Tax Manager

The Agency; North Port (FL); Presencial; USD 110.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance bonus

AI-enabled tools

Leadership opportunity

Descripción de la vacante

The Agency in North Port, FL seeks a Tax Manager (acting Principal) to lead a well-regarded CPA practice. You will own client relationships, oversee delivery, and guide daily operations with a hands-on, player-coach approach.

Ideal candidates have CPA preference, 6–8+ years in public accounting with multistate tax, and comfort applying AI tools to streamline routine work while focusing on planning and client reviews.

Formación

• CPA preferred; experienced EAs will be considered.
• 6–8+ years of public accounting experience, multistate tax.
• Experience leading or mentoring a team; hands-on in busy season.

Responsabilidades

• Lead the office as principal in charge, managing client relationships and daily operations.
• Supervise and coach a 4–6 staff team; review work for quality.
• Serve as senior technical reviewer, sign-offs on returns and deliverables.
• Remain hands-on with tax prep and planning for key clients.
• Grow client relationships and guide transition and ongoing engagement.
• Partner with leadership on growth initiatives and AI-enabled workflows.

Conocimientos

Team leadership

Public accounting

Multistate tax

Client relations

Educación

CPA preferred

Herramientas

AI tools

Descripción del empleo

Our client is a modern accounting platform that acquires established CPA practices and gives them the technology, capital, and support most independent firms can’t access on their own.

They’re seeking a Tax Manager (acting Principal) to lead a well-regarded practice in the North Port area. The office comes with a loyal client base and an experienced team already in place, giving the right person the chance to step into a stable business and shape where it goes next.

Key Responsibilities:

• Lead the office as principal in charge, with ownership of client relationships, quality, delivery, and daily operations
• Manage and develop a team of 4-6 staff, supervising work and coaching staff in a collaborative environment
• Serve as the senior technical reviewer and sign off on returns and client deliverables
• Stay hands-on with tax preparation and planning for the clients who benefit most from your expertise
• Build lasting client relationships and guide clients through the transition and beyond
• Partner with leadership on growth initiatives, bring AI tools into the practice, and help scale what’s working

Required Qualifications:

• CPA preferred; experienced EAs will be considered
• 6-8+ years of public accounting experience, including multistate tax work
• Experience leading or mentoring a team, or clear readiness to step into that role
• Comfort staying hands-on through busy season as a true player-coach
• Interest in how AI and modern technology are changing the accounting profession
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• Flexible base salary for the right candidate
• Performance bonus tied to client retention and office growth
• AI-assisted technology that takes on routine work, so your time goes to review, planning, and clients
• A more manageable busy season by design
• A meaningful voice in how the platform grows

This is a strong opportunity for a Manager who’s ready to lead an office of their own, with the backing of a firm that’s investing in a better way to run a CPA practice.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.