Tax Supervisor | Private Client Group | up to $130k
Palm Beach Gardens, FL or Boca Raton, FL (Hybrid)
Most tax jobs read like an ingredients label: returns, compliance, supervision, advisory. Necessary, yes, but about as inspiring as a cereal box. The truth is, what sets this role apart isn’t the mechanics of filing returns; it’s the people it’s for, and the problems it helps solve.
This isn’t about churning out forms for faceless corporations. It’s about working with individuals, families, and the entities that protect their wealth, trusts, estates, partnerships, private foundations. It’s about ensuring the ambitions, legacies, and eccentricities of the very wealthy are handled with precision, foresight, and just enough creativity to make them glad they called.
The role sits in the sweet spot where technical tax expertise meets human psychology. Clients don’t just want efficiency; they want reassurance that their affairs are handled by someone who understands both the numbers and the bigger picture. The supervisor becomes the person families rely on when wealth, legacy, and law intersect—a role that’s equal parts strategist, translator, and confidant.
The person who thrives here:
- Has 4+ years of experience working with high-net-worth individuals and families.
- Understands that in private client work, technical answers are only half the value—the other half is empathy and clarity.
- Balances analytical rigour with the ability to build long-term relationships.
- Is as comfortable mentoring people internally as they are advising clients externally.
- Likely holds a CPA, or is working toward it, but more importantly, sees professional growth as an ongoing process.
In short: this isn’t a compliance job. It’s a chance to help individuals and families make sense of their wealth, protect their legacies, and navigate complexity with confidence. For those who like their tax work to be as human as it is technical, this is exactly that kind of role.