Tax Manager
Location: Fort Myers, FL (On-site)
Salary Range: $130,000–$150,000
Position Overview
This full-service tax, accounting, and consulting firm seeks a Tax Manager to prepare and review complex tax returns for individuals, high-net-worth clients, and businesses. The role combines technical tax expertise with client advisory services and team collaboration.
Key Responsibilities
- Prepare and review federal, state, and local tax returns (individual, C-Corporation, S-Corporation, partnership, trust, and estate)
- Manage multiple tax engagements while meeting deadlines and client expectations
- Provide tax planning, research, and advisory services
- Identify tax-saving opportunities and develop client-specific strategies
- Support clients with tax audits and inquiries from tax authorities
- Build and maintain strong client relationships
- Collaborate with accounting and advisory team members
- Stay current on tax law changes at all levels
- Mentor junior and staff-level tax professionals
Required Qualifications
- 3–7 years of public accounting or tax experience
- Strong experience preparing and reviewing individual and business tax returns
- Expertise in corporate and partnership tax preparation
- Knowledge of partnerships, corporations, trusts, estates, and high-net-worth individual taxation
- Understanding of federal, state, and local tax regulations
- CPA certification preferred; CPA eligibility acceptable
- Strong analytical, research, and problem-solving skills
- Attention to detail and organizational ability
- Ability to manage multiple priorities and meet strict deadlines
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively
Compensation & Benefits
- Discretionary bonus opportunity
- PTO, sick time, and paid holidays
- Medical, dental, and vision insurance
- 401(k) with company match
- Life and disability insurance
- Career growth opportunities
- Collaborative, supportive work environment