Tax Manager- Business Entities, Partnerships, Estates

Caliber Recruiting Group; Heathrow (FL); Hybrid; USD 125,000 - 145,000; Full time

Benefits offered by this job

Medical / Health Insurance

401(k)

Dental Insurance

Hybrid/Remote options

Job summary

Caliber Recruiting Group is seeking a Tax Manager for a growing, top-rated locally owned CPA firm in Heathrow, FL. The role focuses on analytical tax work, planning, and reviewing returns for partnerships, C-Corps, S-Corps, HNW clients, trusts and estates.

You will lead and mentor staff while collaborating with partners on complex tax strategies and client issues. A Bachelor's in accounting is required; 4–6 years in public accounting with CPA preferred or in progress.

Qualifications

• Strong analytical and technical tax accounting skills to research and implement tax strategies.
• Experience with tax reviews for C-Corp, S-Corp, individuals, HNW, and complex entities.
• CPA preferred or CPA in progress; ability to sit for CPA exam soon.

Responsibilities

• Lead and mentor junior tax staff.
• Work with partners to review complex issues and client strategies.
• Perform tax prep and review for multiple entities including partnerships, C-Corps, S-Corps, HNW individuals, trusts and estates.

Skills

Analytical skills

Tax accounting

Leadership

Education

Bachelor's in accounting

CPA or CPA in progress

Tools

CCH

Pro System

Thompson Reuters

Job description

We have been engaged with a new role partnering with a growing, top-rated locally owned CPA firm in the Heathrow FL area (North Orlando FL area) in search for a Tax Manager.

This regional CPA firm really strives to provide a work life balance, a great support system for their staff, and a people-first mindset.

Responsibilities and Day to Day:

• Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies
• Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth individuals, as well as trusts and estate entities
• Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees
• Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients

Qualifications & Experience:

• Bachelors in accounting or equivalent (Finance, Business, Data analytics)
• 4-6 years of public accounting experience, preferable in a tax role and senior tax role
• CPA preferred and or CPA in progress and ability to sit for CPA relatively soon
• Experienced in a variety of Tax / accounting software programs including CCH, Pro System, and or other tax planning software (Thompson Reuters)
• Experience with tax review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements
• Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations

Pay and Benefits:

• $125,000-$145,000 salary per year
  
• PTO, generous Policy
• BS BA Bachelors degree required
• Medical / Health Insurance employee subsidized
• 401(k)
• Dental Insurance
• Full time
• Hybrid and remote options can be established

We look forward to connecting with you soon. -Andrew