Certified Public Accountant

TalentWealth; West Palm Beach (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

TalentWealth is working with a well-established West Palm Beach CPA firm seeking a Tax Manager to lead a portfolio of individual and business tax clients, serving as the primary contact for client relationships. The role includes supervising bookkeepers and financial reporting, preparing and reviewing 1040, 1065, and 1120S returns, and providing proactive tax planning for diverse client needs.

The ideal candidate holds a CPA or EA license, brings 3+ years of public accounting experience, and

Qualifications

• CPA or EA designation required (active license/credential)
• 3+ years of public accounting experience with a focus on individual and pass-through entity taxes
• Experience preparing and reviewing 1040, 1065, and 1120S returns
• Experience working directly with clients and managing ongoing client relations
• Experience overseeing bookkeeping/financial statements
• Experience handling IRS correspondence, notices, and resolution matters
• Strong communication skills, both written and verbal
• Detail-oriented with strong organizational and time-management skills
• Proficiency with tax software (Drake Tax experience a plus) and standard bookkeeping platforms (e.g., QuickBooks)

Responsibilities

• Prepare, review, and manage individual (1040), partnership (1065), and S-corporation (1120S) tax returns
• Serve as the direct point of contact for an assigned book of clients, building and maintaining strong relationships
• Provide proactive, year-round tax planning and strategy recommendations tailored to each client's situation
• Oversee and review the work of bookkeepers for assigned clients, ensuring accurate and timely financial statements
• Respond to client questions and requests in a timely, professional manner throughout the year
• Represent clients before the IRS and state taxing authorities on notices, audits, and resolution matters
• Identify planning opportunities, compliance risks, and process improvements for clients
• Collaborate with firm leadership on client service strategy and staff development
• Stay current on tax law changes and communicate relevant updates to clients and staff

Skills

Public accounting

Tax planning

Tax compliance

Client relationships

Communication

Attention to detail

Time management

IRS correspondence

Education

CPA or EA designation

Tools

Drake Tax

QuickBooks

Job description

Our client, a well-established CPA firm in West Palm Beach, Florida, is seeking a Tax Manager to join their growing team. The firm focuses on providing individual and business tax preparation, bookkeeping, payroll, and financial statement services to a diverse client base, including independent financial advisors, small businesses, and not-for-profit organizations

Position Summary

ryWe are seeking a CPA or EA to manage a portfolio of individual and business tax clients, serving as a primary point of contact for client relationships. This role oversees tax preparation and planning for individual (1040), partnership (1065), and S-corporation (1120S) returns, while also supervising the bookkeepers and financial reporting for assigned clients. The ideal candidate combines strong technical tax expertise with the relationship and leadership skills needed to manage client accounts end-to-en

Responsibilities

• iesPrepare, review, and manage individual (1040), partnership (1065), and S-corporation (1120S) tax retu
• rnsServe as the direct point of contact for an assigned book of clients, building and maintaining strong relationsh
• ipsProvide proactive, year-round tax planning and strategy recommendations tailored to each client's situat
• ionOversee and review the work of bookkeepers for assigned clients, ensuring accurate and timely financial stateme
• ntsRespond to client questions and requests in a timely, professional manner throughout the y
• earRepresent clients before the IRS and state taxing authorities on notices, audits, and resolution matt
• ersIdentify planning opportunities, compliance risks, and process improvements for clie
• ntsCollaborate with firm leadership on client service strategy and staff developm
• entStay current on tax law changes and communicate relevant updates to clients and st

Qualifications

• ionsCPA or EA designation required (active license/credent
• ial)3+ years of public accounting experience with a focus on individual and pass-through entity taxa
• tionDemonstrated experience preparing and reviewing 1040, 1065, and 1120S ret
• urnsExperience working directly with clients and managing ongoing client relations
• hipsPrior experience overseeing or reviewing bookkeeping/financial statement
• workExperience handling IRS correspondence, notices, and resolution mat
• tersStrong communication skills, both written and ve
• rbalDetail-oriented with strong organizational and time-management sk
• illsProficiency with tax preparation software (Drake Tax experience a plus) and standard bookkeeping platforms (e.g., QuickBo