Tax Manager

AOB Recruitment•Miami, FL

6d•Hybrid

About The Position

We are seeking an experienced Tax Manager to oversee complex tax engagements for high-net-worth individuals, professional services clients, trusts, partnerships, and related entities. This is a highly client-facing role offering the opportunity to lead sophisticated tax planning and compliance engagements, provide strategic tax advice, mentor tax professionals, and contribute to long-term client relationships and growth.

Requirements

CPA required.
7+ years of public accounting tax experience.
Strong technical expertise in: High-net-worth individual taxation, Partnership taxation, Trust taxation, Pass-through taxation
Demonstrated experience managing client relationships and leading tax engagements.
Strong leadership and team-management skills.
Excellent written and verbal communication skills.
Strong project management, organization, and prioritization abilities.

Nice To Haves

Experience with multi-state taxation.
Experience managing complex multi-entity tax structures.
Experience advising high-net-worth individuals and professional services clients.
Strong tax planning and advisory experience.
Experience collaborating with attorneys, wealth advisors, and other professional advisors.

Responsibilities

Manage and review complex tax engagements involving: High-net-worth individuals, Partnerships, S-Corporations, Trusts, Gift tax, Related entities
Serve as a trusted tax advisor to high-net-worth individuals and professional services clients.
Develop and implement strategic tax planning solutions related to compensation structures, K-1 allocations, multi-state taxation, and entity structuring.
Lead multiple client engagements while managing budgets, workflow, deliverables, and deadlines.
Review tax returns, workpapers, and other engagement deliverables for accuracy and technical quality.
Mentor, develop, and review the work of staff and senior-level tax professionals.
Coordinate with attorneys, wealth advisors, and other external professionals on client matters.
Research and resolve complex tax issues.
Identify and communicate tax planning opportunities.
Build and maintain strong, long-term client relationships.
Stay current with changes in tax legislation, regulations, and industry developments.