Tax Manager Individuals & Partnerships

1 day ago Be among the first 25 applicantsDirect message the job poster from PhaxisA 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 terpret 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 bonusesClear path to Director and Partner-level opportunitiesExposure to sophisticated clients and complex tax mattersSupportive, collaborative work environment with a strong mentorship cultureSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/Auditing, Finance, and ConsultingIndustriesAccounting and Financial ServicesReferrals increase your chances of interviewing at Phaxis by 2xInferred from the description for this jobMedical insuranceVision insurance401(k)Get notified about new Tax Manager jobs in Fort Lauderdale, FL.Miami, FL $110,000.00-$150,000.00 2 weeks agoMiami, FL $105,000.00-$135,000.00 1 week agoBoca Raton, FL $135,000.00-$180,000.00 2 weeks agoBoca Raton, FL $135,000.00-$180,000.00 2 weeks agoManager - International Finance, Regions (Miami)Boca Raton, FL $115,000.00-$150,000.00 2 weeks agoHollywood, FL $110,000.00-$130,000.00 1 day agoMiami, FL $165,000.00-$200,000.00 1 week agoPlantation, FL $110,000.00-$135,000.00 3 days agoTax Senior Manager, Private Client GroupMiami, FL $127,000.00-$164,000.00 1 week agoFort Lauderdale, FL $125,000.00-$150,000.00 1 day agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17