorities, including responding to audits, inquiries, and notices
• Apply tax laws, professional standards, and firm processes to deliver accurate, compliant work
• Plan and manage multiple engagements to meet quality, timeline, and budget expectations
• Identify opportunities to enhance client service and support firm growth initiatives
• Supervise staff, review work, and provide timely, constructive feedback
• Train, mentor, and support the development of interns and associates
• Foster a collaborative, inclusive, and respectful work environment

Skills

Tax experience

Communication

Mentoring

Independence

Collaboration

Tax research

Education

Bachelor’s degree in Accounting

Tools

CS Suite

UltraTax

Job description

We welcome applications from candidates interested in joining our team. We are not partnering with agencies for this role.

At SBDP, we are a growing midsize public accounting firm serving small businesses and healthcare providers with tax, accounting, and audit services. Recognized as 2026 Top 100 Firm and one of Accounting Today’s Best Small Firms to Work For, we are proud of the strong, people-first culture our team has built.

Our philosophy is simple: how would you want to be treated if you were the client? That mindset shapes everything we do. Our clients are not just numbers, and neither are our team members. We value collaboration, professional growth, and creating an environment where people feel supported and heard.

Located just blocks from the Atlantic Ocean in Jacksonville Beach, FL, we embrace a relaxed, coastal feel while delivering exceptional client service. We work hard, support one another, and enjoy being part of a close-knit firm where relationships matter.

Responsible for managing tax compliance, research, and advisory engagements while delivering high quality client service and developing team members. Applies advanced technical expertise, manages multiple client projects, and serves as a trusted advisor to clients.

Responsibilities

• Prepare and review complex U.S. and state individual income, gift, and estate tax returns
• Review tax returns, extensions, tax planning calculations, and workpapers for all entity types, with a focus on individual
• Prepare and review complex tax planning projections for individual and corporate estimated tax liabilities
• Conduct tax research and prepare clear, well supported memoranda
• Review compiled financial statements, workpapers, adjusting entries, and reconciliations
• Manage client engagements, deliverables, and deadlines across multiple assignments
• Communicate directly with clients and taxing authorities, including responding to audits, inquiries, and notices
• Apply tax laws, professional standards, and firm processes to deliver accurate, compliant work
• Plan and manage multiple engagements to meet quality, timeline, and budget expectations
• Identify opportunities to enhance client service and support firm growth initiatives
• Supervise staff, review work, and provide timely, constructive feedback
• Train, mentor, and support the development of interns and associates
• Foster a collaborative, inclusive, and respectful work environment

Qualifications

• Bachelor’s degree in Accounting or a related field
• 5+ years of tax experience in public accounting
• Active CPA license required
• At least one year of relevant supervisory experience
• Strong experience in individual tax compliance and planning; CS Suite and UltraTax experience preferred
• Tax research experience required; RIA experience preferred
• Gift, estate, trust, and partnership tax experience a plus
• Strong written and verbal communication skills
• Ability to work independently and collaboratively
• Commitment to continuous learning, professional development, and mentoring others

Work/Life Balance and Benefits

Taking care of our people is central to who we are. SBDP is committed to providing a work environment that supports both professional success and personal well-being. Our comprehensive work-life package includes:

• Flexible, reduced schedule outside of busy season (May through December).
• Firm-paid medical, dental, and life insurance premiums (employee coverage)
• Firm contribution to Health Savings Account
• Flexible Spending Accounts
• 401(k) retirement plan with firm contribution
• Paid Time Off (PTO)
• Twelve paid holidays
• Firm-paid community service hours
• Firm-paid CPE credits

Work Location

Work visa sponsorship is not available for this position.