Tax Senior Manager

Sarasota, FL - USA

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

About the Firm

We are representing a long-established wealth management firm with a family office focus providing comprehensive portfolio management financial planning and advisory services to individuals families and high-net-worth clients. The firm blends investment expertise with holistic client support to help achieve long-term financial success.

They are launching an in-house tax vertical to enhance client service by offering integrated tax preparation planning and advisory directly alongside their financial advisors. This new vertical will complement the firms existing financial planning investment management and family office services allowing clients to receive coordinated year-round tax strategy alongside their broader wealth planeliminating the need to coordinate with external CPAs and enabling more proactive holistic advice.

About the Role

They are seeking an experienced entrepreneurial Tax Senior Manager to lead and shape this new division from the ground up. This role will involve hands-on preparation and review of tax returns proactive client advisory and close collaboration with advisors to integrate tax strategies into broader wealth plans. As client volume and service demand grow there is a clear runway to hire additional tax and accounting talent and evolve into a formal team leadership position.

The Tax Senior Manager will be the founding leader of this division playing a pivotal role in its design launch and long-term evolution. This is a hands-on high-impact position where the right candidate will shape workflows select and implement technology establish best practices and build the foundation for future growth.

Key Responsibilities

Lead the setup and ongoing operations of the new tax division including shaping processes workflows and technology stack (in collaboration with firm leadership and consultants).
Oversee preparation and review of complex individual (1040) trust (1041) corporate (1120/1120-S) and partnership (1065) returns ensuring accuracy compliance and timeliness.
Deliver year-round proactive tax planning and advisory services for high-net-worth individuals and families including Roth conversions RMD strategies charitable giving capital gains/loss harvesting estate/gift tax considerations and projections to optimize outcomes.
Collaborate closely with financial advisors to align tax strategies with clients investment retirement and estate plans participating in client meetings and prospect discussions as needed.
Provide clear approachable education and consultations to clients on tax topics filing requirements and opportunities.
Contribute to firm growth by supporting liquidity events equity compensation planning and other special projects where tax expertise adds value.

Requirements

CPA license required.
7-10 years of progressive tax experience with strong preference for background in wealth management family offices or serving high-net-worth clients.
Hands-on experience preparing and reviewing-S and 1065 returns with in-depth knowledge of federal state and local tax laws.
Proven ability to provide tax consulting and advisory services to high-net-worth individuals/families including estate gift and trust matters (business returns a plus but not required).
Strong relationship-management skills with the ability to explain complex tax concepts clearly and build trust with clients and advisors.
Entrepreneurial mindset with ambition humility and tech saviness. Comfortable shaping a new vertical dynamically.

Benefits

Competitive Compensation
Comprehensive benefits package and Paid Time Off (PTO)
A collaborative team-oriented environment that values autonomy precision and professional growth.

Required Skills:

CPA license required. 7-10 years of progressive tax experience with strong preference for background in wealth management family offices or serving high-net-worth clients. Hands-on experience preparing and reviewing-S and 1065 returns with in-depth knowledge of federal state and local tax laws. Proven ability to provide tax consulting and advisory services to high-net-worth individuals/families including estate gift and trust matters (business returns a plus but not required). Strong relationship-management skills with the ability to explain complex tax concepts clearly and build trust with clients and advisors. Entrepreneurial mindset with ambition humility and tech saviness. Comfortable shaping a new vertical dynamically.

This is a remote position.About the FirmWe are representing a long-established wealth management firm with a family office focus providing comprehensive portfolio management financial planning and advisory services to individuals families and high-net-worth clients. The firm blends investment exp...