Tax Manager Client Advisory and Tax Planning

Caliber Recruiting Group; Boca Raton (FL); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical Insurance

401(k)

Dental Insurance

Hybrid/Remote options

PTO

Job summary

Caliber Recruiting Group partners with a growing CPA and business advisory services firm in Boca Raton, FL to recruit a senior tax professional.

The role supports tax planning and advisory services for private and public clients across multiple industries, with leadership duties and a potential partner track in a rapidly expanding firm.

This opportunity offers hybrid/remote options, a competitive salary of $130k–$170k plus bonus, and a full benefits package including medical, 401(k), and dental.

Qualifications

• Bachelor's degree in accounting or equivalent required.
• 4-6 years public accounting experience; CPA or CPA in progress preferred.
• Experience with tax planning and advisory services for various entities.

Responsibilities

• Research and implement tax strategies for private and public businesses.
• Prepare and review tax returns for partnerships, C-Corps, S-Corps, estates and trusts.
• Lead and mentor junior tax staff; collaborate with partners on complex issues.

Skills

Tax accounting

Leadership

Tax research

Client relations

Education

Bachelor's Degree in Accounting

CPA preferred / CPA in progress

Enrolled Agent acceptable

Tools

CCH ProSystem

Thomson Reuters tax software

Job description

We have a new role partnering with a growing, top-rated CPA and business advisory services firm here in the absolutely gorgeous city of Boca Raton, FL.

This regionally based CPA firm helps hundreds of businesses in various industries including logistics, retail, distribution, manufacturing, healthcare, construction, and professional services. Services include Tax prep and review for C-Corps, S-Corps, estates, trusts, and partnerships.

If you are looking for a great role that provides growth and to work with amazing clients on tax planning and advisory services in a one-on-one environment, This opportunity does also have a partner track as a growing area firm, that is rapidly adding new clients in the area.

Responsibilities amp; Duties:

• Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work for private and public businesses.


• 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:

• Bachelors Degree in accounting or equivalent (Finance, Business, Data analytics)


• 4-6 years of public accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role.


• CPA preferred and or CPA in progress and ability to sit for CPA relatively soon


• Enrolled Agent also acceptable with 4-6 years of public accounting experience, (CPA type firm)


• 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

What you will receive:

• $130,000-$170,000 salary per year +bonus




• P0O, generous Policy




• Medical / Health Insurance employee subsidized




• 401(k)




• Dental HMO




• Full time




• Hybrid and remote options can be established