Tax Manager

Templeton Advisors; Fort Lauderdale (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Templeton Advisors in Fort Lauderdale, FL, seeks an experienced Tax Manager with an active CPA license to lead complex tax engagements for individuals, partnerships, and businesses. You will nurture client relationships, review returns, and guide staff through planning and compliance processes.

The role emphasizes tax research, technology adoption, and practical tax planning for high-net-worth clients and closely held entities, with a focus on service quality and client outcomes.

Qualifications

• Active CPA license is required.
• Bachelor's degree in Accounting is required.
• 5+ years of progressive tax experience in public accounting.

Responsibilities

• Manage and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and high-net-worth clients.
• Serve as a primary client contact, building trusted relationships and providing responsive, high-quality service throughout the year.
• Integrate, test, and optimize tax software, data workflows, and automation tools rather than just preparing standard returns
• Identify tax planning opportunities and advise clients on strategies to minimize tax exposure and support business or personal financial goals.
• Perform tax research, interpret federal and state tax guidance, and communicate findings clearly to clients, partners, and internal teams.
• Supervise, train, and mentor staff and senior accountants, including reviewing workpapers and returns for accuracy, completeness, and technical quality.
• Coordinate multiple client engagements, deadlines, budgets, and deliverables during busy season and throughout the year.
• Assist with IRS and state tax notices, audits, and client inquiries as needed.
• Collaborate with partners on client advisory opportunities, process improvements, and practice growth initiatives.

Education

Bachelor's degree in Accounting

Master's in Taxation, Accounting, or related field preferred

Tools

CCH

ProSystem fx

UltraTax

Engagement

Fixed Assets

Job description

We are seeking an experienced Tax Manager with an active CPA license to join a growing CPA firm serving clients across the Fort Lauderdale and West Palm Beach markets. This role is ideal for a public accounting professional with broad expertise who enjoys managing client relationships, reviewing complex returns, mentoring staff, and providing practical tax planning guidance to privately held businesses, high-net-worth individuals, partnerships, S corporations, trusts, estates, and other closely held entities as well as maintain a future focus on tax technology and best practices.

Key Responsibilities

• Manage and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and high-net-worth clients.
• Serve as a primary client contact, building trusted relationships and providing responsive, high-quality service throughout the year.
• Integrate, test, and optimize tax software, data workflows, and automation tools rather than just preparing standard returns
• Identify tax planning opportunities and advise clients on strategies to minimize tax exposure and support business or personal financial goals.
• Perform tax research, interpret federal and state tax guidance, and communicate findings clearly to clients, partners, and internal teams.
• Supervise, train, and mentor staff and senior accountants, including reviewing workpapers and returns for accuracy, completeness, and technical quality.
• Coordinate multiple client engagements, deadlines, budgets, and deliverables during busy season and throughout the year.
• Assist with IRS and state tax notices, audits, and client inquiries as needed.
• Collaborate with partners on client advisory opportunities, process improvements, and practice growth initiatives.

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting required; Master's in Taxation, Accounting, or related field preferred.
• 5+ years of progressive tax experience in public accounting, ideally with a CPA firm serving closely held businesses and individual clients.
• Experience reviewing complex tax returns and managing client engagements from planning through delivery.
• Experience and desire to continue working within tax specific technology a plus
• Demonstrated ability to supervise, coach, and develop junior team members.
• Strong tax research, analytical, written communication, and client-facing skills.
• Proficiency with Microsoft Office and professional tax software; experience with CCH, ProSystem fx, UltraTax, Engagement, Fixed Assets, or similar platforms preferred.