Senior Tax Advisor – Sarasota, FL Position Available In Manatee, Florida
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Job Description
Senior Tax Advisor – Sarasota, FL
Sarasota, FL
Posted:
28/05/2025
Employment Type:
Full Time
Job Number:
3255804
Remote Friendly:
Not Allow
Job Description Tired of the long hours in public accounting? Feeling stuck in an industry role with little to no upward mobility? We’re partnering with a well-established, highly respected wealth advisory firm in Sarasota, Florida that might be the next step you’re looking for. Founded in 2002, the firm also has offices in Columbus and Lancaster, Ohio, and continues to grow with a strong reputation and client base. This opportunity is ideal for someone with a strong background in individual tax planning who’s looking to step into a more strategic, client-focused role. One unique perk of joining this team: the ability to become a Registered Investment Advisor (RIA) — opening the door to additional income opportunities outside of traditional tax work.
Key responsibilities:
Provide strategic tax planning for high-net-worth individuals and families, including estate, trust, and gift tax considerations
Serve as the lead contact for client relationships on all tax-related matters
Research and advise on complex tax situations (multi-state, partnership, international, etc.)
Ensure accurate and timely tax compliance
Mentor and supervise junior team members
Contribute to firm development and client service initiatives What makes this opportunity stand out: A collaborative, relationship-driven environment
The ability to take on more advisory work, not just compliance
Opportunities for professional growth and increased income
A stable firm with long-term client partnerships What we’re looking for: Bachelor’s degree in Accounting, Finance, or related field
CPA license
5+ years of tax experience, preferably in public accounting or a similar client-facing environment
Strong knowledge of individual income tax and high-net-worth client tax planning
Experience with trusts, estates, and gift taxation
Excellent communication and client relationship management skills
Strong attention to detail and organizational skills
Entrepreneurial mindset If after reading this post you’re thinking: “Wow, sounds like my dream job!” Reach out to me! In addition to applying to the ad, give me a call or shoot over an email – the best candidates do both! Lexi Jenkins 440-627-6901 Lexi@emeraldresourcegroup.com
