Tax Manager – Director

Jobtailor; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor, based in Naples, FL, seeks an experienced tax professional to lead complex engagements for franchise ownership clients and high-net-worth individuals. You will guide tax strategy, ensure compliance, and develop a high-performing team in a collaborative environment.

The role emphasizes client advisory, strong technical tax knowledge, and active participation in industry events to drive business growth and client success.

Qualifications

• Minimum 6 years of experience in tax at a public accounting or professional services firm.
• Bachelor’s Degree in Accounting, Finance, or related field.
• Active JD, CPA, or EA certification.
• Ability to support and foster aspiring career goals.
• Willingness to help others and join a high-performing team.
• Ability to solve issues and bring solutions to the table.
• Ability to work with clients to help their businesses succeed strategically.

Responsibilities

• Consult with franchise ownership clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members.
• Foster and build opportunities for clients, communities, and people.
• Attend industry-leading events and trainings.
• Perform tax procedures according to engagement size and complexity.
• Review complex partnership, S-corp, pass-thru, and high-net-worth personal tax returns.

Skills

Tax Planning

Client Consultation

Team Development

CPA Certification

Public Accounting Experience

Education

Bachelor's Degree in Accounting/Finance

Tools

Tax Procedures

Partnership Tax Returns

S-Corp Tax Returns

Pass-Thru Tax Returns

High Net Worth Tax Returns

Job description

• Consult with franchise ownership clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members
• Foster and build opportunities for clients, communities, and people
• Attend industry-leading events and trainings
• Perform tax procedures according to engagement size and complexity
• Review complex partnership, S-corp, pass-thru, and HNW personal tax returns

Requirements

• Minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm
• Bachelor’s Degree in Accounting, Finance, or a related field
• Active JD, CPA, or EA certification
• Ability to support and foster aspiring career goals
• Willingness to help others and join a team of high-performing people
• Ability to solve issues and bring solutions to the table
• Ability to work with clients to help their businesses succeed strategically

Core Competencies

Demonstrates expertise in tax planning, compliance, and client consultation, with a strong focus on developing team capabilities and fostering client success. Holds relevant certifications and extensive experience in public accounting and professional services.

Highest-signal resume keywords

• Tax Planning
• Client Consultation
• Team Development
• CPA Certification
• Public Accounting Experience

ATS Optimization Keywords

Hard Skills

• Tax Procedures
• Partnership Tax Returns
• S-Corp Tax Returns
• Pass-Thru Tax Returns
• High Net Worth Personal Tax Returns

Soft Skills

• Problem Solving
• Team Collaboration
• Client Relationship Management

Certifications & Qualifications

• JD Certification
• CPA Certification
• EA Certification

Industry Keywords

• Franchise Ownership
• Succession Planning
• Tax Engagements
• Professional Services
• Public Accounting