Tax Manager
Job
Secord & Co.
Sarasota, FL (In Person)
Full-Time
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Job Description
Job DescriptionJob Description We are seeking an experienced Tax Manager to join our growing Tax Department. In this role, you will oversee a portfolio of individual and business clients, lead tax engagements, mentor staff, and drive proactive tax planning strategies. As a Tax Manager, you'll have ownership of complex client relationships and the opportunity to shape the direction of our tax practice. Key Responsibilities Manage and review federal and state tax returns for individuals, partnerships, S-corps, and C-corps Lead proactive tax planning and advisory engagements Supervise, mentor, and develop tax staff and seniors Build and maintain strong client relationships Research complex tax issues and communicate solutions clearly Identify new business development and cross-service opportunities Ensure quality control and compliance with firm standards Qualifications CPA license required (EA considered) 5+ years of public accounting experience with progressive responsibility Strong knowledge of individual and business taxation Experience with tax planning and advisory services Proven ability to manage client relationships Experience mentoring and developing team members Proficiency with professional tax software Preferred Experience with multi-state taxation Knowledge of real estate, high-net-worth, or small business taxation Business development experience Benefits Competitive salary with performance bonuses 401(k) with company match Generous PTO and paid holidays CPA exam support and CPE reimbursement New business incentive bonuses Employee referral program Company DescriptionCompany Description True North Tax Advisory Group is a full-service tax and accounting firm headquartered in Florida, serving individuals and businesses nationwide with proactive, strategy-driven financial guidance. The firm specializes in year-round tax planning, compliance, and advisory services designed to minimize tax liability, maximize financial outcomes, and support long-term wealth building. With a team of experienced professionals and decades of combined expertise, True North integrates cutting-edge technology with a concierge-level service model to deliver personalized, high-touch client experiences. Their offerings include tax planning and preparation, bookkeeping and accounting, CFO advisory, payroll and HR support, and specialized services such as multi-state tax compliance, real estate tax strategy, and estate planning. The firm differentiates itself through a proactive approach-actively identifying tax-saving opportunities throughout the year rather than focusing solely on filing returns. Through structured service tiers and a unique rewards program, True North delivers scalable support tailored to each client's needs, from basic compliance to comprehensive strategic advisory. Committed to accuracy, compliance, and long-term client success, True North Tax Advisory Group empowers clients with the insights and strategies needed to make informed financial decisions, optimize tax positions, and achieve sustainable growth.
Company DescriptionCompany Description\r\nTrue North Tax Advisory Group is a full-service tax and accounting firm headquartered in Florida, serving individuals and businesses nationwide with proactive, strategy-driven financial guidance. The firm specializes in year-round tax planning, compliance, and advisory services designed to minimize tax liability, maximize financial outcomes, and support long-term wealth building.\r\n\r\nWith a team of experienced professionals and decades of combined expertise, True North integrates cutting-edge technology with a concierge-level service model to deliver personalized, high-touch client experiences. Their offerings include tax planning and preparation, bookkeeping and accounting, CFO advisory, payroll and HR support, and specialized services such as multi-state tax compliance, real estate tax strategy, and estate planning.\r\n\r\nThe firm differentiates itself through a proactive approach-actively identifying tax-saving opportunities throughout the year rather than focusing solely on filing returns. Through structured service tiers and a unique rewards program, True North delivers scalable support tailored to each client's needs, from basic compliance to comprehensive strategic advisory.\r\n\r\nCommitted to accuracy, compliance, and long-term client success, True North Tax Advisory Group empowers clients with the insights and strategies needed to make informed financial decisions, optimize tax positions, and achieve sustainable growth.
Company DescriptionCompany Description\r\nTrue North Tax Advisory Group is a full-service tax and accounting firm headquartered in Florida, serving individuals and businesses nationwide with proactive, strategy-driven financial guidance. The firm specializes in year-round tax planning, compliance, and advisory services designed to minimize tax liability, maximize financial outcomes, and support long-term wealth building.\r\n\r\nWith a team of experienced professionals and decades of combined expertise, True North integrates cutting-edge technology with a concierge-level service model to deliver personalized, high-touch client experiences. Their offerings include tax planning and preparation, bookkeeping and accounting, CFO advisory, payroll and HR support, and specialized services such as multi-state tax compliance, real estate tax strategy, and estate planning.\r\n\r\nThe firm differentiates itself through a proactive approach-actively identifying tax-saving opportunities throughout the year rather than focusing solely on filing returns. Through structured service tiers and a unique rewards program, True North delivers scalable support tailored to each client's needs, from basic compliance to comprehensive strategic advisory.\r\n\r\nCommitted to accuracy, compliance, and long-term client success, True North Tax Advisory Group empowers clients with the insights and strategies needed to make informed financial decisions, optimize tax positions, and achieve sustainable growth.
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