Tax Manager

ABOUT THE OPPORTUNITY

This is a rare one. A well-established, highly profitable boutique CPA firm in the Bradenton–Sarasota area is seeking a Tax Manager to take true ownership of its tax practice — with a genuine, defined path to partner in approximately five years. Not a someday-maybe promise: the firm is intentionally building its partnership pipeline, and this seat is part of that plan.

The work itself is different, too. The firm operates a fully outsourced accounting model — CFO advisory, back-office accounting, attestation, tax, and forensic services — and lives inside its clients' finances year-round. That means continuous, proactive planning instead of a compressed filing-season scramble, and a tax team that works hand-in-hand with accounting and advisory rather than receiving a shoebox in February. The client base is owner-operated, closely held businesses with significant construction and real estate concentration — complex, engaging work with the variety of a boutique and the quality of a much larger shop.

Emotional intelligence, coachability, and an ownership mindset are valued here as highly as technical skill. The right person wants to build and lead a practice — and will get every opportunity to do exactly that.

KEY RESPONSIBILITIES

• Own the tax service line end-to-end across a dynamic multi-client, multi-entity book of business
• Review and sign off on individual, S-corporation, C-corporation, partnership, and fiduciary returns (1040, 1120-S, 1120, 1065, 1041)
• Drive proactive, year-round tax planning for business owners — entity structure, compensation planning, timing, and multi-state strategy
• Serve as the firm's go-to technical authority on tax matters: research, document, and defend positions
• Coach, develop, and grow the tax team; plan capacity and workflow through filing season
• Advise clients directly as a trusted partner alongside the firm's CFO advisory and accounting teams
• Help shape the direction and growth of the tax practice with firm leadership

REQUIRED QUALIFICATIONS

• Active CPA license (required for signing engagements and for the partner path)
• 5–8+ years of tax experience in multi-client public accounting or an outsourced/CAS environment
• Multi-entity technical depth across 1040, 1120-S, 1120, 1065, and 1041
• Demonstrated review experience — reviewing and signing off on the work of others
• People-management experience with a record of coaching and developing staff
• Hands-on, working-manager orientation

PREFERRED QUALIFICATIONS

• Construction, real estate, or closely held business client experience
• Owner-level tax planning for small-business owners and high-net-worth individuals
• Client accounting services (CAS) or outsourced accounting experience
• MST or MBA; CFF or CFE credentials
• UltraTax CS, CCH Axcess or ProSystem fx, Lacerte, or Drake; QuickBooks

COMPENSATION AND BENEFITS

Competitive base salary plus a meaningful performance bonus — this is a highly profitable firm that rewards results. Medical, dental, vision, and 401(k); CPE support and professional development; direct mentorship from the firm's founder; and a defined, demonstrated path to partner within approximately five years. Full compensation details are provided in writing before any interview.