Senior Tax Manager
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Job Location:
Sarasota, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
This is a remote position.
About the Firm
We are representing a well-established wealth management firm that has built a comprehensive service platform designed specifically for RIAs and their clients. The platform gives each client a centralized hub where they can access their entire advisory team their financial planner trustee attorney and other personal parties all in one place.
The firm is now adding a Senior Tax Manager as a core component of that platform. When an RIA engages the platform they gain direct access to dedicated CPA expertise as part of the offeringmeaning their clients receive fully integrated tax preparation planning and advisory services alongside their broader wealth strategy all under one roof. It is a turnkey solution that meaningfully expands what they can offer and demand from prospective RIA partners is substantial.
About the Role
We are seeking a highly experienced entrepreneurial Senior Tax Manager to serve as the founding tax hire of this platform. This is a ground-floor opportunity to build the tax function from scratchshaping workflows defining pricing and service models and establishing the foundation for a growing team of tax professionals.
The ideal candidate is a trusted advisor who will work dynamically alongside RIA teams integrate deeply with each firms client service model and bring genuine authority to tax strategy discussionsincluding the ability to challenge recommendations where tax implications warrant it. Clients of the platforms RIA partners will experience this person as a seamless in-house extension of their advisory team.
As the platform scales and client volume grows there is a clear path to hiring preparers reviewers and additional CPAswith this person leading that team and sharing in the firms growth.
Key Responsibilities
Build and lead the tax division from the ground upestablishing processes workflows and a scalable technology stack in collaboration with firm leadership and an experienced consulting partner who will support the build-out phase.
Oversee preparation and review of complex individual (1040) trust (1041) corporate (1120/1120-S) and partnership (1065) returns ensuring accuracy compliance and timeliness across a multi-RIA client base.
Deliver proactive year-round tax advisory for high-net-worth individuals and families including Roth conversions RMD strategies charitable giving capital gains/loss harvesting estate and gift tax planning equity compensation liquidity events and forward-looking projections.
Collaborate closely with RIA advisors to align tax strategies with clients investment retirement and estate plansparticipating in client meetings and prospect discussions as a valued member of the advisory team.
Help define the service and pricing model for the tax offering which will directly inform the platforms go-to-market strategy and the candidates own profit sharing upside.
Communicate clearly and accessibly with clients and advisors on complex tax topics building trust across diverse relationships.
Requirements
CPA license required.
710 years of progressive tax experience with strong preference for background in wealth management family offices or serving high-net-worth clients.
Deep hands-on experience preparing and reviewing-S and 1065 returns with strong command of federal state and local tax law.
Demonstrated ability to deliver high-value tax consulting and advisory to HNW individuals families and multigenerational wealth structuresincluding estate gift and trust matters.
Entrepreneurial mindset: comfortable operating with autonomy building structure where none exists and making decisions that will have long-term impact.
Tech-savvy and process-oriented with interest in leveraging modern tools (including AI-assisted workflows) to scale quality service delivery.
Strong interpersonal and communication skillsable to build trust with both advisors and end clients and to bring genuine authority to advisory conversations.
Benefits
Competitive base salary with variable compensation
Profit sharing opportunities
Comprehensive benefits package and PTO.
A collaborative growth-oriented environment that values autonomy precision and entrepreneurial thinking.
Required Skills:
CPA license required. 710 years of progressive tax experience with strong preference for background in wealth management family offices or serving high-net-worth clients. Deep hands-on experience preparing and reviewing-S and 1065 returns with strong command of federal state and local tax law. Demonstrated ability to deliver high-value tax consulting and advisory to HNW individuals families and multigenerational wealth structuresincluding estate gift and trust matters. Entrepreneurial mindset: comfortable operating with autonomy building structure where none exists and making decisions that will have long-term impact. Tech-savvy and process-oriented with interest in leveraging modern tools (including AI-assisted workflows) to scale quality service delivery. Strong interpersonal and communication skillsable to build trust with both advisors and end clients and to bring genuine authority to advisory conversations.
