Senior Tax Manager / Tax Director - Fort Myers, Florida

Morling & Company

Morling & Company is expanding into the Fort Myers market and is seeking an accomplished Senior Tax Manager or Tax Director to lead complex tax engagements, elevate client advisory services, and help drive the growth of our new office. This is a rare opportunity for a seasoned tax professional who is ready for greater leadership, deeper client impact, and meaningful advancement -- including potential partnership consideration for the right candidate.

About Morling & Company

Morling & Company is a full-service tax, accounting, and business consulting firm committed to professionalism, responsiveness, and delivering the highest-quality service. Our mission, Maximize Your Financial Well-Being, guides our work with individuals, executives, entrepreneurs, and businesses across a broad spectrum of industries.

As we establish our Fort Myers presence, you will play a central role in bringing Morling's established reputation for excellence to a new, rapidly growing market.

The Opportunity

This role is designed for a leader who excels in high-level tax strategy, complex review work, and hands-on client advisory. As Senior Tax Manager / Tax Director, you'll oversee sophisticated engagements, mentor a developing team, and partner directly with firm leadership on growth initiatives for the new Fort Myers office.

For the ideal candidate, this position offers substantial upward mobility -- including a pathway to partnership as the office scales.

Why Join Morling & Company in Fort Myers?

• Help lead, build, and shape a new office in one of Florida's most dynamic markets.
• Partnership potential for a seasoned leader looking to step into an ownership trajectory.
• A values-driven culture grounded in professionalism, responsiveness, and exceptional service.
• Direct exposure to high-net-worth individuals, business owners, and clients with sophisticated planning needs.
• A firm that encourages innovation, strategic thinking, and collaborative leadership.
• An opportunity to create real impact -- influencing both firm direction and regional growth.

Key Responsibilities

• Oversee and review highly complex individual, corporate, and partnership tax returns.
• Lead advanced tax planning, research, and multidimensional advisory work for clients.
• Serve as a senior-level relationship manager for key accounts, delivering proactive and strategic guidance.
• Mentor, supervise, and develop tax staff and managers; help build a high-performing local team.
• Support business development efforts and help expand Morling's presence in the Fort Myers area.
• Work closely with firm leadership on operational strategy, workflow design, and service expansion.
• Prepare for increased leadership responsibilities consistent with a director-level or partner-track role.

Who You Are

• CPA required; advanced tax certifications or master's in taxation a plus.
• 7-10+ years of progressive public accounting tax experience, including prior management-level responsibilities.
• Deep technical knowledge across individual, corporate, partnership, and multi-state taxation.
• Strong client advisory skills -- able to translate complex tax issues into meaningful strategies.

Apply Today

If you're a senior-level tax leader ready to help launch a new office, expand your influence, and pursue a future ownership path, Morling & Company invites you to apply.

Join us and help shape both the future of our Fort Myers office and the next chapter of your career.