Tax Manager

Tax Manager- Fort Lauderdale or Coral Gables

POSITION: Tax Manager
Leads tax engagements (including actively developing existing client relationships), develops area(s) of industry and/or subject matter expertise, begins to develop non-client relationships to foster the Firm’s business goals, and is responsible for developing staff and senior accountants.


Works with clients and firm partners to determine engagement objectives and assumes a lead role in coordinating resources to meet such objectives.

Develops engagement budgets, coordinates required resources, bills engagements, and manages performance against stated objectives to ensure that client (deliverables) and firm objectives (engagement economics) are met.

Provides guidance and experience to ensure that engagement risks are identified and appropriate responses (including specific tax steps) are taken.

Provides timely on-site review of and feedback on the work of Tax Seniors and Staff.

Works with engagement and client personnel to address extremely complex tax and accounting issues, reviews tax returns for accuracy and completeness, and ensures that client communications (written and oral) are provided in a timely manner to avoid surprises.

Provides the engagement partner responsible for the tax work with timely status updates and communicates and involves the partner in the resolution of client service, tax or accounting problems/issues as they arise.

Works to wrap-up tax engagements in a timely and economic manner. 

Begins to develop one or more areas of technical specialization (industry related or subject matter) and begins to transition towards service to clients within such areas.

Begins to serve as a technical consultant to other engagements and other offices that have engagement needs within the Manager’s scope of expertise.

Begins to serve in formal and informal mentoring to less experienced firm employees and as a valued colleague to other managers and senior managers. 

Contributes to overall office efficiency by providing feedback on staff performance, participating in initiatives for on-going staff development, and developing a teaming culture (through informal social and professional events).

Begins to identify opportunities for expanded services to existing clients (through the development of “trusted advisor” status with clients served).

Begins to develop outside relationships with a goal to foster long-term business development opportunities (through membership involvement with professional groups, community service, and personal relationships).

Perform other essential duties as needed.


Excellent project management, analytical, interpersonal, oral and written communication skills.

Ability to lead and develop Tax Staff and Seniors.

Dedication to development and enhancement of team environment.

Ability to thrive and adapt in a fast-paced, dynamic environment.

Integrity, dependability, and trustworthiness.

Ability to multi-task and complete assignments within required time constraints and deadlines. 

Superior client service focus.


Minimum of 5 years experience in public accounting.

Experience preparing complex federal corporate (C and S), multi-state, individual, and partnership returns.

Have a basic understanding of estate and trust taxation.

Basic knowledge of financial services products.

Experience in the review of tax provision.

Familiarity with IRS practice and procedure.  Primary contact for IRS audit or other tax authorities.

Ability to review complex tax planning projects and identification of additional planning opportunities.

Ability to understand and apply policies from tax quality control documents. 

Proficiency with personal computers including spreadsheet software programs.  Experience with ProSystem fx, CCH, RIA, and/or Engagement is a plus. 


Bachelor’s degree in accounting.  Masters preferred.

Must be CPA certified and have an active CPA license.


Occasional same day travel for work at clients’ offices using a personal vehicle.

Occasional out-of-town travel with overnight stay for work at clients’ offices using a personal vehicle.

Occasional obligations outside of the typical work day (i.e. breakfast or dinner meetings) to participate in relationship development activities.

Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles.  Total estimated work hours are approximately 2380-2400 with annual charge hours (direct client work) expectations of 1650 – 1750 hours.

The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents.  Job incumbents may be asked to perform other duties as needed and/or required. 

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