Tax Manager

YO AI Labs; Miami (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

YO AI Labs in Miami, FL is seeking a Tax Manager to lead sophisticated tax planning and compliance engagements for high-net-worth and professional services clients. This role is highly client-facing and requires strong leadership to mentor staff while coordinating with attorneys and wealth advisors.

You will manage complex tax returns for individuals, partnerships, trusts, and gifts, oversee budgets and deadlines, and drive multi-state and multi-entity tax strategies.

Qualifications

• CPA required.
• 7+ years of public accounting tax experience.
• Strong technical expertise in HNW, partnership, trust, and pass-through taxation.
• Experience managing client relationships and leading engagements.
• Strong leadership, communication, and project management skills.
• Experience with multi-state and multi-entity taxation preferred.

Responsibilities

• Manage and review complex individual, partnership, S-corporation, trust, and gift tax engagements.
• Serve as a primary advisor to high-net-worth and professional services clients.
• Provide strategic tax planning around compensation structures, K-1 allocations, multi-state issues, and entity structuring.
• Lead multiple client engagements and manage budgets, workflow, and deadlines.
• Mentor, develop, and review the work of staff and seniors.
• Coordinate with attorneys, wealth advisors, and other outside professionals on client matters.
• Research and resolve complex tax issues and planning opportunities.

Skills

CPA

Tax expertise

Client management

Leadership

Multi-state taxation

Public accounting

Education

CPA certification

Job description

Role : Tax Manager

Domain : Accounting/Corporate Finance

Job Type: Full Time

Location : Miami, USA

Experience: 6-17 Years

Job Summary: This role is highly client-facing and offers the opportunity to lead sophisticated tax planning and compliance engagements while mentoring teams and contributing to long-term client growth.

Key Responsibilities:

• Manage and review complex individual, partnership, S-corporation, trust, and gift tax engagements.
• Serve as a primary advisor to high-net-worth and professional services clients.
• Provide strategic tax planning around compensation structures, K-1 allocations, multi-state issues, and entity structuring.
• Lead multiple client engagements and manage budgets, workflow, and deadlines.
• Mentor, develop, and review the work of staff and seniors.
• Coordinate with attorneys, wealth advisors, and other outside professionals on client matters.
• Research and resolve complex tax issues and planning opportunities.

Skills and Background:

• CPA required
• 7+ years of public accounting tax experience.
• Strong technical expertise in HNW, partnership, trust, and pass-through taxation.
• Experience managing client relationships and leading engagements.
• Strong leadership, communication, and project management skills.
• Experience with multi-state and multi-entity taxation preferred