Tax Manager

Morling & Company; Fort Myers (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Partnership track opportunity

Opportunity for career growth

Diverse client exposure

Values-driven culture

Job summary

A full-service tax and consulting firm is seeking an experienced Tax Manager for its new Fort Myers office. In this role, you will lead tax service delivery for high-value clients, mentor a growing team, and drive strategic growth in the Florida market. Candidates should have a CPA and over 5 years of tax experience, with a strong focus on individual and business taxation. This position offers an exciting partnership track and the chance to make a meaningful impact in a thriving community.

Qualifications

• 5+ years of progressive tax experience required.
• Expertise across individual and business taxation is a must.
• Confident with high-net-worth individuals and executives.

Responsibilities

• Lead preparation and review of complex tax returns.
• Serve as trusted advisor, delivering insights and service.
• Mentor and develop local tax staff.

Skills

Strong communication skills

Leadership skills

Technical expertise in taxation

Proactive tax planning

Mentoring skills

Education

CPA (or equivalent)

Job description

Tax Manager - Fort Myers, Florida

Morling & Company

Are you ready to step into a role that blends technical tax leadership with entrepreneurial opportunity? Morling & Company is launching its new Fort Myers office, and we're seeking an experienced, forward-thinking Tax Manager to join us at the ground floor of a major growth initiative -- with a clear pathway to partnership.

About Morling & Company

Morling & Company is a full-service tax, accounting, and business consulting firm known for its professional, responsive, and high-quality service. Our mission is simple: Maximize Your Financial Well-Being.

We serve individuals, business owners, executives, and professionals with complex needs, offering tax planning, accounting, consulting, and business services.

With the opening of our Fort Myers location, you\'ll play a pivotal role in helping bring Morling\'s long-standing reputation for excellence to Southwest Florida.

The Opportunity

As Tax Manager, you will lead tax service delivery for high-value clients, mentor the local tax team, and help develop and grow the Fort Myers office. This role is designed for a leader who is excited by ownership, strategic growth, and playing a foundational role in a new market.

Most importantly, this position comes with a partnership track--ideal for someone ready to take the next step in their career.

Why Join Morling & Company in Fort Myers?

• Be part of launching and growing a brand-new office in a rising Florida market.
• Clear partnership track -- an opportunity to become an owner, not just an employee.
• A values-driven culture built on professionalism, responsiveness, and quality.
• Exposure to a diverse, sophisticated client base.
• A firm that supports continuous learning, career growth, and professional excellence.
• The chance to make a meaningful impact on both the firm and the community.

Key Responsibilities

• Lead preparation, review, and sign-off of complex individual and business tax returns.
• Drive proactive tax planning strategies aligned with clients\' goals.
• Serve as trusted advisor to clients, delivering insights and exceptional service.
• Mentor and develop tax staff; help build a strong, collaborative local team.
• Contribute to business development, process improvements, and strategic growth efforts in the Fort Myers market.
• Assume increasing leadership responsibilities as part of the partnership path.

Who You Are

• CPA (or equivalent) required, with 5+ years of progressive tax experience.
• Strong technical expertise across individual and business taxation.
• Confident working with executives, entrepreneurs, and high-net-worth individuals.
• Entrepreneurial mindset -- motivated by building, improving, and leading.
• Strong communication and leadership skills; enjoy mentoring rising professionals.
• Based in (or willing to relocate to) Fort Myers, FL.

Apply Today

If you're a driven tax professional ready to take ownership of your career, lead a team, and build something meaningful in a growing market, we encourage you to apply. Join Morling & Company and help shape the future of our new Fort Myers office.