Tax Manager

A bit about us:

Our client is a boutique financial services and tax advisory firm based in northeast Florida, dedicated to helping individuals, business owners, and high-net-worth clients preserve and grow their wealth through strategic tax planning and comprehensive advisory services. Operating nationwide, they offer a personalized blend of investment management and tax consulting, including corporate, individual, and estate tax strategies, retirement planning, and succession planning-all delivered with a commitment to ongoing education and crystal-clear communication. As they continue to expand, our client is seeking a Tax Manager to lead tax strategy execution, oversee compliance for complex returns, mentor junior staff, and drive client satisfaction in a collaborative, growth-focused environment.

Why join us?

• Comprehensive health benefits
• PTO package
• 401k

Job Details

Job Details:

We are in search of a Tax Manager who is ready to take on an exciting role in a growing firm. The successful candidate will be responsible for managing a diverse portfolio of High Net Worth individuals and businesses, providing comprehensive tax services and advice. This is a fantastic opportunity to join a thriving team and make a significant impact, leveraging your expertise in Tax Returns, Gift, individual and business.

Responsibilities:

1. Manage and maintain relationships with High Net Worth individuals and businesses, offering tailored tax advice and strategies.
2. Prepare and review complex tax returns, including Individual, S Corp, and Gift tax returns.
3. Provide tax planning services and identify potential tax savings opportunities for clients.
4. Conduct thorough research on complex tax issues and provide clear, concise, and comprehensive solutions.
5. Oversee and manage a team of tax professionals, providing guidance, training, and mentorship.
6. Stay updated with current tax laws and regulations and ensure compliance in all tax operations.
7. Collaborate with other departments to provide integrated financial services to clients.
8. Handle tax audits and negotiations with tax authorities on behalf of clients.
9. Develop and implement tax strategies to minimize tax liabilities and maximize client profitability.

Qualifications:

1. Bachelor's degree in Accounting, Finance, or related field. A Master's degree or CPA designation is highly preferred.
2. Minimum of 5 years of experience in tax management, with a focus on High Net Worth individuals and businesses.
3. Extensive knowledge and experience in preparing and reviewing Individual, S Corp, and Gift tax returns.
4. Strong understanding of current tax laws and regulations.
5. Excellent leadership and team management skills.
6. Exceptional analytical, problem-solving, and decision-making skills.
7. Superior client service skills, with the ability to build and maintain strong client relationships.
8. Excellent written and verbal communication skills, with the ability to explain complex tax issues in a clear and understandable manner.
9. Strong organizational skills, with the ability to manage multiple tasks and projects simultaneously.
10. Proficiency in tax software and Microsoft Office Suite.

This role offers an exceptional opportunity to take your career to the next level within a dynamic and growth-focused environment. If you are a seasoned tax professional looking for a challenging and rewarding role, we would love to hear from you.

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