Phaxis
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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 We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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 We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr