Senior Tax Manager | Trusts & Estates | Top 100 Independent Firm
About The Position
The Senior Tax Manager will join the firm’s EG&T / High-Net-Worth team. Most of the role involves preparing and reviewing fiduciary tax returns, with the possibility of tailoring the work to include high-net-worth individual returns based on the candidate’s strengths. The firm offers a growth path to Director or Partner, depending on the candidate’s career goals. The firm is an independent regional accounting and advisory firm with locations in the Southeast and headquarters in Florida. It emphasizes organic growth and a people-first culture. The posting highlights a flexible remote arrangement, provided equipment, limited busy-season hours, and busy-season wellness perks.
Requirements
- Active CPA license; candidates with a J.D. will also be considered.
- At least 10 years of public accounting and tax experience.
- Current tax management experience, including reviewing returns.
- Strong knowledge of fiduciary taxes, including trust (1041), estate (706), and gift (709) returns.
Responsibilities
- Handle fiduciary tax returns, including trust, estate, and gift returns.
- Review tax returns as part of tax management responsibilities.
- Potentially handle high-net-worth individual tax returns, depending on the candidate’s strengths.
Benefits
- Competitive salary of $170,000–$225,000+.
- Strong bonus structure.
- Employer-paid portion of medical, dental, and vision benefits.
- 401(k) match.
- Profit-sharing plan.
- Generous paid time off.
- Limited busy-season hours, capped at 50–55 hours per week.
- Busy-season wellness programs and massages.
- Equipment provided for remote work.
- Potential career path to Director or Partner.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
