Job Description
Senior Tax Manager at Swindell, Bohn, Durden & Phillips - CPAs & Advisors Senior Tax Manager at Swindell, Bohn, Durden & Phillips - CPAs & Advisors in Neptune Beach, Florida Posted in 4 days ago.
Type:
full-time Job Description:
Senior Tax Manager Direct applicants only. We are not accepting agency submissions for this position. At SBDP, we are growing and seeking talented professionals who want to build meaningful careers with a firm that values its people and its community. Recognized as a 2025 Top 100 Firm and one of Accounting Today's Best Small Firms to Work For , we are proud of the strong, supportive culture our team has built. We are a midsize public accounting firm serving small businesses and healthcare providers with tax, accounting, and audit services. Our philosophy is simple:
how would you want to be treated if you were the client? That mindset shapes everything we do; our clients aren't just numbers, and neither are our team members. Located just blocks from the Atlantic Ocean, we embrace a relaxed, coastal feel while delivering exceptional service. We work hard, collaborate openly, and always look for opportunities to help each other grow. If you're someone who values community, professional excellence, and a workplace where your voice matters, you'll fit right in at SBDP. Overview The Senior Tax Manager is responsible for leading complex tax compliance, planning, and advisory engagements while delivering exceptional client service and driving team performance. This role provides advanced technical expertise, manages high-level client relationships, oversees multiple engagements, and contributes to firm profitability through effective leadership, planning, and execution. The Senior Tax Manager serves as a key leader within the tax department, supporting operational excellence, staff development, and business growth. Responsibilities Lead complex tax compliance, planning, and advisory engagements while delivering high-quality client service and driving team performance Serve as a technical resource on complex federal, state, and specialty tax matters, including review of individual, corporate, partnership, trust, gift, and estate returns Prepare and review advanced tax planning strategies, projections, and research, translating findings into clear, actionable recommendations Apply tax laws, regulatory requirements, and professional standards to develop practical, compliant solutions while identifying risks and opportunities Collaborate with firm leadership to resolve complex issues and improve processes, workflows, and efficiencies Manage and grow strong client relationships, serving as a trusted advisor and primary point of contact Oversee engagements from planning through delivery, ensuring quality, timeliness, and profitability Communicate complex tax matters clearly to clients, internal teams, and taxing authorities Respond to audits, inquiries, and notices, representing clients as appropriate Identify opportunities to enhance service delivery and provide proactive, value-added insights Lead multiple engagements simultaneously, managing scope, budgets, timelines, and deliverables Monitor realization, utilization, and workflow to support operational effectiveness Identify engagement risks and escalate issues as needed Support consistency and efficiency in tax department processes, policies, and procedures Contribute to training initiatives and promote continuous learning across the team Identify and pursue opportunities to expand services within existing client relationships Support proposals, client pursuits, and growth strategies in collaboration with firm leadership Build market and industry knowledge to identify advisory opportunities Participate in networking, marketing, and relationship-building efforts Contribute to new service offerings and enhancement of existing services Mentor, coach, and develop team members through feedback, guidance, and support Review work to ensure accuracy and quality while supporting professional development Foster a collaborative, respectful, and high-performing team environment Support recruiting, onboarding, and retention efforts Promote an inclusive and respectful work environment where team members feel supported and valued Adapt communication styles to meet diverse needs and support equitable distribution of work and opportunities Model inclusive behaviors and contribute to a culture of accountability and belonging Qualifications Bachelor's degree in Accounting or a related field 8+ years of public accounting experience 3-5 years of relevant supervisory or management experience Active CPA license required Strong experience in tax compliance, planning, and research across multiple entity types Experience with tax research tools (RIA or similar) required Experience with CS Suite, UltraTax, and complex entity structures preferred Gift, estate, trust, and partnership tax experience is a plus Strong communication, leadership, analytical, and client-service skills Collaborative, proactive mindset with a commitment to continuous improvement and staff development Work/Life Balance & Employee Benefits Taking care of our people is central to who we are. SBDP is committed to providing a work environment that supports both professional success and personal well-being. Our comprehensive work?life package includes:
Flexible, reduced schedule outside of busy season (May through December), with most schedules reflecting approximately 36 hours per week Firm-paid medical, dental, and life insurance premiums (employee coverage) Firm contribution to Health Savings Account Flexible Spending Accounts 401(k) retirement plan with firm contribution Paid Time Off (PTO) Twelve paid holidays Firm-paid community service hours Firm-paid CPE credits Work Location Jacksonville Beach, FL (In-office / Hybrid) Work visa sponsorship is not available for this position. Direct applicants only. Agency submissions will not be considered. Notice to Third Party Agencies SBDP does not accept unsolicited resumes from staffing agencies or recruiters. Any unsolicited resumes submitted to SBDP, or provided directly to any of our employees, will be considered the property of SBDP. SBDP
reserves the right to hire candidates at its sole discretion without any obligation to compensate the submitting agency or recruiter.
