Tax Supervisor / Manager

Navis Wealth Management; West Palm Beach (FL); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation and benefits

In-office, collaborative environment

Mentorship and growth opportunities

Job summary

Navis Wealth Management seeks a diligent CPA to join our in-office team, serving high-net-worth clients with precision and discretion. The role emphasizes ownership, leadership presence, and delivering technical excellence in tax planning and advisory services.

You will collaborate with advisors, clients, and internal staff to ensure accurate financial oversight, proactive service, and timely deliverables in a growing private wealth firm.

Qualifications

• Active CPA license required.
• Bachelor’s degree in Accounting; Master’s preferred.
• Experience with high-net-worth individuals, trusts, and complex tax structures preferred.
• Strong knowledge of federal and state tax regulations.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities while maintaining precision.

Responsibilities

• Prepare and review individual, trust, and entity tax returns.
• Oversee financial reporting and ensure regulatory compliance.
• Collaborate with wealth advisors on tax-efficient strategies.
• Monitor deadlines and proactively follow up on outstanding items.
• Identify and implement process improvements.
• Maintain strict confidentiality and discretion.
• Mentor junior team members and help develop emerging talent.
• Contribute to a culture of excellence, accountability, and continuous learning.

Skills

Attention to detail

Discretion

Mentoring

Leadership

Education

Bachelor’s degree in Accounting

CPA license (active)

Master’s degree preferred

Job description

We are a growing private wealth management firm seeking a highly diligent, ambitious, and detail-oriented Certified Public Accountant ( CPA ) to join our in-office team.

This role is ideal for a professional who understands the nuance, discretion, and precision required when serving high-net-worth individuals and families. We are looking for someone who takes ownership, follows through relentlessly, and bri ngs both technical excellence and leadership presence to the table.

About the Role

As our CPA , you will play a critical role in supporting complex financial planning strategies, tax compliance, and advisory services for our clients. You will collaborate closely with advisors, clients, and internal team members to ensure accuracy, efficiency, and proactive financial oversight.

This is not a “clock in, clock out” role. We are seeking someone with an immeasurable work ethic who is invested in building long-term impact — both for our clients and within our firm.

Key Responsibilities

• Prepare and review individual, trust, and entity tax returns
• Oversee financial reporting and ensure regulatory compliance
• Collaborate with wealth advisors on tax-efficient strategies
• Monitor deadlines and proactively follow up on outstanding items
• Identify and implement process improvements
• Maintain strict confidentiality and discretion
• Serve as a mentor to junior team members and help develop emerging talent
• Contribute to a culture of excellence, accountability, and continuous learning

Who You Are

• Highly attentive to detail — accuracy matters deeply to you
• Not afraid of follow-up; you ensure nothing slips through the cracks
• Open to evolving systems and new approaches to improving workflows
• Hardworking, dependable, and internally motivated
• Comfortable in an in-person, collaborative office environment
• Professional and polished in client interactions
• Willing to teach, mentor, and lead by example
• Growth-minded and ambitious

Qualifications

• Active CPA license
• Bachelor’s degree in Accounting (Master’s preferred)
• Experience with high-net-worth individuals, trusts, and complex tax structures preferred
• Strong knowledge of federal and state tax regulations
• Excellent communication and organizational skills
• Ability to manage multiple priorities while maintaining precision

What We Offer

• A collaborative, high-integrity team environment
• Meaningful client relationships and impactful work
• Opportunity for long-term growth within the firm
• Competitive compensation and benefits