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Bennett Thrasher · 1 day ago

Tax Managing Director - Premier Wealth

Tampa, FL

Full-time

Onsite

Director/Executive

8+ years exp

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. As a Managing Director, you will spearhead the development and growth of the premier wealth tax compliance practice, driving strategy, team building, client acquisition, and operational excellence to establish this practice as a market leader.

ConsultingInformation Technology

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Client Relationship Management & Tax Compliance Oversight: Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets

Team Leadership and Development: Help build and lead a dedicated team of tax professionals, with an emphasis on strategies that support continued growth in this service line

Client Relationship Management: Build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth

Tax Compliance Oversight: Oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for premier wealth clients engaged in wealth building

Integration with Firm Resources: Collaborate with our ultra-high-net-worth practice to share best practices, tools, and insights, and create synergies that enhance service delivery across the firm

Innovation and Process Improvement: Develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation

Performance Metrics and Reporting: Establish key performance indicators (KPIs), monitor progress, and report on financial and operational results to firm partners

Mentorship and Knowledge Sharing: Foster a culture of continuous learning by mentoring junior staff and contributing to firm-wide training programs on tax topics relevant to premier wealth clients focused on building wealth

Qualification

CPA licenseTax compliance expertiseLeadership skillsAdvanced degreesTax preparation softwareClient-centric mindsetEntrepreneurial mindsetCommunication

Required

Bachelor's degree in Accounting, Finance, or a related field

CPA license required

Minimum of 8+ years in tax compliance and planning

At least 5 years focused on high-net-worth individuals or similar client segments

Proven track record in building or leading a tax practice

Experience developing and leading teams

Possess a passion for building and creating new practices

History of successfully launching or scaling service offerings in a dynamic, growth-oriented environment

Ability to lead, inspire, and develop teams

Drive performance and foster collaboration

Experience scaling operations and managing projects from inception to execution

Deep knowledge of tax laws affecting high net worth clients

Proficiency with tax preparation software such as Scan/Verify

Familiarity with CRM systems

Excellent communication and interpersonal skills

Client-centric mindset

Preferred

Advanced degrees (e.g., Master's in Taxation)

Additional certifications (e.g., CFP, JD)

Company

Bennett Thrasher

Bennett Thrasher is the eighth largest Atlanta-based full-service certified public accounting and consulting firm.

Founded in 1980

Atlanta, Georgia, USA

201-500 employees

http://www.btcpa.net/

H1B Sponsorship

Bennett Thrasher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)

2022 (1)

2020 (1)