What are the responsibilities and job description for the Tax Director / Senior Tax Manager position at Whitman Advisory Job Community?
Tax Director / Senior Tax Manager – Professional Services & HNW
📍 Location: Hollywood, FL (Hybrid options available)
🕒 Employment Type: Full-Time
💰 Salary Range: $160,000 – $210,000 bonus (depending on experience)
Overview
We are seeking an experienced Tax Director or Senior Tax Manager to lead complex tax engagements for professional services clients, high-net-worth individuals, and related entities. This role blends technical tax expertise, client advisory, and team leadership.
Key Responsibilities
- Serve as primary client advisor, delivering proactive tax planning strategies
- Manage engagements across:
- S-Corps, Partnerships, Pass-throughs
- High Net Worth individuals
- Trusts & Estates
- Review complex returns: 1040, 1041, 1065, 1120-S, 709
- Advise on:
- Multi-state taxation
- Partner compensation & K-1 allocations
- Entity structuring & conversions
- Retirement and wealth planning strategies
- Lead multiple engagements, manage budgets, and ensure timely delivery
- Collaborate with attorneys, advisors, and external stakeholders
- Mentor and develop staff; review workpapers and technical deliverables
Qualifications
- Bachelor’s in Accounting (MST, JD, or LLM in Tax is a plus)
- CPA or EA required
- 7 years in public accounting
- Strong experience in HNW, partnerships, S-corps, trusts, and multi-entity structures
- Experience with multi-state tax issues
- Familiarity with tax platforms (CCH, BNA, RIA; CCH Axcess preferred)
- Proven leadership and client management skills
Why Join
- High-impact advisory role with complex, sophisticated clients
- Leadership opportunity with team development responsibilities
- Competitive compensation performance bonus
- Strong work-life balance and growth potential
Salary : $160,000 - $210,000