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Tax Planning Manager Jobs in Boca Raton, FL (NOW HIRING)

Aspen Talent Solutions

Tax Manager

Fort Lauderdale, FL

$106K - $139K/yr

Analytical skills to interpret financial data, identify tax planning opportunities, and assess tax ... Manage tax engagements such as tax compliance, tax planning, and tax consulting services within the ...

Kosmos

Tax Manager

Fort Lauderdale, FL · On-site

$150K - $225K/yr

Tax Planning : Lead income tax planning projects for both individuals and businesses to optimize ... Mentor, train, and manage staff to promote skill development and enhance overall team efficiency.

Spartan Placements, LLC

Tax Manager

Fort Lauderdale, FL

$106K - $139K/yr

Provide strategic tax planning around compensation structures, K-1 allocations, multi-state issues, and entity structuring * Lead multiple client engagements and manage budgets, workflow, and ...

Springline Advisory, Inc.

Tax Manager

Plantation, FL · On-site

$110 - $160/hr

Lead complex tax planning and projections for closely held businesses and their owners. * Oversee ... Manage and mentor tax managers and staff, fostering technical development and leadership growth.

Springline Advisory

Tax Manager

Plantation, FL · On-site

$110K - $144K/yr

Lead complex tax planning and projections for closely held businesses and their owners. * Oversee ... Manage and mentor tax managers and staff, fostering technical development and leadership growth.

PKFOD

Tax Manager

Fort Lauderdale, FL · On-site

$90 - $130/hr

Provide proactive tax planning and advisory support tailored to: * S‑Corp * High Net Worth ... Manage, coach, and mentor staff and seniors on professional services client work. * Review ...

Elevate

Tax Director

Boca Raton, FL · On-site

Provide sophisticated tax consulting and advisory services while managing complex compliance engagements * Serve as a trusted advisor to clients on tax planning, entity structuring, business ...

The Third Group

Tax Senior

Boca Raton, FL · On-site

Identify tax planning opportunities and technical issues, communicating findings to managers and clients * Assist with responses to IRS and state tax notices and audits * Monitor changes in tax law ...

NorthPoint Search Group

Tax Manager

Fort Lauderdale, FL · On-site

$106K - $139K/yr

Manages complex tax compliance for partnerships and other pass-through entities, identifies tax planning opportunities, oversees workflows and deliverables, leads staff development, and serves as the ...

Spartan Placements, LLC

Tax Manager

West Palm Beach, FL · Hybrid

$110K - $130K/yr

Strategize with partners and the client engagement teams on tax planning * Work closely with the management team to mentor, train, and supervise staff Basic qualifications: * Bachelor's degree * CPA ...

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All JobsTax Planning JobsTax Planning Manager JobsTax Planning Manager Jobs in Boca Raton, FL

Tax Planning Manager information

See Boca Raton, FL salary details

$52.2K

$122.8K

$167K

How much do tax planning manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for tax planning manager in Boca Raton, FL is $122,765.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,300.00 and $138,100.00 per year, depending on experience, location, and employer.

What does a tax planning manager do?

A Tax Planning Manager oversees the development and implementation of strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws and regulations. They analyze financial data, stay updated on tax legislation, and advise management or clients on the best ways to structure transactions and operations for tax efficiency. Additionally, they may supervise tax staff, coordinate with external auditors, and prepare or review tax returns. Their goal is to optimize tax outcomes and reduce risks related to tax compliance.

What are the key skills and qualifications needed to thrive as a tax planning manager?

To thrive as a Tax Planning Manager, you need a deep understanding of tax laws, strong analytical skills, and typically a degree in accounting, finance, or a related field, often supported by CPA or similar certification. Proficiency with tax software such as CCH Axcess, Thomson Reuters, and advanced Excel skills is highly valuable. Outstanding communication, attention to detail, and strategic thinking set top performers apart in this role. These skills are crucial for minimizing tax liabilities, ensuring compliance, and providing valuable guidance to clients or organizations.

What are some common challenges faced by a tax planning manager, and how can they be effectively managed?

Tax Planning Managers often face challenges such as staying updated with frequently changing tax laws, managing complex client portfolios, and ensuring compliance across multiple jurisdictions. These challenges can be effectively managed by committing to ongoing professional development, leveraging tax software for automation and accuracy, and fostering strong communication with both clients and internal teams. Collaborating closely with legal, finance, and audit departments also helps in identifying potential risks early and implementing proactive solutions.

What is the difference between Tax Planning Manager vs Tax Accountant?

AspectTax Planning ManagerTax Accountant
CertificationsCPA or EA often preferredCPA or EA often preferred
Work EnvironmentStrategic planning, advising clients or companiesPreparing tax returns, compliance, and reporting
Industry UsageUsed in corporate, consulting, and accounting firmsCommon in accounting firms, corporate finance, and small businesses
Primary FocusTax strategy, planning, and minimizing liabilitiesTax preparation, compliance, and reporting

The main difference between a Tax Planning Manager and a Tax Accountant lies in their focus. The Tax Planning Manager concentrates on developing tax strategies and advising clients or organizations to optimize tax liabilities. In contrast, the Tax Accountant primarily handles preparing tax returns and ensuring compliance. Both roles often require similar certifications and work in related environments, but their core responsibilities differ significantly.

Is a tax planning manager a stressful job?

A tax planning manager often faces stress during peak tax seasons due to tight deadlines and complex regulations. The role requires strong analytical skills, attention to detail, and the ability to manage multiple client accounts, which can contribute to a high-pressure environment. However, workload and stress levels can vary depending on the organization and workload management practices.

What are popular job titles related to Tax Planning Manager jobs in Boca Raton, FL?

For Tax Planning Manager jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Tax Planning Manager jobs in Boca Raton, FL look for?

The top searched job categories for Tax Planning Manager jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Tax Planning Manager jobs?

Cities near Boca Raton, FL with the most Tax Planning Manager job openings:

Tax Planning Manager jobs near you

Tax Manager, Client Advisory and Tax Planning

Caliber Recruiting Group

Boca Raton, FL • On-site, Remote

$130K - $170K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 28 days ago

Key responsibilities

  • Perform tax preparation and review work for multiple entities including partnerships, C Corps, S Corps, trusts, estates, and high net worth individuals.

  • Research and implement tax liability and asset protection strategies, providing tax planning and advisory services to clients.

  • Interact with and mentor junior tax employees, and collaborate with partners and founders on complex tax issues and strategies.

Job description

We have a new role partnering with a growing, top-rated CPA and business advisory services firm here in the absolutely gorgeous city of Boca Raton, FL.


This is a locally owned CPA firm that helps hundreds of businesses in various industries including logistics, retail, distribution, manufacturing, healthcare, construction, and professional services. Services include Tax prep and review for C-Corps, S-Corps, estates, trusts, and partnerships.


If you are looking for a great role that provides growth and to work with amazing clients on tax planning and advisory services in a one-on-one environment, reach out and apply to us today. This opportunity does also have a partner track as a growing area firm, that is rapidly adding new clients in the area.


Responsibilities & Duties:


  • Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work for private and public businesses.
  • Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities.
  • Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees
  • Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients


Qualifications & Experience Needed:


  • Bachelors Degree in accounting or equivalent (Finance, Business, Data analytics)
  • 4-6 years of public accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role.
  • CPA preferred and or CPA in progress and ability to sit for CPA relatively soon
  • Enrolled Agent also acceptable with 4-6 years of public accounting experience, (CPA type firm)
  • Experienced in a variety of Tax / accounting software programs including CCH, Pro System, and or other tax planning software (Thompson Reuters)
  • Experience with tax review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements
  • Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations


Pay and Benefits of the Position:


  • $130,000-$170,000 salary per year +bonus
  • Healthy PTO Plan
  • Medical / Health Insurance employee subsidized
  • 401(k)
  • Dental HMO
  • Full time
  • Hybrid and remote options can be established

If is this sounds like a great role for you, please reach out to hire@caliberrecruit.com today!


If not, still email your resume to us and we can also see what else may be of interest as our roles come in often and we may have a different role you like.


We look forward to connecting with you soon. -Andrew