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

PKFOD

Tax Supervisor

Fort Lauderdale, FL · On-site

$85 - $115/hr

Key Responsibilities Client Engagement & Relationship Management * Serve as a primary day‑to‑day contact for clients and assist in maintaining strong client relationships. * Provide tax planning ...

PKF O'Connor Davies

Tax Supervisor

Hollywood, FL · On-site

$101K - $133K/yr

Key Responsibilities Client Engagement & Relationship Management * Serve as a primary day-to-day contact for clients and assist in maintaining strong client relationships. * Provide tax planning and ...

Ahearn Jasco + Company

Be Seen First

Tax Professional

Pompano Beach, FL · On-site

$85K - $110K/yr

Review financial information for tax reporting accuracy and identify planning opportunities. * Respond to IRS and state tax notices and assist with tax examinations. * Manage multiple client ...

Solid Rock Recruiting LLC

Tax Senior

Fort Lauderdale, FL · On-site +1

$90K - $125K/yr

Conduct tax research and communicate findings clearly to clients and team members * Assist in the management of client engagements, including planning and supervising staff * Identify tax planning ...

Spartan Placements, LLC

Tax Supervisor

Fort Lauderdale, FL · On-site

$106K - $139K/yr

Manage client engagements and serve as a key day-to-day client contact * Research and resolve complex tax issues across multi-entity and multi-state structures * Identify tax planning opportunities ...

Oxbow Corporation

Tax Manager

West Palm Beach, FL · On-site

$107K - $140K/yr

The Tax Manager is responsible for managing the Company's U.S. tax compliance activities, including ... planning initiatives, and strategic business transactions as assigned. Requirements Education

New

Current

Tax Manager | International Tax

Boca Raton, FL · Remote

$127K - $161K/yr

Managing engagements, including the planning and supervision of the tax return preparation process, coordinating tax consulting projects * Identifying tax planning & consulting opportunities ...

Hill Barth and King LLC

Tax Manager

Boca Raton, FL · On-site

$105K - $138K/yr

... planning, and resolving complex tax issues. * Strong interpersonal and communication skills ... Excellent time management skills and the ability to work effectively with all the internal team and ...

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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

Senior Manager Tax Services- Corporate Tax

Berkowitz Pollack Brant

Fort Lauderdale, FL • On-site

Full-time

Re-posted 24 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.
Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly's expansive national and global network, enhanced resources, and broad range of opportunities.
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Position Summary
As a Senior Manager of Tax Services - Corporate / Business Services, you will serve as a trusted advisor to clients and a key leader within the tax practice. This role is responsible for overseeing complex tax engagements, providing advanced tax planning and consulting services, and driving the delivery of high-quality client solutions.
The Senior Manager will take ownership of significant client relationships, mentor and develop managers and staff, and collaborate closely with partners on client strategy, practice growth, and firm initiatives. This position offers a clear path to Director and Partner-level leadership for high-performing professionals.
Key Responsibilities
  • Serve as the primary relationship manager for complex and high-value corporate and business services tax clients
  • Oversee and direct multiple tax engagements, ensuring technical excellence, risk management, and timely delivery
  • Lead advanced tax planning and consulting projects involving C corporations, partnerships, S corporations, and high-net-worth individuals
  • Identify and proactively address tax risks and planning opportunities, providing strategic recommendations aligned with client business objectives
  • Review and approve complex federal, state, and local income tax returns and related filings
  • Provide technical leadership on complex tax issues, including multi-state taxation, entity structuring, and transactional matters
  • Manage and resolve federal and state tax audits, examinations, and notices
  • Collaborate with partners to develop and execute client service strategies, engagement pricing, and scope management
  • Play an active role in business development efforts, including identifying cross-selling opportunities, participating in client proposals, and expanding existing client relationships
  • Lead, mentor, and develop managers, seniors, and staff through coaching, performance evaluations, and technical training
  • Drive process improvements, standardization, and adoption of best practices to enhance efficiency and scalability
  • Monitor engagement economics, including budgeting, billing, and realization
  • Represent the firm professionally in client meetings, internal leadership discussions, and external networking opportunities

Qualifications & Requirements
  • Bachelor's degree in Accounting required
  • CPA license required
  • Master's degree in Taxation or related field strongly preferred
  • Minimum of 8+ years of progressive tax experience, including significant experience in business entity taxation within a public accounting environment
  • Demonstrated expertise in tax compliance and consulting for C corporations, partnerships, and S corporations
  • Strong technical knowledge of federal and state tax regulations, with the ability to apply complex rules to practical client situations
  • Proven experience managing complex engagements and serving as the primary client contact
  • Track record of mentoring and developing high-performing teams and future leaders
  • Excellent research, analytical, and problem-solving skills
  • Exceptional written, verbal, and presentation skills
  • Strong project management, organizational, and leadership abilities
  • Client-focused, results-oriented, and strategic mindset
  • Experience supporting business development and practice growth initiatives preferred

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Apply