Tax Manager (Florida)
Core
Lead client relationships and prepare/review/deliver income tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses.
Role type
Senior Tax Manager (Individual & Entity)
Builds
Tax compliance services and financial planning for high-net-worth clients (via careerplan.io/jobs/5233061008-tax-manager-florida-at-merceradvisors)
Domain
Wealth Management / Tax Services
Required skills
Individual and entity tax preparation, tax research, tax law knowledge, client communication, team mentoring, time management
Preferred skills
Master's degree in Tax, CCH/Axcess/Workflow/Practice/SafeSend experience
Technologies
CCH Axcess, Workflow, Practice, SafeSend
Responsibilities
Prepare, review, and sign tax returns for high-net-worth individuals, trusts, and businesses; Create quarterly estimates and projections; Perform tax research; Mentor a team of tax associates and specialists; Communicate tax law changes and analysis to clients; Respond to tax notices and correspondence
Seniority
Senior, hands-on IC with mentoring responsibilities
