1 day ago Be among the first 25 applicants
Direct message the job poster from Phaxis
A highly regarded boutique public accounting firm in Fort Lauderdale is seeking an experienced Tax Manager with expertise in both high-net-worth individual and partnership taxation . This is a client-facing role with direct responsibility for managing complex tax engagements and building long-term client relationships.
This opportunity offers a unique blend of technical challenge, professional autonomy, and access to sophisticated clients across industries including real estate, investment partnerships, and family offices.
Key Responsibilities:
- Lead and review the preparation of federal and state tax returns for high-net-worth individuals (1040), partnerships (1065), and related filings.
- Deliver tax planning strategies for clients involving wealth transfer, charitable giving, business structuring, and succession planning.
- Interpret complex partnership agreements and manage capital account and basis calculations.
- Provide tax advisory on multi-entity structures and transactions.
- Serve as a primary point of contact for assigned clients and coordinate with their attorneys, wealth advisors, and other professionals.
- Mentor and supervise a team of tax professionals to support development and technical growth.
Qualifications:
- CPA license required; MST or JD is a plus.
- Minimum of 6 years of experience in public accounting with a focus on individual and partnership taxation.
- Proven ability to manage client relationships and deliver consultative advice.
- Strong working knowledge of Subchapter K and high-net-worth individual tax matters.
- Proficient in relevant tax software (e.g., GoSystem, CCH Axcess) and Microsoft Excel.
What You Can Expect:
- Competitive compensation with performance-based bonuses
- Clear path to Director and Partner-level opportunities
- Exposure to sophisticated clients and complex tax matters
- Supportive, collaborative work environment with a strong mentorship culture
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing, Finance, and Consulting-
Industries
Accounting and Financial Services
Referrals increase your chances of interviewing at Phaxis by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Get notified about new Tax Manager jobs in Fort Lauderdale, FL .
Miami, FL $110,000.00-$150,000.00 2 weeks ago
Miami, FL $105,000.00-$135,000.00 1 week ago
Boca Raton, FL $135,000.00-$180,000.00 2 weeks ago
Boca Raton, FL $135,000.00-$180,000.00 2 weeks ago
Manager - International Finance, Regions (Miami)
Boca Raton, FL $115,000.00-$150,000.00 2 weeks ago
Hollywood, FL $110,000.00-$130,000.00 1 day ago
Miami, FL $165,000.00-$200,000.00 1 week ago
Plantation, FL $110,000.00-$135,000.00 3 days ago
Tax Senior Manager, Private Client Group
Miami, FL $127,000.00-$164,000.00 1 week ago
Fort Lauderdale, FL $125,000.00-$150,000.00 1 day ago
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr