Tax Manager – Real Estate Tax Planning (CPA)
linkedinFort Lauderdale, FL
$135,000 to $150,000APPLY NOW (opens in a new tab)
Tax Manager – Real Estate Tax Planning (CPA)
linkedinFort Lauderdale, FL
today
$135,000 to $150,000
APPLY NOW (opens in a new tab)About the role
Hire #1: a CPA tax manager who would rather advise than prep. Own our most complex real estate and business owner relationships, lead their tax planning, and train the senior advisors who join after you. Reasonable hours, no busy-season grind.$135K–$150K base plus discretionary bonus | In person in Fort Lauderdale, FLA note from Matthew Blumberg, CPA, Founder I built Palm Beach Tax Advisory on a simple belief: clients want results, not just returns filed. Every strategy we design starts with the person (their business, their family, their goals), and we work closely with their attorneys, financial advisors, and other professionals so the plan actually gets implemented. What drives me is helping people keep more of what they earn and turn it into lasting wealth, and I believe this proactive, results-first approach is where the tax profession is headed. If that kind of work excites you, I'd love to build it with you. A typical day You're on calls with clients and their advisors, such as attorneys, wealth managers, and lenders, then building the tax plans that come out of those conversations. Most client meetings are virtual over Microsoft Teams. This is a client-facing, collaborative role, not document chasing and prep.
What you'll do:
- Client leadership
- Serve as the dedicated CPA and account manager for our most complex clients
- Build custom tax plans covering entity structuring, cost segregation, 1031 exchanges, depreciation strategy, real estate professional status, and short-term rental rules
- Review prior-year returns for missed deductions and errors
- Coordinate with clients' outside tax preparers and advisors, and make introductions to outside advisors when a plan calls for itTeam leadership
- Oversee and train our senior tax advisors, and review their plans and returns, mainly Forms 1120-S, 1065, and 1040 Lead onboarding in our planning approach, and coach seniors toward manager-level work
- Partner with the founder on processes, review standards, and client service as we grow
- Why this is different from a Big 4 or regional firm
- Reasonable hours year-round, with no busy-season grind
- Advisory work with clients and their advisors, not a return mill
- Work directly with the founder, as the first seat on a team being built now
- Structured onboarding and training before you lead it for others
- The details
Location:
In person at 6365 NW 6th Way, Fort Lauderdale, FL 33309, with hybrid possible after one year
Pay:
$135,000 to $150,000 base, depending on experience, plus a discretionary bonus tied to client results and firm growth
Benefits:
Health insurance, 401(k), and paid time off Team growth: Several senior and manager hires planned, starting January 2027 What you bring
Must-have:
- An active CPA license 10+ years of tax experience
- Extensive real estate tax knowledge, including Sections 1031, 168(k), 469, and 1250, cost segregation, and real estate professional status
- Extensive small business tax knowledge, including partnerships, S corps, and entity structuring
- Experience supervising, reviewing, and training tax professionals
- Proficiency in Microsoft Office, including Teams and Copilot
- Nice-to-haveAn EA credential or a Master's in Taxation
- ProSeries experience
How to apply: Apply here. Interviews will begin Mid-November
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JOB OVERVIEW
Salary
$135,000 to $150,000
Experience level
Lead
Location
Fort Lauderdale, FL
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
today
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