Tax Manager: Private Firms & High-Net-Worth Clients

Purvis, Gray & Company, LLP ~ Certified Public Accountants; Orlando (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

Purvis Gray is seeking a Tax Manager to join our growing team in Florida. You will lead tax engagements for privately held companies, entrepreneurs, and high-net-worth individuals, delivering compliant and strategic advisory services.

You will mentor staff, deepen client relationships, and oversee engagement budgeting and billing while performing technical research and developing recommendations to optimize tax outcomes.

Qualifications

• Active CPA license
• Minimum 6+ years of relevant tax experience in public accounting or corporate/public blend
• Advanced knowledge of flow-through and pass-through taxation
• Strong leadership and project management skills
• Excellent communication, client service, and analytical abilities

Responsibilities

• Lead multiple tax engagements from planning to delivery.
• Provide consulting and compliance services to privately held businesses and individuals.
• Supervise and mentor staff in a team-oriented environment.
• Perform technical tax research and develop strategic recommendations.
• Identify and implement tax planning opportunities for clients.
• Manage client relationships and deliver a high level of service.
• Oversee engagement economics including budgeting, billing, and collections.
• Review tax forms for individuals, exemptions, partnerships, and corporations.

Skills

Leadership

Project management

Communication

Analytical abilities

Education

Bachelor's degree in Accounting

Master’s in Tax or JD/LLM (plus)

Job description

Purvis Gray is seeking a Tax Manager to join our growing team in Florida. You will lead tax engagements for privately held companies, entrepreneurs, and high-net-worth individuals, delivering compliant and strategic advisory services.

You will mentor staff, deepen client relationships, and oversee engagement budgeting and billing while performing technical research and developing recommendations to optimize tax outcomes.