Our client, a well-established CPA firm in West Palm Beach, Florida, is seeking a Tax Manager to join their growing team. The firm focuses on providing individual and business tax preparation, bookkeeping, payroll, and financial statement services to a diverse client base, including independent financial advisors, small businesses, and not-for-profit organizations
Position Summary
ryWe are seeking a CPA or EA to manage a portfolio of individual and business tax clients, serving as a primary point of contact for client relationships. This role oversees tax preparation and planning for individual (1040), partnership (1065), and S-corporation (1120S) returns, while also supervising the bookkeepers and financial reporting for assigned clients. The ideal candidate combines strong technical tax expertise with the relationship and leadership skills needed to manage client accounts end-to-en
Responsibilities
- iesPrepare, review, and manage individual (1040), partnership (1065), and S-corporation (1120S) tax retu
- rnsServe as the direct point of contact for an assigned book of clients, building and maintaining strong relationsh
- ipsProvide proactive, year-round tax planning and strategy recommendations tailored to each client's situat
- ionOversee and review the work of bookkeepers for assigned clients, ensuring accurate and timely financial stateme
- ntsRespond to client questions and requests in a timely, professional manner throughout the y
- earRepresent clients before the IRS and state taxing authorities on notices, audits, and resolution matt
- ersIdentify planning opportunities, compliance risks, and process improvements for clie
- ntsCollaborate with firm leadership on client service strategy and staff developm
- entStay current on tax law changes and communicate relevant updates to clients and st
Qualifications
- ionsCPA or EA designation required (active license/credent
- ial)3+ years of public accounting experience with a focus on individual and pass-through entity taxa
- tionDemonstrated experience preparing and reviewing 1040, 1065, and 1120S ret
- urnsExperience working directly with clients and managing ongoing client relations
- hipsPrior experience overseeing or reviewing bookkeeping/financial statement
- workExperience handling IRS correspondence, notices, and resolution mat
- tersStrong communication skills, both written and ve
- rbalDetail-oriented with strong organizational and time-management sk
- illsProficiency with tax preparation software (Drake Tax experience a plus) and standard bookkeeping platforms (e.g., QuickBo