Tax Manager - HNWI Tax

Tax ManagerLocation: Clearwater, FL (Tampa Bay Area)Position Type: Full-Time, PermanentCompensation: $130,000 - $160,000 per yearThe RoleWe are seeking an experienced and client-focused Tax Manager to join our established boutique accounting and advisory firm. Since our founding in 1946, we have proudly served the Tampa Bay community, specializing in comprehensive, strategic family-wide tax planning and closely held business consultation.As a Tax Manager, you will serve as a key partner to our clients, many of whom have trusted us across three to four generations. This is a collaborative, high-touch advisory role where you will manage complex workflows, drive technical tax strategy, and help preserve client wealth across generations.Key ResponsibilitiesTax Compliance & Review: Oversee and review federal and state tax returns for closely held businesses (S-Corps, Partnerships, C-Corps) and high-net-worth individuals.Strategic Planning: Deliver proactive, family-wide tax planning, focusing on wealth preservation, multi-generational succession planning, and cash flow optimization.Estate & Trust Collaboration: Work closely with our specialized Estate & Trust Director to implement sophisticated estate tax strategies and trust administration plans.Real Estate & Specialty Advisory: Provide technical tax structuring and transactional consulting for complex real estate holdings, partnerships, and private investments.Team Leadership & Mentorship: Guide, train, and develop senior and staff accountants, fostering a supportive environment that prioritizes professional growth and technical excellence.RequirementsExperience: 5+ years of progressive public accounting experience, with a heavy focus on closely held businesses, HNWIs, and pass-through entities.Education & Credentials: Bachelor's degree in Accounting; active CPA License or Enrolled Agent (EA) designation required.Technical Skills: Deep knowledge of corporate, partnership, and individual taxation. Exposure to estate/trust planning, gift tax, or real estate structuring is highly valued.Philosophy: A dedication to building deep, conflict-free relationships, prioritizing the client's best interest above all else.Attributes: High emotional intelligence, strong analytical skills, and excellent communication abilities.Why Join Us?With a history spanning 80 years, we have established ourselves as a premier financial partner in the Tampa Bay community. We balance the technical rigor of a large practice with the warmth, accessibility, and collaborative spirit of a boutique firm.Our Culture: We foster an open, accessible, and supportive environment where your contributions are directly valued and professional development is continuous.Unique Clients: Work with highly established, multi-generational local families and entrepreneurial businesses without the cold, corporate feel of a giant firm.Work-Life Balance: Located in beautiful Clearwater, FL, we prioritize a sustainable work-life balance so you can enjoy everything the Gulf Coast has to offer.BenefitsCompetitive base compensation with performance bonus opportunities.Comprehensive medical, dental, and vision insurance packages.401(k) plan with company matching contributions.Generous Paid Time Off (PTO) and paid holidays.Support for ongoing Continuing Professional Education (CPE) and professional memberships.Apply Today: Ready to guide the next generation of business leaders? Please submit your resume directly to View email address on click.appcast.io.