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Tax Manager
Oldsmar, FL
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DiMarco & Associates CPAs

Tax Manager

Job Description

The Mission As Tax Manager at DiMarco & Associates, your mission is to serve as a pod-level technical leader, team manager, and trusted client advisor. You will prepare and review complex returns, deliver proactive tax strategy, and help develop the people around you. You report to the Senior Tax Manager and are a key part of the firm's continued transition toward a premium, advisory-led practice.
Our Core Values Respectful:
Humble confidence, polished professionalism, genuine care.
Accountable:
We do what we say and own our results.
Solutions-Oriented:
We leave no stone unturned for our clients. Happy to
Help:
We serve clients and teammates with positivity and pride.
What Success Looks Like Technical Excellence:
You prepare and review complex returns with a high accuracy rate and minimal rework. You catch issues before they leave the pod.
Client Relationships:
Your clients feel advised, not just serviced. They hear from you proactively and trust your judgment.
Team Contribution:
You make the people around you better. Junior staff learn from working with you.
Team Management:
Your pod runs well. Work is assigned and reviewed on time, junior staff have clear direction, and the Senior Tax Manager can trust you to manage your team. What You'll Do Prepare and Review Complex Returns. Individual (1040), corporate (1120-S), partnership (1065), and trust returns. You're comfortable with multi-state and multi-entity structures. Deliver Proactive Tax Strategy. Tax projections, entity structuring, compensation planning, and year-end strategy for clients. You think ahead, not just at deadline. Lead Client Relationships. Act as the primary advisor for a portfolio of high-value clients. You run planning sessions, communicate clearly, and own the relationship. Develop Junior Staff. Mentor and review the work of associates and preparers in your pod. You raise the floor. Represent Clients Before the IRS. Handle audits, notices, and inquiries with confidence and professionalism. Contribute to Firm Initiatives. Stay current on tax law, participate in process improvement, and bring ideas that make the firm better. What You Need to Succeed Minimum Qualifications EA required; CPA strongly preferred 8+ years of public accounting experience Deep experience in individual, corporate, and partnership taxation Proficiency with UltraTax CS Proven ability to manage client relationships at the advisory level Strong written and verbal communication skills Core Competencies (A-Player Qualities)
Technical Mastery:
Deep expertise in tax planning, compliance, and complex return review.
Client-Centric:
You make tax strategy clear and actionable. Clients feel confident talking to you.
Leadership & Mentorship:
You coach junior staff and hold yourself and others to a high standard.
Problem Solver:
You diagnose issues quickly and propose smart, defensible solutions.
Ownership & Accountability:
You follow through. Full stop.
Growth Mindset:
You stay ahead of tax law changes and bring new ideas to the team. Nice-to-Haves Experience with Canopy or SurePrep Familiarity with trust taxation or captive insurance structures Prior experience in an EOS-run organization Ambition to grow into a firm leadership role Our Tech & Tools We run on UltraTax CS, Canopy, Instead, SurePrep, and QBO. We are actively evaluating AI-augmented tax planning and preparation tools with the goal of upgrading our workflows starting in 2027. The right person for this role will be curious about where the technology is going, not resistant to it. Why DiMarco & Associates? $120,000-$140,000 base based on experience Performance bonuses tied to firm and team results 401(k) with 4% employer match Health insurance + optional dental and vision Generous PTO and flexible work arrangements A client base worth advising; not a revolving door of 1040s Clear path to firm leadership for the right person In-office perks including car detailing and massage days during tax season
Location:
In-office at our Oldsmar, FL location or hybrid preferred. Fully remote considered for the right candidate.
Pay:
$120,000.00 - $140,000.00 per year
Benefits:
401(k) Health insurance Paid time off
Work Location:
Hybrid remote in Oldsmar, FL 34677

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Other Retirement and Savings
  • Bonuses/Stipends
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