Job Description
Overview
Job Title: Senior Tax Manager or Partner
Location: Orlando, Onsite
Job Type: Full-Time
Location: Orlando, Onsite
1705 Edgewater Drive, #540311. Orlando, FL 32854
13 employees, using CCH software
Compensation: $150,000 – $300,000 (commensurate with experience, client base, and leadership scope) Unlimited Upside.
Who We Are
At Keystone, we believe we’re the only CPA firm with a documented “Cradle to Grave” strategy for our clients. From incorporation to growth planning to the eventual sale of the business, our role is to be the glue that holds our clients’ business and financial lives together.
We are more than a traditional tax and consulting firm—we think differently. Our team not only provides tax expertise but also empowers clients in areas like exit planning, business sales, and strategies to keep more of what they’ve earned. If you have the technical tax skillset and the desire to learn how to help business owners sell their businesses without losing unnecessary dollars to taxes, Keystone is where you can thrive.
Our Clients & Team
Our Tax Services team partners with privately owned middle-market companies, high-net-worth individuals, and trusts & estates. We collaborate across the firm to deliver forward-thinking solutions that protect and grow our clients’ wealth.
Success at Keystone requires more than technical skill. Our strongest team members demonstrate:
• Collaboration
• Critical Thinking
• Emotional Intelligence
• Executive Presence
• Growth Mindset
• Intellectual Curiosity
• Results Focus
Responsibilities
• Manage a portfolio of clients, including billing, workflow, and deliverables.
• Review and sign tax returns for individuals, corporations, partnerships, estates, trusts, and non-profits.
• Supervise, mentor, and tra