Tax Manager

Distinct | North America; West Palm Beach (FL); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive pay

401(k) match

Health insurance

Dental insurance

Vision insurance

Annual bonuses

Hybrid work

Job summary

Distinct | North America in West Palm Beach is seeking a Tax Manager to lead tax engagements for high-net-worth individuals, partnerships, trusts and nonprofit clients. You’ll review returns (1040, 1041, 1065, 990), manage relationships and mentor junior staff in a supportive, less hierarchical environment.

The firm offers flexibility with hybrid work, competitive compensation, a 401(k) match, health, dental and vision insurance and discretionary bonuses in summer and Christmas.

Qualifications

• Strong recent Public Accounting tax experience, ideally at Tax Manager level or a Senior ready to step up.
• Experience reviewing 1040, 1041, 1065 and 990 returns
• Solid experience with HNW individuals, Partnerships, Trusts and Non Profit organisations
• Confidence managing client relationships and reviewing the work of junior staff
• Form 990 experience is particularly important

Responsibilities

• Manage own clients, review returns and support junior staff.
• Build trust and maintain relationships with clients in a hybrid-friendly environment.
• Contribute to a collaborative firm culture with minimal hierarchy.

Skills

Public Accounting tax experience

Tax manager level

Reviewing returns 1040/1041/1065/990

HNW individuals experience

Partnerships/Trusts/Non-Profit

Client relationships

Staff supervision

Form 990 experience

Education

CPA or EA preferred

Job description

If you've spent the last few years at a larger CPA firm, you might be wondering whether moving somewhere smaller would actually make much difference to your working life.

Well, I've helped two people make that exact move to this firm over the past year, and both have had very positive things to say. More flexibility, better support and, perhaps most importantly, feeling trusted to get on with their jobs.

This established West Palm Beach CPA firm has been around since the 80s, and people tend to stay. Not because they're stuck, but because they're genuinely happy there.

One of the Partners has a pretty simple philosophy: \"Family comes first. Always.\" and from what I've seen and heard from those 2 I helped get a job here, they actually mean it.

Busy season doesn't really ramp up until March, with hours typically peaking at around 50 to 55 for a few weeks before April 15. There's hybrid flexibility, approachable Partners and none of the unnecessary hierarchy you might be used to.

You’ll still have plenty of responsibility, managing your own clients, reviewing returns and supporting junior staff, but you’ll have the freedom and support to do your job properly.

What they're looking for:

• Strong recent Public Accounting tax experience, ideally at Tax Manager level or a Senior ready to step up.


• Experience reviewing 1040, 1041, 1065 and 990 returns


• Solid experience with HNW individuals, Partnerships, Trusts and Non Profit organisations


• Confidence managing client relationships and reviewing the work of junior staff


• CPA or EA preferred

Form 990 experience is particularly important, as the firm has an established Non Profit client base.

• competitive compensation


• a 401(k) match


• health, dental and vision insurance


• discretionary bonuses in the summer and at Christmas


• plus hybrid flexibility

It’s a good opportunity for someone who enjoys being a Tax Manager but would quite like a life outside of being one, too.