What are the responsibilities and job description for the Senior Tax Manager position at Financial Solution Advisors?
Build your career with a top Florida CPA firm, and a real path to partner.
Financial Solution Advisors offers a fast partner track for the right Senior Tax Manager. If you're a motivated, self-starter who loves educating clients about tax savings and planning for their financial future, and you thrive working both independently and as part of a team, we want to hear from you.
This is a full-time position based in our Jacksonville, FL office, with eligibility for remote work. Compensation is $120,000 to $140,000, commensurate with experience, plus a full benefits package that includes employer paid health insurance, life insurance, short-term and long-term disability, company match on 401K contributions (4%), a generous amount of paid time off and professional development support.
Why FSA:
We've been named a Best Place to Work by Florida Trend, Jacksonville Business Journal, Accounting Today, and Inc. FSA operates a values-aligned workplace and focuses on making a positive difference in the lives of our team, our clients, and our community.
Responsibilities
- Provide professional tax preparation and planning services to assigned clients
- Meet with assigned business clients and high net worth individual tax clients at least annually for tax planning
- Assist clients in complying with federal, state, and local tax requirements, and monitor filing deadlines
- Supervise staff in tax work, and keep staff advised of tax developments
- Review all tax returns upon completion
- Provide guidance for special tax engagements, such as representing clients before tax authorities
- Research tax questions raised by clients and staff
- Monitor engagement progress against budgets and due dates
- Maintain referral source relationships, and keep clients aware of new services
Must-have
- 5 years of recent public accounting experience
- Active CPA license
- Self-motivated, hard-working, team-oriented
Nice-to-have (won't disqualify an otherwise strong candidate)
- Knowledge and use of UltraTax
- Prior experience supervising or mentoring tax staff
- Series 65, Personal Financial Specialist, or Certified Financial Planner
Financial Solution Advisors is proud to be an Equal Opportunity Employer.
Job Type: Full-time
Pay: $120,000.00 - $140,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- AD&D insurance
- Bereavement leave
- Continuing education credits
- Dental insurance
- Dependent health insurance coverage
- Disability insurance
- Employee assistance program
- Flexible schedule
- Food provided
- Health insurance
- Health savings account
- License reimbursement
- Life insurance
- Opportunities for advancement
- Paid time off
- Parental leave
- Prescription drug insurance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Experience:
- Public accounting: 5 years (Required)
License/Certification:
- FL CPA License (Required)
Work Location: Remote
Salary : $120,000 - $140,000