Epstein · 1 week ago
Senior Tax Manager
Epstein is a firm that prioritizes smart, efficient workflows and a healthy work-life balance. They are seeking a Senior Tax Manager to review tax returns for accuracy and compliance, identify tax-saving opportunities, and maintain strong client relationships while mentoring junior staff.
Responsibilities
Review business and individual tax returns (1065, 1120, 1120S, 1040, 1041, 5471/5472, etc.) for accuracy, completeness, and compliance
Prepare more advanced or specialized returns as needed
Identify tax-saving opportunities and ensure proper tax positions
Research complex issues; document positions and ensure federal/state/local compliance
Maintain organized workpapers; communicate directly with clients on status and deliverables
Stay updated on new tax law changes and ensure timely implementation within the firm’s processes
Communicate proactively regarding deadlines, deliverables, tax positions, and planning opportunities
Explain complex tax matters in a client-friendly way
Build and maintain strong client relationships and ensure high-quality client service
Mentor and support staff, seniors, and interns in developing their technical and soft skills
Assist in developing and improving the firm’s internal processes, templates, and workflows
Help implement technology solutions that enhance efficiency and accuracy
Qualification
Required
Active Florida CPA license required
5+ years of recent public accounting tax experience with demonstrated experience reviewing returns and managing engagements
Proficiency with modern tax preparation software and Excel; strong written/verbal communication
Preferred
Master's in Taxation (MST) strongly preferred; Master's in Accounting accepted with strong tax background
Benefits
100% employer-paid health insurance for employees
401(k) match
PTO (vacation + sick)
Company
Epstein
You are not the best version of yourself right now, plain and simple! Whether a company or organization that needs a better grasp on their employees, a trade school or university wanting to set their students up for future success, personally embarking on a new career search, or working to better your mind, body, soul, and pocketbook, Epstein is the Right Coach at the Right Time!
Funding
Current Stage
Early StageCompany data provided by crunchbase