Tax Manager

Why Work With Us? At ERPS Group, we are on a mission to empower business owners and medical practice owners to achieve financial freedom. By helping our clients uncover hidden cash, reduce tax burdens, and implement tax-efficient strategies, we provide the guidance they need to live their best life and create lasting success. We believe in making a real impact—not only for our clients but for our team. At ERPS Group, you’ll be part of a supportive, collaborative environment where growth and development are not just encouraged but celebrated. Your work will matter, and you’ll help reshape the future of financial services, transforming lives and businesses along the way. We don’t just help our clients—we help our team thrive. When you join us, you’ll be a part of a company that invests in its people and fosters an inclusive culture of accountability, innovation, and success. Position Overview As a Tax Manager at ERPS Group, you will play a pivotal role in providing comprehensive tax services to high-net-worth clients, guiding them through complex tax decisions, and helping them optimize their financial strategies. From tax advisory to tax preparation and client CFO planning, you will be responsible for ensuring the highest standards of service while mentoring a team of professionals. Your expertise will directly impact the financial success of our clients and help drive the continued growth of ERPS Group. Key ResponsibilitiesTax Advisory Services Analyze the tax implications of business and investment decisions, offering actionable advice on income deferral and tax-efficient strategies. Assist clients with estate and gift tax planning, including wealth transfer and legacy strategies. Present tax plans to new clients during initial meetings, ensuring alignment with their financial goals. Conduct regular TAS (Tax Advisory Services) and CAS (Client Advisory Services) meetings, providing clients with insights on business structure, investments, and retirement planning. Tax Preparation Review, prepare tax returns and sign off, ensuring all necessary forms, schedules, and documentation are accurate and complete. Ensure timely filing and compliance with federal, state, and local tax laws. Amend previously filed returns, as necessary, to correct errors or omissions. Host kickoff calls and review meetings for new and existing tax prep clients, providing proactive guidance throughout the year. Client CFO Planning and Strategy Work directly with clients to develop financial and business strategies that support growth and financial independence. Provide ongoing financial analysis and recommendations to help clients achieve their business objectives. Monitor the success of client strategies and identify opportunities for business expansion. Team Leadership and Development Supervise and mentor junior tax professionals, ensuring timely and accurate completion of tasks. Conduct performance evaluations and provide constructive feedback to foster team growth and development. Encourage team collaboration and create a positive, inclusive work environment. Quality Control and Risk Management Ensure the accuracy and completeness of tax workpapers, calculations, and disclosures. Maintain compliance with all relevant tax reporting standards and regulations. Proactively identify and mitigate potential risks related to tax filings and client relationships. Business Development Identify opportunities to upsell and cross-sell tax services to existing clients, helping them achieve greater financial success. Contribute to the creation of marketing materials, client presentations, and educational content to highlight ERPS Group’s tax expertise. Attend industry events, webinars, and networking opportunities to generate leads and referrals for new business. Key Performance Indicators (KPIs) Revenue Growth: Achieve annual revenue targets through effective tax planning and client acquisition, with a focus on upselling and cross-selling tax services. Client Growth: Increase the number of new clients acquired each quarter, focusing on high-value, long-term relationships. Client Satisfaction: Maintain a client satisfaction rate of 99%, ensuring clients receive the highest level of service and value. Tax Return Accuracy: Ensure that 95% of returns are completed and filed a month before the due date, with minimal errors and revisions. Team Development: Mentor and develop junior team members, ensuring they are equipped to meet performance goals and deliver top-quality service. On-Time Delivery: Ensure 95% of all tax returns, filings, and tax plans are completed ahead of deadlines, maintaining operational efficiency and client trust. What We Offer Competitive Salary: $100k-$150k Base salary with performance-based incentives. Comprehensive Benefits: 401(k), profit sharing, health insurance, and more. Career Growth: Opportunities for leadership development and career advancement within a growing company. Impactful Work: Join a team that’s making a tangible difference in the lives of clients while advancing your own career. Company Culture: A collaborative, innovative work environment that values continuous improvement and celebrates success. Hybrid Role: The candidate should be available to work from our Miami office Core Values Inspirational Team Player Disciplined Authentic Accountable Goal & Result-Oriented REQUIREMENTS: 7+ years of experience in tax preparation 5+ years of experience managing a team of 10+ 5+ years of experience in a private sector 2+ years of experience in a corporate setting A CPA license, or be an enrolled agent (EA) & stay up to date with all licenses as well as remain knowledgeable on current/new tax codes An insatiable hunger to find ways for our clients to save money on taxes How to Apply If you are a motivated and experienced Tax Manager with a passion for delivering high-quality client service and making a meaningful impact, we’d love to hear from you. Please submit your resume and a 1-min video explaining why you’re the perfect fit for this role. Job Type: Full-time Pay: $100,000.00 - $150,000.00 per year Benefits: 401(k) 401(k) matching Flexible schedule Health insurance Paid time off Professional development assistance Referral program Work from home Application Question(s): Why do you want to work at ERPS Group? You must answer this question in order to be considered for the role. You can use our website to help develop your response. https://erpsgroup.com/ Experience: tax preparation: 7 years (Required) License/Certification: CPA or EA (Required) Work Location: In person