Senior Tax Manager / Tax Director jobs in United States
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Morling & Company ยท 1 month ago

Senior Tax Manager / Tax Director

positionFort Myers, FL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$130K/yr - $180K/yr
date7+ years exp

Morling & Company is expanding into the Fort Myers market and is seeking an accomplished Senior Tax Manager or Tax Director to lead complex tax engagements and elevate client advisory services. This role is designed for a leader who excels in high-level tax strategy and will oversee sophisticated engagements while mentoring a developing team.

AccountingFinanceFinancial ServicesProfessional Services
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H1B Sponsor Likelynote

Responsibilities

Oversee and review highly complex individual, corporate, and partnership tax returns
Lead advanced tax planning, research, and multidimensional advisory work for clients
Serve as a senior-level relationship manager for key accounts, delivering proactive and strategic guidance
Mentor, supervise, and develop tax staff and managers; help build a high-performing local team
Support business development efforts and help expand Morling's presence in the Fort Myers area
Work closely with firm leadership on operational strategy, workflow design, and service expansion
Prepare for increased leadership responsibilities consistent with a director-level or partner-track role

Qualification

CPATax strategyClient advisoryAdvanced tax certificationsMaster's in taxationPublic accounting experienceLeadershipMentoringStrategic thinking

Required

CPA required; advanced tax certifications or master's in taxation a plus
7-10+ years of progressive public accounting tax experience, including prior management-level responsibilities
Deep technical knowledge across individual, corporate, partnership, and multi-state taxation
Strong client advisory skills -- able to translate complex tax issues into meaningful strategies

Benefits

Partnership potential for a seasoned leader looking to step into an ownership trajectory.
A values-driven culture grounded in professionalism, responsiveness, and exceptional service.
Direct exposure to high-net-worth individuals, business owners, and clients with sophisticated planning needs.
A firm that encourages innovation, strategic thinking, and collaborative leadership.
An opportunity to create real impact -- influencing both firm direction and regional growth.

Company

Morling & Company

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Morling & Company is a tax and financial advisory company.
dateFounded in 1981
location
San Francisco, California, USA
people-size11-50 employees
web-link
https://www.morling.com/

H1B Sponsorship

Morling & Company 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
2021 (1)

Funding

Current Stage
Early Stage
Company data provided by crunchbase