Swindell, Bohn, Durden & Phillips - CPAs & Advisors ยท 2 days ago
Tax Manager (Hybrid in Jacksonville Beach, FL)
Jacksonville Beach, FL
Full-time
Hybrid
Senior Level
$100K/yr - $140K/yr
5+ years expSwindell, Bohn, Durden & Phillips is recognized as a 2025 Top 100 Firm and one of the Best Small Firms to Work For by Accounting Today. The Tax Manager will be responsible for compliance, research, and special projects in all areas of tax while overseeing a small team, ensuring timely and accurate deliverables for clients.
AccountingConsultingFinancial Services
No H1B
Responsibilities
Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types with a focus on Individual
Review compiled financial statements for Corporations, Not for Profit entities, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records
Prepare and review complex tax planning projections for individual and corporate estimated tax liability
Manage and monitor client deliverables and due dates
Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
Conduct complex tax research and prepare memorandum outlining findings and conclusions
Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices
Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
Lead department in knowledge of software, processes, and workflows
Qualification
Required
Bachelor's degree in accounting or related field
CPA license is required
5 years of tax experience in a public accounting firm, or a blend of corporate tax and public accounting firm experience
1+ years of relevant supervisory experience
Experience in individual tax compliance, planning
Tax research experience (RIA)
Strong interpersonal and communication skills; able to work both independently and as part of a team
Eagerness to learn and develop professionally
Desire and ability to train and mentor interns and junior staff
Preferred
Experience in CS Suite and UltraTax is a plus
Gift, estate, and trust return experience is a plus
Experience in partnership tax is a plus
Benefits
Generally only work 36 hours per week outside of busy season
Office is closed on Fridays (May through December)
Firm-Paid insurance premiums for Medical, Dental and Life Insurance (employee coverage)
Firm Contribution to Health Savings Account
Flexible Spending Accounts
401K Retirement Plan w/Firm Contribution
Paid Time Off
12 paid Holidays
Firm-paid CPE Credits
Firm-paid Community Service hours
Company
Swindell, Bohn, Durden & Phillips - CPAs & Advisors
Dedicated to Serving Our Clients & Our Community The SBDP team is dedicated to providing clients with timely, cost-effective and proactive tax, accounting and business consulting services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christina Cutler
CPA-Partner & Director of Small Business & Accounting
Company data provided by crunchbase