Tax Manager

Now Hiring:
Tax Senior

Schedule:

• Full-time, Monday–Friday
• Office
  
  Hours:
  
  8:15 AM – 5:00 PM Flexible hours with required overtime during tax season (February–April).

Location:
West Palm Beach, FL

What is in it for you:

Benefits:
Medical, Dental, 401K, PTO, Paid Holidays, Work/ Life Balance

Compensation: $75,000 to $130,000 + Generous Lifetime Commission

Summary:

Are you a strategic and solutions-driven tax professional looking to tackle complex tax matters and make a real impact? We are seeking a Tax Senior to join our team, where you’ll play a critical role in tax compliance, planning, and strategy development. This role is perfect for someone who thrives on solving challenges, takes initiative, and brings fresh ideas to optimize tax outcomes for our clients.

If you’re proactive, detail-oriented, and passionate about helping businesses navigate the ever-evolving tax landscape, we want to hear from you!

What you will be doing:

• Prepare and review federal and state tax returns for individuals, corporations (C-Corp, S-Corp), partnerships, fiduciary accounts, non-profits, and multi-state filings.
• Conduct in-depth research to resolve complex tax issues and develop innovative tax strategies.
• Assist clients with tax-related matters, including IRS and state notices, collections, and appeals.
• Participate in client development and retention, fostering long-term relationships.
• Conduct research on complex tax issues and provide informed solutions.
• Participate in client development, retention, and relationship management.
• Provide tax planning and advisory services to optimize client financial outcomes.
• Stay up-to-date with tax laws and accounting regulations to ensure compliance.
• Participate in professional development and ongoing training opportunities.

What you will need:

• Bachlor's Degree
• CPA/EA eligibility preferred (or actively pursuing CPA/EA certification).
• Minimum of 3 years of experience preparing tax returns for individuals, businesses, and trusts within a CPA firm.
• Proficiency in Microsoft Office Suite; experience with Lacerte is a plus.
• Strong analytical skills and ability to manage multiple priorities.
• Excellent communication and problem-solving skills. Proficiency in Microsoft Office and tax software (preferably Lacerte).
• Effective team building
• Strong analytical and problem-solving skills.
• Effective time management skills.
• Effective communication and client service skills.

Want to know more about us visit: DBMS