About the Tax Manager (Equity Opportunity) Role at Robert Half

Robert Half is thrilled to partner with a rapidly expanding business services group in Lakeland, Florida, launching a brand-new, independently operated CPA firm. This is your rare chance to join at the ground level and build a thriving tax and accounting practice from scratch. With an established client base, robust internal sales support, and visionary leadership dedicated to innovation and sustainable growth, this role offers unparalleled autonomy and impact.

As the Tax & Accounting Manager, you'll spearhead both operational excellence and strategic vision for a portfolio of small business clients, focusing on S-Corps and partnerships. This position is perfect for a proactive CPA or Enrolled Agent (EA) eager to escape the constraints of traditional firms and dive into a dynamic, entrepreneurial environment where your ideas directly shape the firm's future. Embrace equity opportunities, profit sharing, and the satisfaction of creating something extraordinary in the heart of Florida's growing business landscape.

Key Responsibilities

• Lead comprehensive accounting and tax engagements, ensuring precision in compliance and delivering strategic tax planning for small businesses, S-Corps, and partnerships.
• Cultivate year-round client relationships through consultative advising, focusing on tax optimization, financial accuracy, and business growth support.
• Drive client acquisition and integration via internal referrals and targeted business development initiatives to fuel firm expansion.
• Design and deploy scalable processes, cutting-edge technology platforms, and innovative service models that enhance efficiency and profitability.
• Partner with executive leadership to craft service offerings, competitive pricing strategies, and ambitious growth roadmaps.
• Manage end-to-end client lifecycle—including onboarding, billing, and satisfaction metrics—to maximize retention and recurring revenue streams.
• Build and lead high-performing teams by recruiting top talent, providing hands-on training, and fostering a culture of mentorship and excellence.
• Contribute to firm-wide decisions on culture, operations, and innovation, positioning the practice for long-term market dominance.

Required Qualifications

To excel in this pivotal role, candidates must bring a blend of technical expertise, leadership acumen, and entrepreneurial spirit. We seek professionals with:

• An active CPA or EA license, backed by 5+ years of hands-on experience in tax and accounting for small to mid-sized businesses.
• Deep proficiency in S-Corp and partnership taxation, compliance standards, and strategic advisory services.
• Demonstrated success in client management, business development, and process optimization within fast-paced environments.
• Strong technical skills in accounting software (e.g., QuickBooks, Xero), tax preparation tools (e.g., UltraTax, CCH), and emerging fintech solutions.
• Exceptional interpersonal skills for building trusted client partnerships and leading teams effectively.
• A forward-thinking mindset with experience scaling operations and implementing technology-driven workflows.
• Proven ability to thrive in autonomous roles, with a passion for innovation and growth in the CPA industry.

This role demands not just technical know-how but a visionary approach to transform challenges into opportunities in Lakeland's vibrant business community.

Why Join Us?

This isn't just a job—it's a launchpad for your career in tax and accounting. Gain equity stakes and profit-sharing potential in a firm poised for explosive growth, all while enjoying the stability of an existing client pipeline and sales infrastructure. Work in a collaborative, innovative culture where your voice shapes everything from service lines to strategic pivots.

Lakeland, Florida, offers an ideal backdrop: a booming economy, central location between Tampa and Orlando, and a high quality of life with lakeside charm and no state income tax. Robert Half provides unmatched recruitment support, connecting you to this equity-rich opportunity. Competitive salary estimated at $110,000-$150,000, plus incentives, reflects market rates for top Tax Managers in the region.

Ready to build legacy? Submit your resume and contact Brian Upshaw at 813-259-7602 (Job #01070-0013329772). SEO keywords: Tax Manager jobs Lakeland FL, CPA careers Florida, equity opportunity accounting roles, Robert Half tax positions.