Location:
Miami, Fort Lauderdale, or Hollywood, Florida
Work Arrangement:
Hybrid
About the Opportunity:
A leading public accounting and advisory firm is seeking an experienced Tax Manager to lead complex tax compliance and planning engagements for high-net-worth individuals, professional services clients, trusts, partnerships, and related entities.
This is an excellent opportunity for a tax professional with strong technical expertise and client relationship management skills to work with sophisticated clients, provide strategic tax advisory services, and lead and mentor a team of tax professionals.
Key Responsibilities:
- Manage, review, and oversee complex tax engagements, including individual, partnership, S-corporation, trust, and gift tax returns.
- Serve as a trusted advisor to high-net-worth individuals and professional services clients.
- Develop and implement strategic tax planning solutions involving compensation structures, K-1 allocations, multi-state taxation, and entity structuring.
- Lead multiple client engagements while managing budgets, workflows, deliverables, and deadlines.
- Review tax returns and workpapers to ensure accuracy, quality, and compliance with applicable tax regulations.
- Mentor, coach, and develop staff and senior-level tax professionals.
- Collaborate with attorneys, wealth advisors, and other external professionals to deliver comprehensive client solutions.
- Research complex tax matters, identify planning opportunities, and recommend effective solutions.
- Build and maintain strong client relationships while contributing to long-term client retention and business growth.
Required Qualifications
- Active Certified Public Accountant (CPA) license required.
- Minimum of 7+ years of public accounting tax experience.
- Strong technical knowledge of high-net-worth individual taxation, partnerships, trusts, and pass-through entities.
- Proven experience managing client relationships and leading complex tax engagements.
- Strong leadership, communication, organizational, and project management skills.
- Ability to manage multiple priorities and deliver high-quality work within established deadlines.
Preferred Qualifications
- Experience with multi-state taxation and multi-entity tax structures.
- Experience advising high-net-worth individuals on complex tax planning matters.
- Background in professional services client engagements.
- Demonstrated ability to mentor teams and drive engagement efficiency.
What the Firm Offers
- Competitive compensation and bonus potential.
- Hybrid work flexibility.
- Exposure to sophisticated tax planning and high-value advisory engagements.
- Strong technical resources and a collaborative work environment.
- Opportunities for career advancement and expanded leadership responsibilities.