Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager/Director, High Net Worth Individuals

CliftonLarsonAllen LLP

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.CLA is looking to hire a Tax Director or Manager to join CLA Florida’s High Net Worth Individuals and Family Office Tax team. You’ll have the opportunity in this role to work with our clients as you progress in your inspired career. This is an in-office position based out of any of our Florida offices: Fort Myers, Naples, Tampa, Lakeland, or Orlando, with a preference for one of our Southwest FL offices.How you’ll create opportunities in this Tax Manager/Director role: Consult with our HNW clients on strategic tax planning for both themselves, their family, and their privately held investments.Lead, schedule, supervise, and review tax engagements.Develop and train team members to help them build inspired careers.Foster and build opportunities for our clients, communities, and people.Become an industry professional and attend industry-leading events and trainings.Perform a range of tax procedures in accordance with the size and complexity of the engagement.Review complex HNW personal tax returns as well as any partnership, pass-thru, or S-corp returns that may be owned by these clients.What you will need: You have a minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm.You have a Bachelor’s Degree in Accounting, Finance, or a related field.You have an active JD, CPA, or EA certification.You are looking for a firm that will support and foster your aspiring career goals.You jump at the chance to help others, and you’re ready to join a team of high-performing people.You have a knack for solving issues and confidently bring solutions to the table.You love to work with clients’ to help their businesses succeed strategically.#LI-EL1Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick here to learn about your hiring rights.Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.To view a complete list of benefits, click here.SummaryLocation: Naples, FL; Tampa, FL; Lakeland, FL; Orlando, FL; Fort Myers, FLType: Full time

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Tax Manager/Director, High Net Worth Individuals in Tampa, FL vacancy
  • $105.38k - $215.38k

    Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong...  ...trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a... 
    High net worth
    Work at office
    Local area

    Deloitte

    Tampa, FL
    4 days ago
  • $120k - $180k

     ...Title: Tax Manager Location: Tampa, FL Compensation: $120K-$1...  ...advisory firm serving successful individuals, families, business owners,...  ....This organization takes a highly personalized approach to...  ...Responsibilities Partner with high-net-worth individuals, families,... 
    High net worth
    Full time

    Pathway Talent Partners

    Tampa, FL
    18 hours ago
  • $140k - $160k

     ...Tax Manager – Total Compensation: $140,000 - $160,000 – Tampa, FL (Hybrid) This isn’t...  ...who enjoys advising business owners and high-net-worth clients on complex tax matters? Are...  ...portfolio of business owners, high-net-worth individuals and real estate investor clients,... 
    High net worth
    Work at office

    Benchmark International

    Tampa, FL
    4 hours ago
  • $95.4k - $180.4k

     ...RSM.RSM’s Private Company team is looking for a dynamic Tax Manager to join our expanding Business Tax practice. At RSM, our...  ...Our Private Company professional may also support ultra-high net worth individuals and small family offices. We take a holistic approach to... 
    High net worth
    Full time
    Work experience placement
    Internship
    Private practice
    Local area

    RSM International

    Tampa, FL
    7 days ago
  •  ...Purvis Gray is seeking a Tax Manager to join our growing team. In this role, you will lead tax engagements for privately held companies, entrepreneurs, and high-net-worth individuals. You'll provide both compliance and consulting services across a range of industries while... 
    High net worth
    Local area

    Purvis Gray and Company CPAs

    Tampa, FL
    2 days ago
  • $124k - $335k

     ...of business advisory needs such as audit, tax compliance, and planning to help improve...  ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity... 
    High net worth
    Full time
    H1b

    PwC

    Tampa, FL
    3 days ago
  •  ...Tax Manager A growing public accounting platform is seeking an experienced Tax Manager to join its Tampa-based practice following...  ...leadership team serving closely held businesses, high-net-worth individuals, partnerships, and complex business entities. The position... 
    High net worth
    Flexible hours

    Spartan Placements

    Tampa, FL
    2 days ago
  • $91k - $321.5k

     ...SummaryAt PwC, our people in tax services focus on providing...  ...compliance, and strategy. These individuals help businesses navigate...  ...and compliance services to high-net-worth individuals and privately-owned...  ...owners of PwC. As a Senior Manager you are expected to lead... 
    High net worth
    Full time
    H1b
    Remote work

    PwC

    Tampa, FL
    5 days ago
  • $140k - $160k

     ...Are you an experienced tax professional who enjoys solving complex international...  ...Partners is looking for an International Tax Manager to join our growing team. This is a...  ...held businesses, partnerships, and high‑net‑worth individuals. You’ll manage international tax... 
    High net worth
    Flexible hours

    Benchmarktaxpartners

    Tampa, FL
    1 day ago
  • $99k - $266k

     ...of business advisory needs such as audit, tax compliance, and planning to help improve...  ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity... 
    High net worth
    Full time
    Contract work
    H1b

    PwC

    Tampa, FL
    3 days ago
  • EY Private Tax offers a challenging Manager role addressing personal and private tax for high‑net‑worth individuals, families, and business owners. You will lead the delivery of tailored tax advice and compliance for complex structures, focusing on wealth transfer, governance... 
    High net worth

    EY

    Tampa, FL
    2 days ago
  • $120k - $160k

     ...CPA and business advisory services firm looking for a high caliber Tax Manager. This regionally based CPA firm helps businesses in industries...  ...including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities. Ability to be... 
    High net worth
    Full time
    Remote work

    Caliber Recruiting Group

    Tampa, FL
    5 hours ago
  • $125k - $135k

     ...Description Role Information: Title: Tax Manager Location: Tampa Bay, FL...  ...rental (STR) owners, entrepreneurs, and high-income individuals. We take a proactive, strategy...  ...rental owners, entrepreneurs, and high-net-worth individuals. Prepare and review quarterly... 
    High net worth
    Full time
    Temporary work
    Remote work
    Flexible hours

    Home Team Luxury Rentals

    Tampa, FL
    20 days ago
  • $106.5k - $195.1k

     ...future shape you? EY Private Tax is a growing practice within...  ...have in common is they are high growth private companies. As...  ...and business acumen. As a Manager in Private Tax, you will be...  ...management, including High Net Worth Individuals’ personal business matters,... 
    High net worth
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Tampa, FL
    2 days ago
  • $132.1k - $342.7k

     ...The opportunity Private Tax is a growing practice within...  ...have in common is they are high growth private companies. As...  ...business acumen. As a Senior Manager in Private Tax, you will...  ...provide tax advice on High Net Worth Individuals’ personal business matters,... 
    High net worth
    Full time
    Work experience placement
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Tampa, FL
    1 day ago
  •  ...Tax Director Location: Tampa, FL Job Type: Full-Time About Us At 1Source...  ...Firm’s Tax Practice. This position manages and grows a defined portfolio of client...  ...to business owners, executives, and high-net-worth individuals, the Tax Director provides forward-looking... 
    High net worth
    Full time
    Local area

    1Source Partners

    Tampa, FL
    1 day ago
  • $167k - $281.3k

    Join Cherry Bekaert as a Tax Director and help middle-market businesses and their owners...  ...tax knowledge, client relationship management, and team development to deliver...  ...market businesses, partnerships, and high-net-worth individuals.Review complex individual, partnership... 
    High net worth
    Full time
    Work experience placement
    Work at office
    Local area

    Cherry Bekaert

    Tampa, FL
    6 days ago
  •  ...Purvis Gray is seeking a skilled Tax Senior to join our Business Tax Services team...  ...privately held businesses, entrepreneurs, and high-net-worth individuals. You’ll contribute to both compliance and advisory work while supporting Managers and Partners in leading client... 
    High net worth
    Work at office

    Purvis, Gray and Company, LLP

    Tampa, FL
    3 days ago
  • $160k - $220k

     ...Job Description Job Description Tax Senior Manager Strategic Tax Advisory | Client Leadership | Practice Growth | National Consulting...  ...Services Closely Held Businesses Nonprofit Organizations High-Net-Worth Owners & Investors This position offers significant... 
    High net worth
    Work at office
    Local area
    Flexible hours

    Wertz & Associates

    Tampa, FL
    a month ago
  •  ...excellent opportunity for a tax professional who wants to take...  ...a more direct impact on high-net-worth clients. This role is with...  .... You’ll be responsible for managing the tax process from preparation...  ...federal, state, and local individual income tax returns,... 
    High net worth
    Full time
    Local area

    Navigate Search

    Tampa, FL
    3 days ago
  • $65k - $150k

     ...Services is a fast-growing CPA and Wealth Management firm seeking a Tax Accountant who’s ready to learn,...  ...returns for small businesses and individuals Assist with general business and...  ...lives of small business owners and high-net-worth clients Hybrid work schedule (2–... 
    High net worth
    Work experience placement
    Work at office

    ARU Business Services P.A.

    Tampa, FL
    2 days ago
  • $120k - $165k

     ...Job Description Job Description Tax Manager – Public Accounting Firm Location: Tampa...  ...Manage complex tax engagements for individuals, partnerships, S-corps, and closely held...  ...Prior experience working with high-net-worth individuals, trusts, or family offices... 
    High net worth
    Work at office
    Flexible hours
    3 days per week

    Solid Rock Recruiting LLC

    Tampa, FL
    14 days ago
  • $140k - $160k

     ...Job Description Job Description Tax Manager (Hybrid) (2 Days in Office a Week)– Tampa...  ...on what matters most—delivering high-quality work to our clients while creating...  ...-Corporations, Partnerships, and High-Net-Worth Individuals Serve as a primary point of contact... 
    High net worth
    Work at office
    Remote work
    Flexible hours
    2 days per week

    Levelociti

    Tampa, FL
    26 days ago
  • $120k - $160k

     ...CPA and business advisory services firm looking for a high caliber Tax Manager. This regionally based CPA firm helps businesses in...  ...entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities. Ability to be... 
    High net worth
    Full time
    Remote work

    Caliber Recruiting Group

    Tampa, FL
    5 days ago
  • $10k

    Calling all Tax Professionals: Do you pride yourself on your ability to manage complexities and serve clients? Do you enjoy collaborating...  ...-to-Day:Work directly with High Net Worth (HNW) clients on end-to-end...  ...federal, state, and local individual income tax returns and... 
    High net worth
    Work at office
    Local area
    Work from home

    Fisher Investments

    Tampa, FL
    5 days ago
  • $120k - $150k

     ...Tax Manager – Tampa, FL Estimated base salary: $120,000–$150,000 An established CPA firm is seeking a Tax Manager to join its Tampa...  ...returns for corporations, partnerships, S corporations and individuals. Provide year-round tax planning, consulting and advisory... 
    Work at office
    Flexible hours

    Career Legal

    Tampa, FL
    18 hours ago
  • $110k - $130k

     ...Clear succession opportunity • Tax only CPA firm • Hybrid...  ...bureaucracy. No layers of management. Just good people doing...  ...You'll work across: • Individuals • S Corporations • Partnerships...  ...when the time comes, this is a conversation worth having.... 

    Distinct | North America

    Tampa, FL
    4 hours ago
  •  ...a clear path to shareholder in a firm that rewards individual contribution. The group advises high-net-worth individuals, families, business owners and fiduciaries...  ...a candidate with experience in estate planning and tax-efficient wealth transfer strategies, spanning estate... 
    High net worth
    Full time
    Private practice

    Simpson Judge USA

    Tampa, FL
    4 days ago
  • $10k

     ...Investments Private Client Group (PCG) Tax consultation team as a Senior...  ...The Day-to-Day:Consult with High-Net-Worth (HNW) clients on end-to-end...  ...federal, state, and local individual income tax returns and...  ...preparation workSchedule and manage workload of Client Tax AccountantsReview... 
    High net worth
    Work at office
    Local area
    Work from home

    Fisher Investments

    Tampa, FL
    5 days ago
  • $106k - $155k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...tax compliance services to our high-net-worth clients. We are looking for...  ...client service with experience in individual and entity tax preparation and review... 
    High net worth
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Tampa, FL
    27 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager/Director, High Net Worth Individuals. Be the first to apply!