Tax Manager

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

Benefits offered by this job

Partnership track

Values-driven culture

Continuous learning support

Job summary

A dynamic tax consultancy firm is seeking an experienced Tax Manager to lead their new Sarasota office. This pivotal role offers a clear pathway to partnership while focusing on tax service delivery for high-value clients and mentoring local staff. Ideal candidates are CPA-certified with over 5 years of progressive tax experience, strong technical expertise, and the ability to work closely with executives. This position is perfect for those ready to take an entrepreneurial step in their career.

Qualifications

• 5+ years of progressive tax experience.
• Strong technical expertise across individual and business taxation.
• Confident working with executives, entrepreneurs, and high-net-worth individuals.

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 and strategic growth efforts in the Sarasota market.

Skills

CPA or equivalent

Progressive tax experience

Strong technical expertise in taxation

Communication skills

Leadership skills

Education

Bachelor's degree in Accounting or related field

Job description

Tax Manager - Sarasota, FL

Morling & Company

Are you ready to step into a role that blends technical tax leadership with entrepreneurial opportunity? Morling & Company is launching its new Sarasota 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 Sarasota 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 Sarasota 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 Sarasota?

• 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 Sarasota 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) Sarasota, 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 Sarasota office.