Tax Manager

Work Model: Hybrid

Location: Miami, Fort Lauderdale, or Hollywood, FL

About the Role

We are seeking an experienced Tax Manager to oversee complex tax engagements for high-net-worth individuals, professional services clients, trusts, partnerships, and related entities.

This is a highly client-facing role offering the opportunity to lead sophisticated tax planning and compliance engagements, provide strategic tax advice, mentor tax professionals, and contribute to long-term client relationships and growth.

Key Responsibilities

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  Manage and review complex tax engagements involving:

  
  
  
  
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    High-net-worth individuals

    
    
  
  
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    Partnerships

    
    
  
  
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    S-Corporations

    
    
  
  
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    Trusts

    
    
  
  
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    Gift tax

    
    
  
  
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    Related entities

    
    
  
  
  
  


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  Serve as a trusted tax advisor to high-net-worth individuals and professional services clients.

  
  


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  Develop and implement strategic tax planning solutions related to compensation structures, K-1 allocations, multi-state taxation, and entity structuring.

  
  


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  Lead multiple client engagements while managing budgets, workflow, deliverables, and deadlines.

  
  


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  Review tax returns, workpapers, and other engagement deliverables for accuracy and technical quality.

  
  


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  Mentor, develop, and review the work of staff and senior-level tax professionals.

  
  


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  Coordinate with attorneys, wealth advisors, and other external professionals on client matters.

  
  


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  Research and resolve complex tax issues.

  
  


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  Identify and communicate tax planning opportunities.

  
  


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  Build and maintain strong, long-term client relationships.

  
  


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  Stay current with changes in tax legislation, regulations, and industry developments.

  
  

Required Qualifications

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  CPA required.

  
  


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  7+ years of public accounting tax experience.

  
  


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  Strong technical expertise in:

  
  
  
  
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    High-net-worth individual taxation

    
    
  
  
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    Partnership taxation

    
    
  
  
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    Trust taxation

    
    
  
  
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    Pass-through taxation

    
    
  
  
  
  


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  Demonstrated experience managing client relationships and leading tax engagements.

  
  


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  Strong leadership and team-management skills.

  
  


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  Excellent written and verbal communication skills.

  
  


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  Strong project management, organization, and prioritization abilities.

  
  

Preferred Qualifications

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  Experience with multi-state taxation.

  
  


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  Experience managing complex multi-entity tax structures.

  
  


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  Experience advising high-net-worth individuals and professional services clients.

  
  


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  Strong tax planning and advisory experience.

  
  


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  Experience collaborating with attorneys, wealth advisors, and other professional advisors.

  
  

What We Offer

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  High-level advisory exposure with sophisticated clients.

  
  


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  Opportunities for expanded leadership responsibilities.

  
  


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  Collaborative working environment with strong technical resources.

  
  


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  Competitive compensation.

  
  


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  Bonus potential.

  
  


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  Comprehensive benefits.

  
  


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  Flexible hybrid work environment.