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Tax Manager

Morling & Company

Tax Manager - Fort Myers, Florida

Morling & Company

Are you ready to step into a role that blends technical tax leadership with entrepreneurial opportunity? Morling & Company is launching its new Fort Myers office, and we're seeking an experienced, forward-thinking Tax Manager to join us at the ground floor of a major growth initiative -- with a clear pathway to partnership.

About Morling & Company

Morling & Company is a full-service tax, accounting, and business consulting firm known for its professional, responsive, and high-quality service. Our mission is simple: Maximize Your Financial Well-Being.

We serve individuals, business owners, executives, and professionals with complex needs, offering tax planning, accounting, consulting, and business services.

With the opening of our Fort Myers location, you\'ll play a pivotal role in helping bring Morling\'s long-standing reputation for excellence to Southwest Florida.

The Opportunity

As Tax Manager, you will lead tax service delivery for high-value clients, mentor the local tax team, and help develop and grow the Fort Myers office. This role is designed for a leader who is excited by ownership, strategic growth, and playing a foundational role in a new market.

Most importantly, this position comes with a partnership track --ideal for someone ready to take the next step in their career.

Why Join Morling & Company in Fort Myers?
  • Be part of launching and growing a brand-new office in a rising Florida market.
  • Clear partnership track -- an opportunity to become an owner, not just an employee.
  • A values-driven culture built on professionalism, responsiveness, and quality.
  • Exposure to a diverse, sophisticated client base.
  • A firm that supports continuous learning, career growth, and professional excellence.
  • The chance to make a meaningful impact on both the firm and the community.
Key Responsibilities
  • Lead preparation, review, and sign-off of complex individual and business tax returns.
  • Drive proactive tax planning strategies aligned with clients\' goals.
  • Serve as trusted advisor to clients, delivering insights and exceptional service.
  • Mentor and develop tax staff; help build a strong, collaborative local team.
  • Contribute to business development, process improvements, and strategic growth efforts in the Fort Myers market.
  • Assume increasing leadership responsibilities as part of the partnership path.
Who You Are
  • CPA (or equivalent) required, with 5+ years of progressive tax experience.
  • Strong technical expertise across individual and business taxation.
  • Confident working with executives, entrepreneurs, and high-net-worth individuals.
  • Entrepreneurial mindset -- motivated by building, improving, and leading.
  • Strong communication and leadership skills; enjoy mentoring rising professionals.
  • Based in (or willing to relocate to) Fort Myers, FL.
Apply Today

If you're a driven tax professional ready to take ownership of your career, lead a team, and build something meaningful in a growing market, we encourage you to apply. Join Morling & Company and help shape the future of our new Fort Myers office.

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Vacancy posted 5 days ago
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