Tax Manager – HNW & Public Accounting

Location: Miami, Fort Lauderdale, or Hollywood, FL | Job Type: Full-Time | Work Model: Hybrid | Employment: Full-Time

About the role

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, and related entities. This is a highly client-facing position offering the opportunity to lead sophisticated tax planning and compliance engagements, advise high-value clients, mentor tax professionals, and contribute to long-term client relationships and growth.

Key Responsibilities

• Manage and review complex individual, partnership, S-Corporation, trust, and gift tax engagements.
• Serve as a primary tax advisor to high-net-worth individuals and professional services clients.
• Develop strategic tax planning solutions involving compensation structures, K-1 allocations, multi-state taxation, entity structuring, and pass-through taxation.
• Lead multiple client engagements while managing budgets, workflow, deadlines, and deliverables.
• Review complex tax returns and provide technical guidance.
• Mentor, develop, and review the work of staff and senior tax professionals.
• Manage and strengthen client relationships.
• Coordinate with attorneys, wealth advisors, financial professionals, and other outside advisors.
• Research and resolve complex federal and state tax issues.
• Identify tax planning and advisory opportunities.
• Stay current with changes in tax laws and regulations.

Required Qualifications

• Active CPA license – REQUIRED.
• 7+ years of public accounting tax experience.
• Strong technical knowledge of high-net-worth taxation, partnership taxation, trust taxation, S-Corporation taxation, and pass-through taxation.
• Experience managing complex tax engagements.
• Strong client relationship and advisory experience.
• Previous leadership, mentoring, or team-management experience.
• Excellent written and verbal communication skills.
• Strong project management and organizational skills.
• Experience handling multiple clients and competing deadlines.
• Steady work history with demonstrated career progression.
• Must be able to work a hybrid schedule in South Florida.

Preferred Qualifications

• Multi-state tax experience.
• Multi-entity tax experience.
• Experience working with high-net-worth individuals and families.
• Professional services client experience.
• Trust and gift tax experience.
• Experience working directly with attorneys, wealth advisors, and other professional advisors.

Skills

• gift tax
• tax
• tax planning
• management
• attorneys
• hnw
• public
• accounting
• professional services
• engagements