Tax Manager Individuals & Partnerships

Phaxis; Fort Lauderdale (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k)

Job summary

A leading boutique public accounting firm in Fort Lauderdale seeks an experienced Tax Manager to manage complex tax engagements and build long-term client relationships. This role offers professional autonomy and access to sophisticated clients across various industries, including real estate and investment partnerships. The ideal candidate will have a CPA license and a minimum of 6 years of public accounting experience, focusing on individual and partnership taxation.

Qualifications

• Minimum of 6 years of experience in public accounting.
• Proven ability to manage client relationships.

Responsibilities

• Lead preparation of federal and state tax returns.
• Deliver tax planning strategies for clients.
• Mentor and supervise a team of tax professionals.

Skills

Client Relationship Management

Tax Advisory

Wealth Transfer Strategies

Charitable Giving

Education

CPA License

MST or JD

Tools

GoSystem

CCH Axcess

Microsoft Excel

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Phaxis

A highly regarded boutique public accounting firm in Fort Lauderdale is seeking an experienced Tax Manager with expertise in both high-net-worth individual and partnership taxation. This is a client-facing role with direct responsibility for managing complex tax engagements and building long-term client relationships.

This opportunity offers a unique blend of technical challenge, professional autonomy, and access to sophisticated clients across industries including real estate, investment partnerships, and family offices.

Key Responsibilities:

• Lead and review the preparation of federal and state tax returns for high-net-worth individuals (1040), partnerships (1065), and related filings.
• Deliver tax planning strategies for clients involving wealth transfer, charitable giving, business structuring, and succession planning.
• Interpret complex partnership agreements and manage capital account and basis calculations.
• Provide tax advisory on multi-entity structures and transactions.
• Serve as a primary point of contact for assigned clients and coordinate with their attorneys, wealth advisors, and other professionals.
• Mentor and supervise a team of tax professionals to support development and technical growth.

Qualifications:

• CPA license required; MST or JD is a plus.
• Minimum of 6 years of experience in public accounting with a focus on individual and partnership taxation.
• Proven ability to manage client relationships and deliver consultative advice.
• Strong working knowledge of Subchapter K and high-net-worth individual tax matters.
• Proficient in relevant tax software (e.g., GoSystem, CCH Axcess) and Microsoft Excel.

What You Can Expect:

• Competitive compensation with performance-based bonuses
• Clear path to Director and Partner-level opportunities
• Exposure to sophisticated clients and complex tax matters
• Supportive, collaborative work environment with a strong mentorship culture

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Consulting

• Industries

  Accounting and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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