Tax Manager: Lead Growth & Path to Partnership (Sarasota)

Morling & Company; Sarasota (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Partnership track

Values-driven culture

Continuous learning support

Job summary

A dynamic tax consultancy firm is seeking an experienced Tax Manager to lead their new Sarasota office. This pivotal role offers a clear pathway to partnership while focusing on tax service delivery for high-value clients and mentoring local staff. Ideal candidates are CPA-certified with over 5 years of progressive tax experience, strong technical expertise, and the ability to work closely with executives. This position is perfect for those ready to take an entrepreneurial step in their career.

Qualifications

• 5+ years of progressive tax experience.
• Strong technical expertise across individual and business taxation.
• Confident working with executives, entrepreneurs, and high-net-worth individuals.

Responsibilities

• Lead preparation, review, and sign-off of complex individual and business tax returns.
• Drive proactive tax planning strategies aligned with clients' goals.
• Serve as trusted advisor to clients, delivering insights and exceptional service.
• Mentor and develop tax staff; help build a strong, collaborative local team.
• Contribute to business development and strategic growth efforts in the Sarasota market.

Skills

CPA or equivalent

Progressive tax experience

Strong technical expertise in taxation

Communication skills

Leadership skills

Education

Bachelor's degree in Accounting or related field

Job description

A dynamic tax consultancy firm is seeking an experienced Tax Manager to lead their new Sarasota office. This pivotal role offers a clear pathway to partnership while focusing on tax service delivery for high-value clients and mentoring local staff. Ideal candidates are CPA-certified with over 5 years of progressive tax experience, strong technical expertise, and the ability to work closely with executives. This position is perfect for those ready to take an entrepreneurial step in their career.