Tax Manager

Our mission is clear: to deliver unparalleled private client tax services to individuals, business owners, and families in North Florida with unmatched effectiveness. We pride ourselves on taking a holistic approach, leveraging extensive tax expertise while prioritizing exceptional client care.

We believe in being proactive when assessing our clients' tax situations, not only identifying current needs but also anticipating future opportunities for tax planning. Our commitment to providing high-level, personalized service mirrors the standards set by leading banks and trust companies for their private banking and trust clients.

Comprehensive Benefits Package
Incredible Work-Life Balance - Paid shut down after busy season and holiday! Every Friday off during non-busy season-Flexible Remote Options
401k with match
Generous Bonus structure - Profit Sharing, Annual Bonus,
Educational reimbursement programs
Relocation Assistance
No Time Expense Billing!

Responsibilities:

As a Permanent Tax Manager, you'll be an integral part of our finance team with the following responsibilities:

1. Develop and implement strategic tax planning for all necessary federal and state taxes.
2. Manage members of the tax team as they prepare components of the company's US federal income tax return and state tax returns.
3. Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
4. Maintain tax balances on general ledger.
5. Prepare and review tax calculations, estimates, reports and work papers.
6. Conduct complex tax research and prepare memorandum outlining findings and conclusions.
7. Respond to tax notices from federal and state tax authorities.
8. Collaborate with internal and external auditors to manage audits and queries.
9. Ensure compliance with federal and state tax laws and regulations.
10. Develop and implement tax strategies to minimize the company's tax liabilities.

Qualifications:

The ideal candidate for the Permanent Tax Manager position should possess the following qualifications:

1. A minimum of 5+ years of experience in tax planning services.
2. Bachelor's degree in Accounting, Finance, or related field. A Master's degree in Taxation or a CPA certification is highly desirable.
3. Comprehensive understanding of tax law and federal, state, and local tax codes.
4. Industry experience with HNW and Real Estate desired.
5. Extensive experience with tax return preparation.
6. Exceptional leadership skills with experience in managing a tax team.
7. Excellent analytical, organizational, and project management skills.
8. Strong interpersonal and communication skills to manage relationships with various internal and external stakeholders and clients.
9. Proficiency in tax software and Microsoft Office Suite, particularly Excel.
10. Self-starter with the ability to work independently, meet deadlines, and handle changing priorities in a fast-paced environment.