Tax Manager: Client Advisory & Planning (On-site)

MBC Talent Connections; Fort Myers (FL); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

PTO & holidays

Health insurance

401(k) match

Life & disability insurance

Career growth

Collaborative environment

Job summary

MBC Talent Connections is seeking a Tax Manager in Fort Myers, FL to prepare and review complex tax returns for individuals, high-net-worth clients, and businesses. This on-site role blends technical tax expertise with client advisory services and teamwork across our tax, accounting, and consulting practice.

You will mentor junior staff, stay current on tax law changes, and provide strategic tax planning and research to optimize client outcomes while meeting tight deadlines and delivering

Qualifications

• CPA certification preferred; CPA eligibility acceptable.
• Strong analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.
• Attention to detail and organizational ability.
• Ability to manage multiple priorities and meet deadlines.
• Ability to work independently and collaboratively.

Responsibilities

• Prepare and review federal, state, and local tax returns (individuals, C-Corp, S-Corp, partnership, trust, estate).
• Manage multiple tax engagements while meeting deadlines and client expectations.
• Provide tax planning, research, and advisory services.
• Identify tax-saving opportunities and develop client-specific strategies.
• Support clients with tax audits and inquiries from tax authorities.
• Build and maintain strong client relationships.
• Collaborate with accounting and advisory team members.
• Stay current on tax law changes at all levels.
• Mentor junior and staff-level tax professionals.

Skills

Analytical skills

Research skills

Problem-solving skills

Written communication

Verbal communication

Attention to detail

Organizational ability

Time management

Independent and collaborative work

Education

CPA certification

CPA eligibility

Job description

MBC Talent Connections is seeking a Tax Manager in Fort Myers, FL to prepare and review complex tax returns for individuals, high-net-worth clients, and businesses. This on-site role blends technical tax expertise with client advisory services and teamwork across our tax, accounting, and consulting practice.

You will mentor junior staff, stay current on tax law changes, and provide strategic tax planning and research to optimize client outcomes while meeting tight deadlines and delivering