Tax Manager, Client Advisory and Tax Planning

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 amp; 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 amp; 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 [email protected] 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