Senior Tax Manager

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