Tax Manager | CPA | Public Accounting

Phoenix VX; Cape Coral (FL); On-site; USD 150,000 - 195,000; Full time

Benefits offered by this job

Discretionary bonus

Medical/dental/vision insurance

401(k) match

PTO & holidays

Life and disability insurance

Growth opportunities

Portfolio management

Job summary

Phoenix VX is seeking an experienced Tax Manager (CPA) to join a full-service tax, accounting, and advisory firm in Fort Myers, Florida. This role offers meaningful client ownership, leadership growth, and a path toward senior-level partnership transition.

The ideal candidate has 7+ years of tax experience, CPA certification, and strong expertise in high-net-worth and complex taxation. The position is on-site in Fort Myers with a competitive base salary and a comprehensive benefits package.

Qualifications

• Active CPA certification required.
• Minimum 7 years of public accounting or relevant tax experience.
• Experience preparing and reviewing complex individual and business tax returns.
• Strong technical expertise in partnership taxation, S-Corporations, C-Corporations, and high-net-worth individual taxation.
• Working knowledge of trust and estate taxation.
• Experience managing multiple tax engagements and maintaining client relationships.
• Comprehensive understanding of federal, state, and local tax laws and compliance requirements.
• Strong analytical, tax research, and problem-solving capabilities.
• Excellent organizational skills and the ability to meet competing deadlines.
• Effective interpersonal and communication skills, with the confidence to advise business owners and sophisticated tax clients.
• Ability to work independently, exercise professional judgment, and collaborate with partners and other tax professionals.
• Ability to work fully on-site in Fort Myers, Florida.

Responsibilities

• Prepare, review, and oversee complex federal, state, and local tax returns for individuals, high-net-worth clients, C-Corporations, S-Corporations, partnerships, trusts, and estates.
• Manage complex partnership taxation, including pass-through entities and related tax reporting requirements.
• Review tax filings for accuracy, regulatory compliance, and identification of potential tax-saving opportunities.
• Research and interpret complex tax matters and evolving federal, state, and local tax regulations.
• Support clients through tax audits, examinations, notices, and inquiries from taxing authorities.
• Assume increasing responsibility for an established $1M book of business through a structured transition with a senior partner.
• Serve as a primary tax advisor to business owners, executives, high-net-worth individuals, and other established clients.
• Develop and implement proactive tax planning strategies to minimize liabilities and support clients' financial and business objectives.
• Manage multiple client engagements, ensuring timely deliverables, technical accuracy, and exceptional service.
• Build trusted, long-term client relationships through responsive communication and strategic guidance.
• Identify additional tax planning and advisory opportunities within the existing client portfolio.
• Collaborate closely with firm partners throughout the client portfolio transition.
• Provide technical guidance, mentoring, and review support to junior and staff-level tax professionals.
• Coordinate engagement priorities, workloads, and deadlines across multiple assignments.
• Contribute to process improvements, quality control, and efficient tax engagement management.
• Support the firm's continued growth through exceptional client service and relationship development.

Skills

Tax advisory

Client management

Research & analysis

Mentoring staff

Education

CPA certification

7+ years public accounting/tax experience

Job description

Our client is seeking an experienced Tax Manager (CPA) to join an established, full-service tax, accounting, and business advisory firm in Fort Myers, Florida. For a Tax Manager seeking meaningful client ownership, increased leadership responsibilities, and long-term professional growth, this opportunity offers a well-established foundation for continued career development.

This is a unique opportunity for an accomplished tax professional to assume responsibility for an established $1 million client book of business as a senior partner begins transitioning toward retirement. The selected candidate will work closely with the partner to ensure continuity of client relationships, maintain exceptional service standards, and gradually assume greater responsibility for managing and growing the portfolio.

The firm offers the technical resources and capabilities of a larger organization while maintaining the personalized client relationships, collaborative environment, and accessibility of a smaller practice.

The ideal candidate brings 7+ years of public accounting or relevant tax experience, an active CPA certification, and strong expertise in complex individual, business, partnership, and high-net-worth taxation.

Key Responsibilities

Tax Compliance & Technical Expertise

• Prepare, review, and oversee complex federal, state, and local tax returns for individuals, high-net-worth clients, C-Corporations, S-Corporations, partnerships, trusts, and estates.
• Manage complex partnership taxation, including pass-through entities and related tax reporting requirements.
• Review tax filings for accuracy, regulatory compliance, and identification of potential tax-saving opportunities.
• Research and interpret complex tax matters and evolving federal, state, and local tax regulations.
• Support clients through tax audits, examinations, notices, and inquiries from taxing authorities.
• Assume increasing responsibility for an established $1M book of business through a structured transition with a senior partner.
• Serve as a primary tax advisor to business owners, executives, high-net-worth individuals, and other established clients.
• Develop and implement proactive tax planning strategies to minimize liabilities and support clients' financial and business objectives.
• Manage multiple client engagements, ensuring timely deliverables, technical accuracy, and exceptional service.
• Build trusted, long-term client relationships through responsive communication and strategic guidance.
• Identify additional tax planning and advisory opportunities within the existing client portfolio.

Leadership & Practice Development

• Collaborate closely with firm partners throughout the client portfolio transition.
• Provide technical guidance, mentoring, and review support to junior and staff-level tax professionals.
• Coordinate engagement priorities, workloads, and deadlines across multiple assignments.
• Contribute to process improvements, quality control, and efficient tax engagement management.
• Support the firm's continued growth through exceptional client service and relationship development.

REQUIRED QUALIFICATIONS

• Active CPA certification required.
• Minimum 7 years of public accounting or relevant tax experience required.
• Demonstrated experience preparing and reviewing complex individual and business tax returns.
• Strong technical expertise in partnership taxation, S-Corporations, C-Corporations, and high-net-worth individual taxation.
• Working knowledge of trust and estate taxation.
• Experience managing multiple tax engagements and maintaining client relationships.
• Comprehensive understanding of federal, state, and local tax laws and compliance requirements.
• Strong analytical, tax research, and problem-solving capabilities.
• Excellent organizational skills and the ability to meet competing deadlines.
• Effective interpersonal and communication skills, with the confidence to advise business owners and sophisticated tax clients.
• Ability to work independently, exercise professional judgment, and collaborate with partners and other tax professionals.
• Ability to work fully on-site in Fort Myers, Florida.

PREFERRED QUALIFICATIONS

• Experience in a public accounting, CPA, or full-service tax advisory firm.
• Previous responsibility for managing a substantial client portfolio or book of business.
• Experience advising closely held businesses, entrepreneurs, partnerships, and high-net-worth individuals.
• Demonstrated ability to build long-term client relationships and identify proactive tax planning opportunities.
• Previous experience supervising, mentoring, or reviewing the work of other tax professionals.

COMPENSATION & BENEFITS

Annual Base Salary: $150,000 – $195,000, depending on qualifications and experience.

Additional benefits include:

• Discretionary performance bonus opportunity
• Medical, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off, sick leave, and paid holidays
• Life and disability insurance
• Collaborative and supportive work environment
• Professional growth and leadership development opportunities
• Opportunity to manage an established, substantial client portfolio

WHY CONSIDER THIS OPPORTUNITY?

Established Client Portfolio: Step into a significant, existing $1 million book of business rather than having to build a client base from the ground up.

Planned Partner Transition: Work directly with an experienced senior partner to develop client familiarity and ensure a smooth transition of responsibilities.

Meaningful Client Relationships: Serve as a trusted advisor to established business owners, high-net-worth individuals, and other long-standing clients.

Long-Term Career Potential: Take on an increasingly influential role within an established practice while developing deeper leadership and client management expertise.

Competitive Compensation: Earn a base salary of $150K–$195K, plus discretionary bonus potential and a comprehensive benefits package.

If you are an experienced CPA and Tax Manager with strong public accounting experience, technical expertise in complex taxation, and the ability to manage sophisticated client relationships, we encourage you to apply.

This opportunity is especially well-suited for a tax professional ready to move beyond traditional engagement management and assume greater responsibility for an established client portfolio.