Location: Fort Myers, FL (On-site) Salary: $150,000–$195,000
About the Role
We are seeking an experienced Tax Manager to join our growing team. In this role, you will manage complex tax engagements, provide strategic tax planning and advisory services, and serve as a trusted advisor to our clients. This is an excellent opportunity for a tax professional looking to advance your career within a collaborative, supportive environment with clear opportunities for long-term growth.
Key Responsibilities
Prepare and review complex federal, state, and local tax returns, including individual, high-net-worth, C-Corporation, S-Corporation, partnership, trust, and estate returns
Manage multiple tax engagements simultaneously while consistently meeting deadlines and client expectations
Provide comprehensive tax planning, research, and advisory services tailored to client needs
Identify tax-saving opportunities and develop customized strategies for individual and business clients
Ensure all tax returns are accurate, complete, and compliant with applicable tax laws and regulations
Assist clients with tax audits, notices, and inquiries from federal, state, and local tax authorities
Develop and maintain strong client relationships as a trusted tax advisor
Collaborate with accounting and advisory team members to deliver comprehensive solutions
Stay current on changes to federal, state, and local tax laws and regulations
Mentor and provide guidance to junior and staff-level tax professionals
Required Qualifications
7+ years of public accounting or relevant tax experience
CPA certification required
Strong experience preparing and reviewing a variety of individual and business tax returns
In-depth knowledge of partnerships, corporations, trusts, estates, and high-net-worth individual taxation
Solid understanding of federal, state, and local tax regulations
Excellent analytical, research, and problem-solving skills
Strong attention to detail and organizational skills
Ability to manage multiple priorities and meet strict deadlines
Excellent written and verbal communication skills
Ability to work both independently and collaboratively with a team
What We Offer
Discretionary bonus opportunity
Medical, dental, and vision insurance
401(k) with company match
Life and disability insurance
Paid time off, sick time, and paid holidays
Collaborative and supportive work environment
Career growth and advancement opportunities
Numbers & Facts
Location
Fort Myers, Florida
Salary
$150,000–$195,000 Per Year
Skills
Accountingunmatched
Analysis Skillsunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
High Net Worthunmatched
Local Taxunmatched
Mentoringunmatched
Multitaskingunmatched
Organizational Skillsunmatched
People Managementunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Public Accountingunmatched
State Taxunmatched
Strategic Planningunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Regulationsunmatched
Tax Returnsunmatched
Team Playerunmatched
Time Managementunmatched
Vision Planunmatched
Writing Skillsunmatched
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