Tax Manager
Tax Manager - Fort Myers, Florida
Morling & Company
Are you ready to step into a role that blends technical tax leadership with entrepreneurial opportunity? Morling & Company is launching its new Fort Myers office, and we're seeking an experienced, forward-thinking Tax Manager to join us at the ground floor of a major growth initiative -- with a clear pathway to partnership.
About Morling & Company
Morling & Company is a full-service tax, accounting, and business consulting firm known for its professional, responsive, and high-quality service. Our mission is simple: Maximize Your Financial Well-Being.
We serve individuals, business owners, executives, and professionals with complex needs, offering tax planning, accounting, consulting, and business services.
With the opening of our Fort Myers location, you'll play a pivotal role in helping bring Morling's long-standing reputation for excellence to Southwest Florida.
The Opportunity
As Tax Manager, you will lead tax service delivery for high-value clients, mentor the local tax team, and help develop and grow the Fort Myers office. This role is designed for a leader who is excited by ownership, strategic growth, and playing a foundational role in a new market.
Most importantly, this position comes with a partnership track--ideal for someone ready to take the next step in their career.
Why Join Morling & Company in Fort Myers?
- Be part of launching and growing a brand-new office in a rising Florida market.
- Clear partnership track -- an opportunity to become an owner, not just an employee.
- A values-driven culture built on professionalism, responsiveness, and quality.
- Exposure to a diverse, sophisticated client base.
- A firm that supports continuous learning, career growth, and professional excellence.
- The chance to make a meaningful impact on both the firm and the community.
Key Responsibilities
- Lead preparation, review, and sign-off of complex individual and business tax returns.
- Drive proactive tax planning strategies aligned with clients' goals.
- Serve as trusted advisor to clients, delivering insights and exceptional service.
- Mentor and develop tax staff; help build a strong, collaborative local team.
- Contribute to business development, process improvements, and strategic growth efforts in the Fort Myers market.
- Assume increasing leadership responsibilities as part of the partnership path.
Who You Are
- CPA (or equivalent) required, with 5+ years of progressive tax experience.
- Strong technical expertise across individual and business taxation.
- Confident working with executives, entrepreneurs, and high-net-worth individuals.
- Entrepreneurial mindset -- motivated by building, improving, and leading.
- Strong communication and leadership skills; enjoy mentoring rising professionals.
- Based in (or willing to relocate to) Fort Myers, FL.
Apply Today
If you're a driven tax professional ready to take ownership of your career, lead a team, and build something meaningful in a growing market, we encourage you to apply. Join Morling & Company and help shape the future of our new Fort Myers office.
- Dental
- Life Insurance
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- Retirement Savings
- Vision