Tax Practice Lead & Growth Partner (AI-Enabled)

The Agency; North Port (FL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Performance bonus

AI-enabled tools

Leadership opportunity

Job summary

The Agency in North Port, FL seeks a Tax Manager (acting Principal) to lead a well-regarded CPA practice. You will own client relationships, oversee delivery, and guide daily operations with a hands-on, player-coach approach.

Ideal candidates have CPA preference, 6–8+ years in public accounting with multistate tax, and comfort applying AI tools to streamline routine work while focusing on planning and client reviews.

Qualifications

• CPA preferred; experienced EAs will be considered.
• 6–8+ years of public accounting experience, multistate tax.
• Experience leading or mentoring a team; hands-on in busy season.

Responsibilities

• Lead the office as principal in charge, managing client relationships and daily operations.
• Supervise and coach a 4–6 staff team; review work for quality.
• Serve as senior technical reviewer, sign-offs on returns and deliverables.
• Remain hands-on with tax prep and planning for key clients.
• Grow client relationships and guide transition and ongoing engagement.
• Partner with leadership on growth initiatives and AI-enabled workflows.

Skills

Team leadership

Public accounting

Multistate tax

Client relations

Education

CPA preferred

Tools

AI tools

Job description

The Agency in North Port, FL seeks a Tax Manager (acting Principal) to lead a well-regarded CPA practice. You will own client relationships, oversee delivery, and guide daily operations with a hands-on, player-coach approach.

Ideal candidates have CPA preference, 6–8+ years in public accounting with multistate tax, and comfort applying AI tools to streamline routine work while focusing on planning and client reviews.