Tax Manager CPA

Job Description

Job Description

About Our Firm

We are a fast-growing boutique CPA firm serving successful business owners, entrepreneurs, high-net-worth families, and their advisors throughout Tampa Bay, South Florida, and beyond. We provide proactive tax planning, strategic business advisory, and responsive client service designed to assist clients grow their businesses and preserve wealth.

We operate with an entrepreneurial mindset and are building a premier client tax advisory practice. Our culture values ownership, accountability, continuous improvement, and a commitment to delivering exceptional results for clients and the team.

The Role

We are seeking an experienced Tax Manager with 5–7 years of public accounting tax experience. This role combines technical tax expertise, client leadership, team development, and practice growth. The ideal candidate enjoys working directly with business owners and professional advisors and wants to play a meaningful role in building a high-performing firm. Your office will be in St. Petersburg, Florida.

Key Responsibilities

Tax Compliance & Advisory

·  Review complex federal and state returns for individuals, partnerships, S corporations, C corporations, trusts, and estates (Forms 1040, 1065, 1120-S, 1120, and 1041).

·  Identify proactive tax planning opportunities and research complex tax matters for business owners and high-net-worth clients.

·  Manage engagements from planning through delivery, ensuring accuracy, quality, and timely completion.

·  Coordinate with wealth advisors, attorneys, and other professionals to deliver integrated client solutions.

Client & Team Leadership

·  Serve as a trusted advisor, participate in client meetings, and clearly present tax strategies and recommendations.

·  Build strong, responsive client relationships that support retention and referrals.

·  Coach, mentor, and develop Tax Associates and Senior Tax Associates; review work and provide constructive feedback.

·  Promote accountability, technical excellence, continuous learning, and effective collaboration.

Practice Growth

·  Improve workflows, client experience, and operating efficiency as the tax practice scales.

·  Support business development, referral relationships, and firm-wide strategic priorities.

·  Bring an owner-minded approach to strengthening the firm’s culture and long-term success.

Qualifications

Required

·  Bachelor’s degree in Accounting or a related field and an active CPA license.

·  5–7 years of public accounting tax experience, including preparation and review of complex individual and business returns.

·  Experience serving closely held businesses and their owners.

·  Experience with entrepreneurs, high-net-worth individuals, trusts, estates, and advanced tax planning.

·  Ability to collaborate with wealth management and/or financial advisory firms.

·  Strong project management, organizational, written, and verbal communication skills.

·  Demonstrated ability to lead, mentor, and develop staff.

·  Familiarity with tax workflow/practice management software (Wolters Kluwer or comparable preferred).

What Success Looks Like

·  Deliver technically accurate work with minimal supervision while consistently meeting deadlines and client expectations.

·  Earn trust with clients and referral partners through proactive, practical advice and outstanding service.

·  Develop junior team members and contribute ideas that improve the practice and support growth.

·  Demonstrate initiative, accountability, sound judgment, and an ownership mentality.

Who Thrives Here

You take pride in exceptional work, enjoy working with business owners and entrepreneurs, and are motivated by growth, achievement, and professional development. You bring energy, initiative, and a solutions-oriented mindset, and you are willing to go above and beyond during the busy tax season and critical client situations.

Compensation & Benefits

·  Competitive salary based on experience and performance-based bonus opportunities.

·  CPA and continuing education support, plus leadership and career advancement opportunities.

·  Direct exposure to successful business owners and professional advisors.

·  Career path toward Senior Manager, Director, Partner, or Firm Leadership as the practice expands.

·  In-office position, five days per week; office hours are 9:00 a.m.–5:30 p.m.  It should be noted that during tax season it will be expected to work longer hours in the spirit of completing the necessary work for all clients. 

Join Our Team

If you want more than a traditional Tax Manager role—and want to serve successful business owners, develop future leaders, and help build a premier CPA firm—we would welcome the opportunity to speak with you.

We are seeking an experienced Tax Manager with 5–7 years of public accounting tax experience. This role combines technical tax expertise, client leadership, team development, and practice growth. The ideal candidate enjoys working directly with business owners and professional advisors and wants to play a meaningful role in building a high-performing firm. Your office will be in St. Petersburg, Florida.

Company Description

We are seeking an experienced Tax Manager with 5–7 years of public accounting tax experience. This role combines technical tax expertise, client leadership, team development, and practice growth. The ideal candidate enjoys working directly with business owners and professional advisors and wants to play a meaningful role in building a high-performing firm. Your office will be in St. Petersburg, Florida.