Tax Manager/Director, High Net Worth Individuals

Overview

As a Tax Director/Manager at CLA Florida, you will lead tax engagements for franchise ownership clients, shaping tax strategies and succession planning. You will mentor and supervise the tax team, drive client service, and advance professional development. The role sits in the Business Tax team and offers opportunities to deepen industry expertise through events and trainings. You'll work directly with clients to help their businesses thrive and contribute to CLA's community-focused mission.

Compensation / Benefits

• health
• dental
• vision
• 401k
• wellness programs
• comprehensive benefits

Responsibilities

• Consult with franchise ownership clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members to build inspired careers
• Foster opportunities for clients, communities, and people
• Attend industry-leading events and trainings to become an industry professional
• Perform a range of tax procedures aligned with engagement size and complexity
• Review complex partnership, S-corp, pass-thru, and HNW personal tax returns

Key requirements

• minimum 6 years of tax experience in public accounting or professional services
• Bachelor's Degree in Accounting, Finance, or related field
• Active JD, CPA, or EA certification
• desire to grow within a supportive firm
• strong problem-solving mindset and client-focused approach
• ability to collaborate with high-performing teams and client stakeholders
• enjoy helping clients' businesses succeed strategically

• leadership
• mentorship
• strong communication
• tax engagements management
• partnership taxation
• S-corp taxation