Tax Manager, Private Client Services

Our client is a public accounting firm. They seek a Tax Manager, Private Client Services to join their Hollywood, FL office.

Responsibilities

• Advise clients on tax planning strategies for individuals, trusts, estates, partnerships, S corporations, and other pass-through entities
• Cultivate long-term client relationships by delivering responsive service and identifying tax-saving opportunities
• Review complex federal, state, and local tax returns, including individual, fiduciary, partnership, corporate, gift, and international filings
• Research technical tax issues and prepare guidance on entity structuring, compensation, multi-state taxation, retirement planning, and ownership transitions
• Supervise tax professionals by reviewing workpapers, mentoring staff, and supporting technical development
• Lead multiple client engagements while managing timelines, budgets, billing, and deliverable quality
• Coordinate with attorneys, wealth advisors, consultants, and other external professionals on client matters
• Present tax planning recommendations and technical insights to support client financial and business objectives

Requirements

• 7+ years of progressive tax experience
• Public accounting experience required
• Strong technical expertise and extensive experience reviewing individual, partnership, S-Corporation, trust, gift tax, and investment partnership returns
• Proven leadership skills with the ability to manage multiple priorities and mentor team members
• Strong interpersonal, verbal, and written communication skills with executive presence
• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues
• Knowledge of CCH Axcess preferred
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)

Job ID # 48394

Tagged as: Hybrid Remote/Office