Tax Manager - Tampa, FL
Compensation: $140,000 - $160,000 (Hybrid)
Key Responsibilities
Manage a portfolio of business, individual, and real estate investor clients.
Serve as the primary point of contact for assigned client relationships.
Oversee the preparation and review of individual, partnership, and corporate tax returns.
Deliver proactive tax planning and advisory services.
Lead, mentor, and develop a team of Tax Associates.
Manage workflow, quality control, and client deadlines.
Participate in consultations with prospective clients and support the onboarding process.
Build referral relationships and generate new business opportunities.
Stay current on tax law developments and industry trends.
Support process improvements, technology adoption, and operational initiatives.
Requirements
The Role:
As Tax Manager, you will manage a portfolio of business owners, high-net-worth individuals and real estate investor clients, acting as their main point of contact and providing proactive tax planning and advisory support throughout the year.
You will also lead and mentor a team of approximately five Tax Associates, overseeing workflow, quality, deadlines, client service and technical review.
This is a role for someone who wants more than technical tax work alone. You will have the opportunity to influence how the practice grows, support client development, improve processes and help shape the future direction of the firm.
Requirements:
An active CPA, EA, or JD credential.
5+ Years experience preparing and/or reviewing individual, partnership, and corporate tax returns.
Team leadership or mentoring experience.
Strong client relationship and communication skills.
Excellent organizational and problem-solving abilities.
Experience with practice management software, CRM systems, and office technology.
Business development or client onboarding experience is preferred.
Benefits
The Benefits:
Diverse and engaging client portfolio.
Leadership opportunities within a growing organization.
Business development support through dedicated marketing and sales resources.
Modern technology designed to streamline workflow.
Career growth and increased earning potential as the firm expands.