Tax Manager

SR Staffing; West Palm Beach (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Employer-paid health insurance

401(k) with company match

PTO 2–6 weeks

100 hours in-house training

Job summary

SR Staffing is seeking a licensed CPA to serve sophisticated clients in West Palm Beach, including high-net-worth individuals and closely held businesses. The role offers meaningful growth, leadership exposure, and a strong work-life balance relative to public accounting.

The position emphasizes tax research, planning, and reviewing returns, with collaboration across firm leadership on tax matters. You will mentor staff, manage multiple engagements, and cultivate lasting client relationships.

Qualifications

• CPA required
• 5–10+ years of public accounting tax experience
• Strong experience with High-Net-Worth Individuals and Pass-Through Entities
• Tax return review experience required
• Regional or National Accounting Firm experience preferred
• Strong technical tax, analytical, and research skills
• Experience with tax technology such as CCH/Wolters Kluwer, ProSystem fx Tax, Engagement, Fixed Assets, or similar platforms
• Bachelor's degree in Accounting required; Master's in Taxation or LL.M. preferred
• Excellent communication, leadership, and client management skills

Responsibilities

• Review complex tax returns for High-Net-Worth Individuals, Partnerships, S Corporations, and C Corporations
• Perform and review tax research on a variety of federal and state tax matters
• Identify and implement tax planning strategies designed to maximize client savings
• Serve as a trusted advisor to clients and collaborate closely with firm leadership on tax matters
• Manage multiple client engagements and deadlines
• Mentor, develop, and supervise tax staff
• Build and maintain strong client relationships through exceptional service

Skills

Technical tax skills

Communication & leadership

Analytical & research

Client management

Education

Bachelor's in Accounting

Master's in Taxation or LL.M.

Tools

CCH/Wolters Kluwer

ProSystem fx Tax

Engagement

Fixed Assets

Job description

About the Role

This is an excellent opportunity for a CPA looking to work with sophisticated clients, including high-net-worth individuals and closely held businesses, while enjoying significant professional growth, leadership exposure, and a strong work-life balance relative to public accounting.

Responsibilities

• Review complex tax returns for High-Net-Worth Individuals, Partnerships, S Corporations, and C Corporations
• Perform and review tax research on a variety of federal and state tax matters
• Identify and implement tax planning strategies designed to maximize client savings
• Serve as a trusted advisor to clients and collaborate closely with firm leadership on tax matters
• Manage multiple client engagements and deadlines
• Mentor, develop, and supervise tax staff
• Build and maintain strong client relationships through exceptional service

Qualifications

• CPA required
• 5–10+ years of public accounting tax experience
• Strong experience with High-Net-Worth Individuals and Pass-Through Entities
• Tax return review experience required
• Regional or National Accounting Firm experience preferred
• Strong technical tax, analytical, and research skills
• Experience with tax technology such as CCH/Wolters Kluwer, ProSystem fx Tax, Engagement, Fixed Assets, or similar platforms
• Bachelor's degree in Accounting required; Master's in Taxation or LL.M. preferred
• Excellent communication, leadership, and client management skills

Required Skills

• Strong technical tax, analytical, and research skills
• Excellent communication, leadership, and client management skills

Preferred Skills

• Experience with tax technology such as CCH/Wolters Kluwer, ProSystem fx Tax, Engagement, Fixed Assets, or similar platforms
• Regional or National Accounting Firm experience preferred

Pay range and compensation package

• Base salary: $100,000–$150,000, depending on experience
• Employer-paid health insurance for employees
• 401(k) with company match up to 5%
• PTO ranging from 2–6 weeks based on experience
• 100 hours of in-house training annually
• Strong career growth and leadership opportunities

Equal Opportunity Statement

The firm is committed to maintaining reasonable busy season expectations:

• Busy Season: Approximately 50–55 hours per week
• Busy Season Schedule: (February 15 – April 15 and August 15 – October 15)