Tax Manager - CPA Required - HNW/Trust & Estate Exp. Required

Tax Manager - CPA Required - HNW/Trust & Estate Exp. Required Palm Beach Gardens, FL Full-TimeOn-Site$130,000 - $180,000 /yr Posted May 13, 2026 We are a local Midsize firm headquartered in West Palm Beach. We are about 50 employees total with 3 offices in Florida. WPB, Orlando, and Miami. We focus on high-end, HNW/UHNW clients with numerous pass-through entities. As a firm we focus on tax, accounting, valuation, and wealth management services. Many of our clients use us as a family office and come with a lot of high-complexity issues, especially in the gift, trust, and estate tax realm. We are looking for an experienced tax manager with strong experience in the fiduciary tax world and complex tax compliance background to be a client service focused manager. We can offer flex hours, strong financial growth path, limited busy seasons, and a collaborative group to work on complex tax matters. What you need 7+ Years of Public Accounting Active CPA or JD/LLM Strong HNWI, Partnership, s-corp experience Strong knowledge of federal and state fiduciary income tax, estate tax, and gift tax Proficiency with tax software (e.g., CCH Axcess, GoSystem, or similar) Familiarity with estate planning strategies and wealth transfer techniques Excellent communication and client service skills Strong attention to detail and organizational abilities Ability to manage multiple engagements and deadlines What you will be doing Serve as the primary point of contact for high-net-worth individuals, families, and fiduciaries Build and maintain trusted client relationships Review and prepare individual and pass-through returns (Forms 1040, 1065, 1120s, 990) Review and prepare complex trust, estate, and gift tax returns (Forms 1041, 706, 709) Advise clients on estate planning, charitable giving, and wealth transfer strategies Research and interpret tax laws and regulations related to trusts and estates Provide guidance on tax implications of estate administration and fiduciary responsibilities Supervise and mentor junior staff and seniors Review workpapers and ensure quality control across engagements Benefits Base Salary - $130,000-$180,000 Full Medical, Dental, Vision 401k with match PTO Annual Bonuses Limited Busy Season Hours High-End Clientele Flex Hours Unlimited Growth Potential (path to partner) For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills CPATax ManagerPublic AccountingTax SupervisorTax PlanningTax AccountingTax ReturnspreperationreviewHNWI Corey Sanders is recruiting for this position Email me your resume to apply for this job

Job ID:

CS20-1986879

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