Tax Manager, Private Client Services

Abacus Group; Florida; Hybrid; USD 110,000 - 140,000; Full time

Job summary

Abacus Group is seeking a Tax Manager, Private Client Services for their Hollywood, FL office. The role focuses on advising clients on tax planning, reviewing complex returns, and mentoring staff to deliver timely, high-quality work.

The candidate will lead multiple engagements and coordinate with external professionals to meet client objectives. The successful candidate will have 7+ years of progressive tax experience in public accounting, strong technical skills, and proficiency with tax

Qualifications

• 7+ years of progressive tax experience.
• Public accounting experience required.
• Strong technical expertise with review of individual, partnership, trust and gift tax returns.
• Proven leadership with ability to mentor staff and manage priorities.
• Excellent interpersonal, verbal and written communication with executive presence.
• Performing, documenting and summarizing tax research conclusions.
• Knowledge of CCH Axcess preferred.
• Proficient with MS Office and tax research platforms (CCH, BNA, RIA).

Responsibilities

• Advise clients on tax planning strategies for individuals, trusts, estates and pass-through entities.
• Cultivate long-term client relationships by delivering responsive service and tax savings.
• Review federal, state and local returns including various entity types.
• Research technical tax issues and prepare guidance on structuring and planning.
• Supervise tax professionals, review workpapers and mentor staff.
• Lead multiple client engagements with timelines, budgets, and deliverables.
• Coordinate with attorneys, wealth advisors and other professionals.
• Present tax planning recommendations and insights to support client goals.

Skills

Leadership

Communication

Mentoring

Tax research

Education

Tools

CCH Axcess

MS Office

Tax research tools (CCH, BNA, RIA)

Job description

Our client is a public accounting firm. They seek a Tax Manager, Private Client Services to join their Hollywood, FL office.

Responsibilities

• Advise clients on tax planning strategies for individuals, trusts, estates, partnerships, S corporations, and other pass-through entities
• Cultivate long-term client relationships by delivering responsive service and identifying tax-saving opportunities
• Review complex federal, state, and local tax returns, including individual, fiduciary, partnership, corporate, gift, and international filings
• Research technical tax issues and prepare guidance on entity structuring, compensation, multi-state taxation, retirement planning, and ownership transitions
• Supervise tax professionals by reviewing workpapers, mentoring staff, and supporting technical development
• Lead multiple client engagements while managing timelines, budgets, billing, and deliverable quality
• Coordinate with attorneys, wealth advisors, consultants, and other external professionals on client matters
• Present tax planning recommendations and technical insights to support client financial and business objectives

Requirements

• 7+ years of progressive tax experience
• Public accounting experience required
• Strong technical expertise and extensive experience reviewing individual, partnership, S-Corporation, trust, gift tax, and investment partnership returns
• Proven leadership skills with the ability to manage multiple priorities and mentor team members
• Strong interpersonal, verbal, and written communication skills with executive presence
• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues
• Knowledge of CCH Axcess preferred
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)

Job ID #48394

Tagged as: Hybrid Remote/Office