Tax Manager
You know the difference between reviewing work and actually leading people through the thinking behind it.
If you’re the person juniors come to instead of panic-emailing partners, you’ll fit in here. And if you’ve ever thought, “I’m already doing the job, I just don’t have the authority or runway yet,” this role will resonate.
This is a 25-person, pure tax firm with no audit and no bureaucracy, where partners are planning succession rather than empire-building. It’s a place for leadership without suffocation.
The firm doesn’t bring in outside shareholders. They grow their own. Two partners are planning to hand off significant books of business within the next five years, with two more following within the next ten. Succession is real, structured, and discussed openly, not quietly dangled as a future possibility.
The work itself is exactly what you’d expect at this level, but without unnecessary friction. You’ll review and prepare returns across individuals, S-corps, partnerships, trusts, and estates. You’ll coach staff and help shape the next layer of talent, not just sign off at the end. You’ll manage client relationships directly, without filters or layers getting in the way. Your portfolio will sit at roughly 60% entities and 40% individual work.
You’ll be in the office initially to build presence and credibility, then move into a hybrid rhythm like the rest of the team, with most people working two to three days remotely. The firm is actively modernising, moving toward a fully paperless environment in stages rather than forcing rushed change. Individual returns will be paperless this season, with the rest following.
This role suits someone who holds a CPA, enjoys developing people rather than just reviewing files, and prefers open-door leadership to politics and posturing. Someone who values influence over badge-polishing.
Most of the team has been here for years for a reason. Flexibility is real, early and late starts are normal, family comes first, and partners genuinely listen. Progression isn’t talked about in theory, it happens in practice.
You don’t need to tick every box to explore this. Applying isn’t a commitment. At worst, you have a conversation and decide the timing isn’t right. At best, you step into a firm where progression actually happens.
If you have questions or want to talk through whether this could be the right next step, feel free to call or text me on +1 813 981 7845
Applying for a job is not a marriage proposal. It is simply a conversation.
If it feels right, great.
If it does not, you will still walk away with more clarity about what you want next.