Tax Manager Individuals & Partnerships

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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
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function
  
  Accounting/Auditing, Finance, and Consulting
• Industries Accounting and Financial Services

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