Tax Manager

Tax Manager – Templeton Advisors

Fort Lauderdale / West Palm Beach, FL

Position Overview

We are seeking an experienced Tax Manager with an active CPA license to join a growing CPA firm serving clients across the Fort Lauderdale and West Palm Beach markets. This role is ideal for a public accounting professional with broad expertise who enjoys managing client relationships, reviewing complex returns, mentoring staff, and providing practical tax planning guidance to privately held businesses, high-net-worth individuals, partnerships, S corporations, trusts, estates, and other closely held entities as well as maintain a future focus on tax technology and best practices.

Key Responsibilities

• Manage and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and high-net-worth clients.
• Serve as a primary client contact, building trusted relationships and providing responsive, high-quality service throughout the year.
• Integrate, test, and optimize tax software, data workflows, and automation tools rather than just preparing standard returns
• Identify tax planning opportunities and advise clients on strategies to minimize tax exposure and support business or personal financial goals.
• Perform tax research, interpret federal and state tax guidance, and communicate findings clearly to clients, partners, and internal teams.
• Supervise, train, and mentor staff and senior accountants, including reviewing workpapers and returns for accuracy, completeness, and technical quality.
• Coordinate multiple client engagements, deadlines, budgets, and deliverables during busy season and throughout the year.
• Assist with IRS and state tax notices, audits, and client inquiries as needed.
• Collaborate with partners on client advisory opportunities, process improvements, and practice growth initiatives.

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting required; Master's in Taxation, Accounting, or related field preferred.
• 5+ years of progressive tax experience in public accounting, ideally with a CPA firm serving closely held businesses and individual clients.
• Experience reviewing complex tax returns and managing client engagements from planning through delivery.
• Experience and desire to continue working within tax specific technology a plus
• Demonstrated ability to supervise, coach, and develop junior team members.
• Strong tax research, analytical, written communication, and client-facing skills.
• Proficiency with Microsoft Office and professional tax software; experience with CCH, ProSystem fx, UltraTax, Engagement, Fixed Assets, or similar platforms preferred.