Tax Manager – Family Office

Location: Fort Lauderdale, United States; other listed locations include Tampa and Miami. Most roles follow a hybrid workstyle aligned to an hirify.global office.

Salary: $95,400–$180,400 annually, plus eligibility for a discretionary bonus based on firm and individual performance.

Company

hirify.global provides professional services to middle-market clients and operates a Family Office Enterprise practice serving ultra-high-net-worth families across family office, operating business, and investment structures.

What you will do

• Advise single-family, multi-family, and virtual-family office clients and multigenerational families on structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
• Manage and oversee engagement teams handling entity, individual, fiduciary, gift, and estate taxation, including planning and executing client tax engagements.
• Collaborate with specialists on estate and gift planning and taxation, state and local taxation, and international taxation.
• Provide leadership, training, and career mentorship to staff- and supervisor-level team members.
• Collaborate with senior leadership on growth opportunities with existing clients and prospects.
• Develop and sustain relationships with clients and other professional advisors through strong client service.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• CPA, EA, or JD required.
• At least 5 years of experience in public accounting or a family office, with an emphasis on taxation; the most recent years must include managing client engagements.
• Proficiency in at least one area of entity, individual, or fiduciary taxation, with an understanding of complex investments and related tax implications.
• Familiarity with multistate taxation.
• Strong written and verbal communication skills, the ability to work collaboratively, and the ability to handle multiple tasks simultaneously.

Nice to have

• Experience with private client or business taxation and a desire to grow skills in the private client family office arena.
• Experience working with family office clients or working in a family office.
• Experience with gift and estate taxation.

Culture & Benefits

• Hybrid workstyle with in-person connection based on client, team, development, and relationship-building needs.
• Exposure to strategic tax planning, business advisory, and compliance work.
• Customized career paths, specialized training programs, cutting-edge technology, annual goal setting, performance advisors, and coaching with real-time developmental feedback.
• Competitive benefits and compensation package.
• Discretionary bonus eligibility based on firm and individual performance.