Tax Manager
Umanist NA · Miami, FL · 4 wk ago
On-siteAccountingFull-time
Tax Manager – HNW & Pass-Through Tax Location: Miami, Fort Lauderdale, or Hollywood, FL Work Model: Hybrid Employment Type: Full-Time Position Overview A leading public accounting and advisory firm is seeking an experienced Tax Manager to oversee complex tax engagements for high-net-worth individuals, professional services clients, trusts, partnerships, S-Corporations, and related entities. This is a highly client-facing opportunity for a tax professional who can lead sophisticated tax planning and compliance engagements, manage client relationships, mentor tax professionals, and contribute to long-term client growth. Key Responsibilities Manage and review complex tax engagements involving:High-net-worth individuals Partnerships S-Corporations Trusts Gift tax Related entities Serve as a primary tax advisor to HNW and professional services clients. Develop and implement strategic tax planning around:Compensation structures K-1 allocations Multi-state taxation Entity structuring Lead multiple client engagements while managing budgets, workflow, and deadlines. Review the work of staff and senior tax professionals. Mentor, develop, and provide technical guidance to team members. Coordinate with attorneys, wealth advisors, and other outside professionals on client matters. Research and resolve complex tax issues. Identify tax planning opportunities and provide practical recommendations to clients. Build and maintain strong, long-term client relationships. Required Qualifications Active CPA license — required. 7+ years of public accounting tax experience — required. Strong technical expertise in:HNW individual taxation Partnership taxation S-Corporation taxation Trust taxation Pass-through taxation Demonstrated experience managing client relationships and leading tax engagements. Strong leadership, communication, organizational, and project management skills. Stable employment history. Skills: partnerships,hnw,tax planning,professional services,trusts,accounting,corporations,public,tax,engagements