Tax Manager

Industry: Public Accounting / Tax & Business Advisory

About the Company

We are a full-service tax, accounting, and business consulting firm based in Fort Myers, Florida. The firm combines the resources and capabilities of a larger organization with the personalized service and collaborative culture of a smaller firm.

Our team works closely with business owners, executives, high-net-worth individuals, independent professionals, and closely held businesses to provide comprehensive tax, accounting, and advisory solutions.

Position Overview

We are seeking an experienced Tax Manager to join our growing team in Fort Myers, FL. The Tax Manager will be responsible for managing complex tax engagements, reviewing tax returns, providing tax planning and advisory services, and maintaining strong client relationships.

The ideal candidate will have 7+ years of tax/public accounting experience , strong technical knowledge of individual and business taxation , and significant experience with partnerships, corporations, trusts, estates, and high-net-worth individuals .

This position offers an excellent opportunity for an experienced tax professional to take on increased responsibility, work directly with clients, mentor junior professionals, and grow within a collaborative public accounting environment.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals and businesses.
• Review tax returns including:
• Individual / High-Net-Worth Individual
• C-Corporation
• S-Corporation
• Partnership
• Trust
• Manage multiple tax engagements from planning through completion while meeting established deadlines.
• Provide tax planning, research, compliance, and advisory services to clients.
• Identify tax-saving opportunities and develop effective tax strategies based on client-specific circumstances.
• Review returns for accuracy, completeness, compliance, and technical quality .
• Research complex tax issues and interpret federal, state, and local tax laws and regulations.
• Assist clients with IRS and state/local tax audits, notices, inquiries, and examinations .
• Build and maintain strong, long-term relationships with clients and serve as a trusted tax advisor.
• Communicate tax matters, recommendations, and potential issues clearly to clients and internal stakeholders.
• Collaborate with accounting, audit, and advisory professionals to provide comprehensive client solutions.
• Stay current with changes in tax legislation, regulations, rulings, and compliance requirements .
• Assist with engagement budgeting, scheduling, workflow, and deadline management.
• Mentor, train, and provide technical guidance to staff and junior tax professionals .
• Participate in process improvement initiatives and contribute to the continued growth of the tax practice.

Required Qualifications

• 7+ years of public accounting or relevant tax experience preferred.
• Active CPA license/certification required.
• Strong hands-on experience preparing and reviewing complex tax returns.
• Demonstrated experience with individual, partnership, S-Corporation, C-Corporation, trust, and estate taxation .
• Strong experience working with high-net-worth individuals and closely held businesses .
• Solid understanding of federal, state, and local tax laws and regulations .
• Strong tax research, analytical, and problem-solving abilities.
• Excellent attention to detail and commitment to accuracy.
• Ability to manage multiple engagements and competing priorities while meeting strict deadlines.
• Strong written and verbal communication skills.
• Strong client-service and relationship-management skills.
• Ability to work independently while contributing effectively within a team environment.
• Demonstrated ability to mentor and develop junior-level tax professionals