Tax Manager or Senior Tax Manager – Fort Lauderdale, FL

Tax Manager or Sr. Tax Manager – join our professional team!

Are you looking for a wonderful opportunity to use the breadth of your accounting skills with an elite and growing local CPA firm?  Do you truly enjoy being in a client-facing role?   If so, read on!  Templeton & Company is currently searching for a talented Tax Manager or Sr. Tax Manager to support our expanding tax, audit and consulting practice in our Fort Lauderdale office.   This is a management level position requiring the leadership skills to supervise tax staff within the practice and take responsibility for client work and client communications with an emphasis on small, medium and large private client service offerings.


Why Templeton?

We are an award winning, local regional accounting firm serving our South Florida based clients with offices in West Palm Beach, Fort Lauderdale and Wellington. We offer large firm capability garnered from our leadership team’s unique experience, with a rare level of quality. Our non-bureaucratic culture with an emphasis on extraordinary client service, supported by ongoing training and learning, are just part of what makes us different.  An industry leader, we provide strategic, value-added professional services in many disciplines including assurance, business strategies and valuations, tax, technology and family office.  Over the years we have assisted our clients and their families with countless transactions, technology implementations and business and financial issues.

Our entrepreneurial spirit, excellent service and proactive client approach have helped make us one of South Florida’s largest locally-based accounting firms.  We are proud of our long-term clients who continue to call on us as their companies and their personal needs change and grow.  As a result, we have been honored by the South Florida Business Journal as a “Power Leaders in Accounting” for 4 years in a row, and Inside Public Accounting has recognized us numerous times: as an “All Star Firm,” one of the “Fastest Growing Firms” and consistently as a “Top 300 Firm” in the United States. We are an independent member firm of the BDO Alliance.

Snapshot of key accountabilities:

This role will include identifying and implementing tax planning and consulting opportunities, preparation and review of client tax calculations, management of client tax relationships, and supervising and developing staff, including:

  • Interact closely with clients to provide innovative tax planning, consulting and compliance expertise
  • Review tax returns prepared by staff to ensure accurate, complete and timely preparation and delivery of all clients’ tax returns
  • Review and perform tax research and consult on complex tax matters
  • Identify, research and implement tax planning and tax savings strategies
  • Review, supervise and delegate the management of “tax season tax compliance”
  • Manage and develop tax staff by providing coaching and performance feedback
  • Prepare and complete billing in a timely manner
  • Work with the firm’s Partners on client tax matters
  • Seek advice of superiors regarding issues or problems relating to compliance and consulting

Traits required for success:

Our ideal candidate is a positive, energetic leader and team member with strong analytical skills and attention to detail.  You are an organized, self-disciplined, and self-starter while comfortable performing work with supervision of our Tax Partners.  You function well in a fast paced environment without sacrificing high standards for high quality work.  Getting the job done and done right is mission critical as you weigh your decisions carefully and thoroughly based on your expertise.    Excellent one-on-one client communication skills, a hard work ethic, team approach, view to moving up the ladder, and a positive and willing attitude are absolutely essential characteristics for this position!

Skills/Experience/Knowledge required:

  • Minimum 6 years public accounting experience (Big 4 and/or Regional Accounting firm experience a plus)
  • Certified Public Accountant
  • Strong Partnership, S-Corp, Individual and multi-state tax preparation and review experience
  • Some level of C-Corp and Tax Provision (ASC 740, ASC 740-10) expertise
  • General knowledge of FASB regulations, GAAS, and GAAP
  • Experience managing 4-6 tax staff and senior associates
  • Bachelor’s Degree in Accounting; Masters in Taxation or LLM a plus
  • Strong skills in Microsoft Excel and Word
  • Experience with tax technology similar to CCH WK, CheckPoint, ProSystem Tax, Engagement, Fixed Assets required
  • Client billing and administrative skills a must