Senior Tax Manager

Fort Myers, FL $175,000 – $195,000 Base Salary + Discretionary Bonus + Full Benefits

Key Responsibilities

Review & Complex Preparation: Lead the review and technical preparation of complex federal, state, and local returns for high-net-worth individuals, S/C-Corps, Partnerships, Estates, and Trusts.
Engagement Leadership: Direct multiple tax engagements simultaneously, ensuring quality control, technical accuracy, and strict deadline adherence.
Strategic Tax Advisory: Conduct high-level tax planning and research to deliver proactive, tax-saving strategies tailored to diverse client portfolios.
Audit & Authority Representation: Manage client responses, audits, and inquiries before federal, state, and local tax authorities.
Team Development: Mentor, review, and support the technical development of staff and senior tax accountants.
Client Relationship Management: Serve as the primary, trusted tax advisor to key business owners, executives, and family offices.

Qualifications

Experience: 7+ years of progressive tax compliance and advisory experience in public accounting or a relevant firm environment.
Credentials: Active Certified Public Accountant (CPA) license required.
Technical Mastery: Deep expertise across partnership taxation, corporate entity structures, trust/estate compliance, and high-net-worth tax strategies.
Advisory & Research Skills: Proven capability to analyze statutory tax changes and develop bespoke planning strategies.
Leadership & Communication: Strong project management acumen with excellent written, verbal, and client-facing communication skills.

Perks & Benefits

Target Base Salary: $175,000 – $195,000 + Discretionary Performance Bonus
Culture: Collaborative, supportive environment that values autonomy and work-life balance
Retirement: 401(k) retirement plan with company match
Health Coverage: Medical, dental, and vision insurance options
Financial Protection: Firm-sponsored life and disability insurance
Time Off: Generous PTO, sick leave, and paid company holidays
Growth: Transparent advancement pathways toward senior firm leadership

Benefits found in job post

401(k), Vision insurance, Medical insurance, Dental insurance, Disability insurance, Pension plan

Erforderliche Kompetenzen

Complex federal, state, and local tax return preparationPartnership taxationCorporate taxation (S-Corp and C-Corp)Trusts and estates complianceHigh-net-worth tax planning and strategiesTax research and statutory analysisAudit and tax authority representationEngagement and project managementTeam leadership and mentoringClient relationship management and advisoryActive Certified Public Accountant (CPA) credentialWritten and verbal client-facing communicationPublic accounting tax compliance experience

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