Entrepreneurial Tax Leader

Spartan Placements
  • Florida
    30+ days ago

    Job Description

    Entrepreneurial Tax Leader

    Hybrid with offices across south & central Florida


    We’re seeking an experienced Personal Tax Advisory leader (Senior Manager / VP level) to help launch and grow a new presence in Florida.


    You’ll have the backing of a long-established national CPA and advisory platform while helping shape the local team, client base, and market strategy from the ground up.

    Ideal for someone who thrives in a client-facing, relationship-driven environment and is motivated by ownership, autonomy, and long-term impact.


    What You’ll Do

    • Build and lead a Personal Tax Advisory practice in Florida
    • Develop and grow client relationships in high-net-worth individual and fiduciary tax
    • Lead complex tax planning and compliance engagements
    • Recruit, mentor, and develop a high-performing local team
    • Drive business development and expand market presence
    • Serve as a trusted advisor to clients on tax and wealth-related matters
    • Collaborate with national leadership and leverage established firm resources
    • Manage multiple client engagements and ensure high-quality delivery


    What We’re Looking For

    • 9+ years of personal tax experience (HNW, fiduciary, or private client focus preferred)
    • Strong track record of client relationship development and retention
    • Leadership experience managing teams and/or growing a practice
    • Comfortable in a business development / “builder” mindset role
    • CPA preferred
    • Strong communication and advisory skills with a client-first approach


    Why This Role

    • Opportunity to build and shape a Florida practice from the ground up
    • Backed by a long-established, well-resourced national firm
    • Clear path to equity and long-term ownership potential
    • High autonomy with strong infrastructure support
    • Significant influence over team, strategy, and client development 


    Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

    Numbers & Facts

    LocationFlorida

    Skills

    • Business Developmentunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Customer Relationsunmatched
    • Entrepreneurshipunmatched
    • Fiduciaryunmatched
    • High Net Worthunmatched
    • Leadershipunmatched
    • Marketing Strategyunmatched
    • Mentoringunmatched
    • Research Administrationunmatched
    • Sales Managementunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Team Lead/Managerunmatched

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