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Tax Manager, Private Client Group

Boca Raton, FL 10036

Posted: 06/15/2026 Employment Type: Direct Placement Job Number: 28632447 Pay Rate: 140000-180000 USD/Year

Job Description

A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams. This position can be in Boca Raton, FL or Palm Beach Gardens, FL, or in New York City.
The Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This role will include oversight, management, and detailed review of complex income tax filings for individuals, trusts, family investment partnerships, gift, and estate tax returns, interpreting tax law changes, and ensuring compliance with tax regulations. The Tax Manager will be involved in developing tax-efficient strategies, managing client relationships, and overseeing a team of tax professionals.

RESPONSIBILITIES:
  • Build and maintain strong relationships with high-net-worth clients.
  • Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates and gift taxes.
  • Understand clients'financial goals, assets, and investment portfolios.
  • Provide personalized tax planning and advisory services tailored to individual client needs.
  • Communicate complex tax concepts in an understandable manner to clients.
  • Conduct in-depth analysis of clients'financial situations to identify tax planning opportunities.
  • Develop and implement tax-efficient strategies to minimize clients'tax liabilities.
  • Ensure compliance with local, state, and federal tax laws and regulations.
  • Supervise and mentor junior tax staff.
  • Provide guidance, training, and support to team members.
  • Review the work of team members to ensure accuracy and compliance with tax laws.
  • Stay updated on changes in tax laws, regulations, and industry trends.
  • Conduct research on specific tax issues and provide recommendations to clients.
  • Analyze tax implications of various financial decisions, such as investments and estate planning.

QUALIFICATIONS:

Education:
  • Bachelor's degree in accounting, finance, or related field. A Master's degree or CPA certification is a plus.

Experience:
  • 5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients.
  • Strong knowledge of tax laws, regulations, and compliance requirements.
  • Exceptional analytical and problem-solving skills.
  • Excellent communication and interpersonal skills for building and maintaining client relationships.
  • Leadership abilities and experience managing a team of tax professionals.
  • Detail-oriented with a high level of accuracy in work.
  • Ability to work under pressure and meet deadlines.

Compensation:
  • Competitive annual salary in the range of $140, 000 to $180, 000, based on individual's experience level.

Meet Your Recruiter

Byron Johnson

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About Boca Raton, FL

Ready to embark on a rewarding career journey in Boca Raton, Florida? Explore our list of exciting job opportunities in this vibrant and bustling city. Boca Raton, known for its beautiful beaches, upscale shopping at Mizner Park and Town Center Mall, and cultural events at the Boca Raton Museum of Art and The Wick Theatre, offers a unique blend of work and play. With a thriving economy, stunning parks like Red Reef Park and Gumbo Limbo Nature Center, and a strong sense of community, Boca Raton provides endless growth possibilities for job seekers. Join us in discovering the charm and endless opportunities that this remarkable Florida city has to offer!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison