Tax Manager, Client Advisory and Tax Planning

Job Description

Job Description

We have a new role partnering with a growing, top-rated CPA and business advisory services firm here in the absolutely gorgeous city of Boca Raton, FL.

This is a locally owned CPA firm that helps hundreds of businesses in various industries including logistics, retail, distribution, manufacturing, healthcare, construction, and professional services. Services include Tax prep and review for C-Corps, S-Corps, estates, trusts, and partnerships .

If you are looking for a great role that provides growth and to work with amazing clients on tax planning and advisory services in a one-on-one environment, reach out and apply to us today. This opportunity does also have a partner track as a growing area firm, that is rapidly adding new clients in the area.

Responsibilities & Duties:

• Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work for private and public businesses.
• Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities.
• Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees
• Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients

Qualifications & Experience Needed:

• Bachelors Degree in accounting or equivalent (Finance, Business, Data analytics)
• 4-6 years of public accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role.
• CPA preferred and or CPA in progress and ability to sit for CPA relatively soon
• Enrolled Agent also acceptable with 4-6 years of public accounting experience, (CPA type firm)
• Experienced in a variety of Tax / accounting software programs including CCH, Pro System, and or other tax planning software (Thompson Reuters)
• Experience with tax review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements
• Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations

Pay and Benefits of the Position:

• $130,000-$170,000 salary per year +bonus
  
• Healthy PTO Plan
• Medical / Health Insurance employee subsidized
• 401(k)
• Dental HMO
• Full time
• Hybrid and remote options can be established

If is this sounds like a great role for you, please reach out to View email address on ziprecruiter.com today!

If not, still email your resume to us and we can also see what else may be of interest as our roles come in often and we may have a different role you like.

We look forward to connecting with you soon. -Andrew