Tax Manager

AOB Recruitment; Miami (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

AOB Recruitment is seeking an experienced Tax Manager to oversee complex engagements for high-net-worth individuals, partnerships, trusts, and professional services clients in a hybrid Miami area role. You will lead planning, review returns, mentor staff, and manage client relationships.

This client-facing position requires CPA, 7+ years in public accounting tax, and strong skills in multi-state taxation, K-1 allocations, and entity structuring.

Qualifications

• CPA required.
• 7+ years of public accounting tax experience.
• Strong technical expertise in high-net-worth taxation, partnership taxation, trust taxation, and pass-through taxation.

Responsibilities

• Manage and review complex tax engagements for high-net-worth individuals, partnerships, S-Corps, trusts, and related entities.
• Lead strategic tax planning, including multi-state taxation and entity structuring.
• Mentor staff, manage client relationships, and coordinate with attorneys, wealth advisors, and other professionals.
• Stay current with tax legislation and provide strategic tax advice to clients.

Skills

Leadership

Communication

Project management

Client relationships

Education

CPA certification

Job description

Work Model: Hybrid
Location: Miami, Fort Lauderdale, or Hollywood, FL

About the Role

We are seeking an experienced Tax Manager to oversee complex tax engagements for high-net-worth individuals, professional services clients, trusts, partnerships, and related entities.

This is a highly client-facing role offering the opportunity to lead sophisticated tax planning and compliance engagements, provide strategic tax advice, mentor tax professionals, and contribute to long-term client relationships and growth.

Key Responsibilities

Manage and review complex tax engagements involving:

High-net-worth individuals

Partnerships

S-Corporations

Trusts

Gift tax

Related entities

Serve as a trusted tax advisor to high-net-worth individuals and professional services clients.

Develop and implement strategic tax planning solutions related to compensation structures, K-1 allocations, multi-state taxation, and entity structuring.

Lead multiple client engagements while managing budgets, workflow, deliverables, and deadlines.

Review tax returns, workpapers, and other engagement deliverables for accuracy and technical quality.

Mentor, develop, and review the work of staff and senior-level tax professionals.

Coordinate with attorneys, wealth advisors, and other external professionals on client matters.

Research and resolve complex tax issues.

Identify and communicate tax planning opportunities.

Build and maintain strong, long-term client relationships.

Stay current with changes in tax legislation, regulations, and industry developments.

Required Qualifications

CPA required.

7+ years of public accounting tax experience.

Strong technical expertise in:

High-net-worth individual taxation

Partnership taxation

Trust taxation

Pass-through taxation

Demonstrated experience managing client relationships and leading tax engagements.

Strong leadership and team-management skills.

Excellent written and verbal communication skills.

Strong project management, organization, and prioritization abilities.

Preferred Qualifications

Experience with multi-state taxation.

Experience managing complex multi-entity tax structures.

Experience advising high-net-worth individuals and professional services clients.

Strong tax planning and advisory experience.

Experience collaborating with attorneys, wealth advisors, and other professional advisors.

What We Offer

High-level advisory exposure with sophisticated clients.

Opportunities for expanded leadership responsibilities.

Collaborative working environment with strong technical resources.