Tax Manager

Aligned Solutions; Fort Lauderdale (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Aligned Solutions is seeking an experienced Tax Manager in the West Palm Beach/Fort Lauderdale area, offering hybrid/onsite work. The role focuses on high-net-worth individuals and pass-through entities within a collaborative public accounting firm.

You will lead engagements, mentor staff, review complex returns, and advise clients while advancing technical excellence and client relationships.

Qualifications

• Public accounting tax experience required; 5–10+ years preferred.
• Experience with high-net-worth individuals and pass-through entities.
• Knowledge of federal tax law, planning strategies, and research.

Responsibilities

• Manage tax engagements for high-net-worth individuals and pass-through entities.
• Review complex federal and state returns for individuals, partnerships, S corporations, and C corporations.
• Conduct tax research and provide recommendations to clients and firm leadership.
• Identify tax planning opportunities to minimize tax exposure.
• Build and maintain strong client relationships.
• Collaborate with partners on complex tax matters.
• Supervise, mentor, and review staff work.
• Ensure compliance with tax regulations and firm policies.
• Assist with workflow management and engagement planning.

Skills

Client relationships

Mentoring staff

Tax research

Leadership

Time management

Communication

Education

Bachelor's degree in Accounting

CPA license

Master's in Taxation or LLM

Tools

CCH

ProSystem fx

Microsoft Office

Job description

Tax Manager

West Palm Beach or Fort Lauderdale, FL (Hybrid/Onsite)

Overview

Aligned Solutions is seeking an experienced Tax Manager on behalf of a well-established and growing public accounting firm. This is an excellent opportunity for an accomplished tax professional who enjoys working with high-net-worth individuals and closely held businesses while serving as a trusted advisor to clients.

The ideal candidate will have strong technical tax expertise, exceptional client relationship skills, and experience leading tax engagements and mentoring staff within a collaborative public accounting environment.

Responsibilities

• Manage tax engagements for high-net-worth individuals and pass-through entities.
• Review complex federal and state tax returns for individuals, partnerships, S corporations, and C corporations.
• Conduct technical tax research and provide practical recommendations to clients and firm leadership.
• Identify tax planning opportunities and strategies to help clients minimize tax exposure.
• Serve as a trusted advisor by building and maintaining strong client relationships.
• Collaborate with partners and senior leadership on complex tax matters and consulting engagements.
• Supervise, mentor, and develop tax professionals while reviewing work for quality and accuracy.
• Ensure compliance with applicable tax regulations, professional standards, and firm policies.
• Assist with workflow management, client communications, and engagement planning.

Qualifications

• Bachelor's degree in Accounting required.
• CPA license required.
• Master's in Taxation or LLM preferred.
• 5–10+ years of public accounting tax experience.
• Experience with regional or national public accounting firms is highly preferred.
• Strong experience preparing and reviewing tax returns for:
  • High-net-worth individuals
  • Partnerships
  • S Corporations
  • C Corporations
• Strong knowledge of federal tax law, tax planning strategies, and tax research.
• Working knowledge of GAAP, GAAS, and financial reporting standards.
• Experience utilizing tax software and research tools such as CCH, ProSystem fx, or similar platforms.
• Advanced proficiency with Microsoft Office Suite.

Preferred Skills

• Excellent analytical and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to manage multiple engagements and deadlines simultaneously.
• Demonstrated leadership experience with the ability to mentor and develop staff.
• Strong organizational skills and attention to detail.
• Professional, client-focused approach with a collaborative mindset.
• Self-motivated with the ability to work independently while partnering effectively with firm leadership.

Why Join?

This is an opportunity to join a respected and growing public accounting firm that offers exposure to sophisticated tax work, meaningful client relationships, career advancement opportunities, and a collaborative team environment. The firm values technical excellence, professional development, and long-term employee success.