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Tax Jobs in Boca Raton, FL

Tax Manager, Private Client Group

Phaxis

Boca Raton, FL

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JOB DETAILS
SALARY
$140,000
SKILLS
Accounting, Accounting Certifications, Analysis Skills, Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Detail Oriented, Develop and Maintain Customers, Estate Planning, Federal Laws and Regulations, Federal Tax, Finance, Financial Analysis, High Net Worth, Income Tax, Industry/Trade Analysis, Interpersonal Skills, Interpret Regulations, Leadership, Maintain Compliance, Mentoring, People Management, Problem Solving Skills, Public Accounting, Regulatory Compliance, Research Skills, State Laws and Regulations, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Team Lead/Manager, Time Management, Training/Teaching
LOCATION
Boca Raton, FL
POSTED
6 days ago
A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams. This position can be in Boca Raton, FL or Palm Beach Gardens, FL, or in New York City.
The Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This role will include oversight, management, and detailed review of complex income tax filings for individuals, trusts, family investment partnerships, gift, and estate tax returns, interpreting tax law changes, and ensuring compliance with tax regulations. The Tax Manager will be involved in developing tax-efficient strategies, managing client relationships, and overseeing a team of tax professionals.

RESPONSIBILITIES:
  • Build and maintain strong relationships with high-net-worth clients.
  • Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates and gift taxes.
  • Understand clients'financial goals, assets, and investment portfolios.
  • Provide personalized tax planning and advisory services tailored to individual client needs.
  • Communicate complex tax concepts in an understandable manner to clients.
  • Conduct in-depth analysis of clients'financial situations to identify tax planning opportunities.
  • Develop and implement tax-efficient strategies to minimize clients'tax liabilities.
  • Ensure compliance with local, state, and federal tax laws and regulations.
  • Supervise and mentor junior tax staff.
  • Provide guidance, training, and support to team members.
  • Review the work of team members to ensure accuracy and compliance with tax laws.
  • Stay updated on changes in tax laws, regulations, and industry trends.
  • Conduct research on specific tax issues and provide recommendations to clients.
  • Analyze tax implications of various financial decisions, such as investments and estate planning.

QUALIFICATIONS:

Education:
  • Bachelor's degree in accounting, finance, or related field. A Master's degree or CPA certification is a plus.

Experience:
  • 5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients.
  • Strong knowledge of tax laws, regulations, and compliance requirements.
  • Exceptional analytical and problem-solving skills.
  • Excellent communication and interpersonal skills for building and maintaining client relationships.
  • Leadership abilities and experience managing a team of tax professionals.
  • Detail-oriented with a high level of accuracy in work.
  • Ability to work under pressure and meet deadlines.

Compensation:
  • Competitive annual salary in the range of $140, 000 to $180, 000, based on individual's experience level.

About the Company

P

Phaxis

We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2002
WEBSITE
https://phaxis.com/

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