<p>We are looking for an experienced Senior Tax Manager to join our team in St Petersburg, Florida. In this role, you will play a key part in overseeing complex tax-related tasks for a diverse portfolio of clients across various industries. This opportunity offers mentorship and opportunities for growth within a firm committed to excellence.</p><p><br></p><p>What’s in it for you?</p><ul><li>Join a respected firm with deep community roots</li><li>Fast track to shareholder</li><li>Work with diverse clients across industries and sectors</li><li>Get mentored by partners invested in your success</li><li>Access strong benefits, bonuses, and career stability</li></ul><p><br></p><p>Responsibilities:</p><p>• Review and prepare federal and state income tax returns for individuals, businesses, fiduciary trusts, estates, and tax-exempt organizations.</p><p>• Establish and maintain strong client relationships by demonstrating comprehensive knowledge of their industries and financial needs.</p><p>• Draft internal memoranda, correspondence, and documentation for submission to relevant tax authorities.</p><p>• Oversee multiple client accounts, ensuring efficient management of budgeted hours and project timelines.</p><p>• Provide training and mentorship to less experienced staff members to enhance their technical expertise.</p><p>• Conduct thorough research on tax-related topics, summarizing findings and providing actionable solutions.</p><p>• Utilize advanced tax software and tools, including CCH ProSystem Fx, to ensure accurate and efficient reporting.</p><p>• Assist with annual income tax provisions and corporate tax return filings.</p><p>• Offer guidance on entity formation and compliance with applicable tax laws.</p>
<p>KEY RESPONSIBILITIES: </p><p>• Lead long-term financial forecasting and scenario modeling in alignment with strategic planning efforts </p><p>• Oversee all aspects of capital structure, including banking relationships, credit facilities, and investment strategy </p><p>• Provide financial analysis and support for mergers, acquisitions, land transactions, and major capital investments Risk Management & Insurance Oversight </p><p>• Direct all insurance activities</p><p>• Manage risk exposure across the enterprise through proactive planning, insurance coverage, and compliance protocols </p><p>• Investigate and evaluate the potential formation of a Single Parent Captive for insurance optimization Governance, Tax & Legal Coordination </p><p>• Oversee all matters related to corporate governance and trust administration </p><p>• Coordinate with outside legal counsel on financing, real estate, and M& A transactions </p><p>• Serve as the primary liaison to external CPAs for corporate and beneficiary trust tax planning and return preparation </p><p>• Participate as a strategic member of the Operational Executive Team, contributing as needed based on the lifecycle stage and needs of the business </p><p>• Lead and develop the Accounting team, ensuring accurate financial reporting, compliance, and internal controls </p><p>• Oversee IT operations and systems strategy to ensure security, scalability, and data availability in alignment with business needs </p>
