Tax Manager

LeoForce; Naples (FL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Unlimited PTO

Flexible culture

Low off-season workload (~30 hours)

Job summary

LeoForce in Naples, FL seeks a Tax Manager to lead complex federal and state returns for ultra high net worth families, across 1040, 1065, and 1041 forms. You will mentor a small team of preparers and reviewers, and serve as the trusted advisor to high profile clients.

This on-site role requires an active CPA and deep expertise in individual, partnership, and trust taxation. Expect a competitive salary with a strong bonus program and a collaborative, boutique culture focused on high-touch

Qualifications

• Active CPA license with strong technical command across individual, partnership, and trust and estate taxation.

Responsibilities

• Review complex federal and state returns for ultra high net worth individuals and families, including multi-entity filings across 1040, 1065, and 1041.
• Mentor and guide a small team of preparers and reviewers to elevate technical quality and consistency.
• Partner with firm leadership on client strategy while partner retains final sign-off on most returns.

Education

CPA license

Job description

Tax Manager

Naples,FL, US

Job Description

Experience: Manager

Salary: $100,000 - $130,000 per year

Job Details

• Review complex federal and state returns for ultra high net worth individuals and families, including intricate multi entity filings across 1040, 1065, and 1041 forms
• Serve as a trusted advisor to high profile clients, building and deepening relationships built on discretion, technical excellence, and responsiveness
• Mentor and guide a small team of preparers and reviewers, elevating the technical quality and consistency of work product across the team
• Partner directly with firm leadership on client strategy while a partner retains final sign off on nearly all returns
• Requires an active CPA license and strong technical command across individual, partnership, and trust and estate taxation; base salary $100K to $130K depending on experience, plus bonus

A bit about us:

We are a boutique tax advisory firm built over the years on referrals and long standing relationships with some of the wealthiest families in the country. We work almost exclusively with ultra high net worth clients, ranging from five million to over a billion dollars in net worth, and we intentionally stay away from small business work so our team can focus on complex, high touch planning and compliance for a handful of exceptional families. We have grown so much through word of mouth that we are now turning away new business, and we are looking for the right leader to help us say yes to more of it.

Why join us?

• Work exclusively with billionaire and multi million dollar families on some of the most technically complex returns in the industry, spanning individual, partnership, and trust filings within the same family group
• Skip the compliance grind of preparer level sign off. Partners handle 95% of return signatures, so your focus stays on high level review, strategy, and client advisory
• Genuine flexibility with unlimited PTO, a relaxed and casual office culture, and a true off season with roughly 30 hour weeks outside of our two busy periods
• Strong, performance backed bonus structure of up to 20%, with 401k profit sharing and fully employer paid medical after 60 days
• Join a close knit, ten person team where your voice and expertise are immediately visible, not lost in a large firm hierarchy