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

• Manage and review complex tax engagements involving:

  • High-net-worth individuals

  • Partnerships

  • S-Corporations

  • Trusts

  • Gift tax

  • Related entities

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

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

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

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

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

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

• Research and resolve complex tax issues.

• Identify and communicate tax planning opportunities.

• Build and maintain strong, long-term client relationships.

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

Required Qualifications

• CPA required.

• 7+ years of public accounting tax experience.

• Strong technical expertise in:

  • High-net-worth individual taxation

  • Partnership taxation

  • Trust taxation

  • Pass-through taxation

• Demonstrated experience managing client relationships and leading tax engagements.

• Strong leadership and team-management skills.

• Excellent written and verbal communication skills.

• Strong project management, organization, and prioritization abilities.

Preferred Qualifications

• Experience with multi-state taxation.

• Experience managing complex multi-entity tax structures.

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

• Strong tax planning and advisory experience.

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

What We Offer

• High-level advisory exposure with sophisticated clients.

• Opportunities for expanded leadership responsibilities.

• Collaborative working environment with strong technical resources.

• Competitive compensation.

• Bonus potential.

• Comprehensive benefits.

• Flexible hybrid work environment.