CPA Tax Accountant

Asset Allies Tax; Ocala (FL); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading tax strategy firm is seeking a Tax Manager to lead tax strategy and compliance primarily for healthcare practices. In this role, you will prepare and review complex business tax returns and provide proactive tax planning. Candidates should possess an active CPA license and have at least 5 years of business tax preparation experience. This position offers flexible work arrangements and the chance to work closely with healthcare and ABA therapy clients, ensuring compliance with multi-state tax requirements.

Qualifications

• Active CPA license in Florida preferred, others considered.
• Minimum of 5 years of experience in business tax preparation.
• Proficiency in AR and multi-state tax compliance.

Responsibilities

• Prepare and review complex business tax returns.
• Provide proactive tax planning and strategy.
• Research and implement tax credits for healthcare businesses.

Skills

Analytical skills

Client communication

Problem-solving skills

Multi-state tax compliance knowledge

AR proficiency

Education

Active CPA license

5+ years business tax preparation experience

Tools

ProConnect

QuickBooks Online

Canopy

Job description

Lead tax strategy and compliance for healthcare practices with flexible work arrangements. Join our mission-driven team serving ABA therapy providers and healthcare professionals nationwide.

Key Responsibilities:

• Prepare and review complex business tax returns
• Provide proactive tax planning and strategy
• Research and implement tax credits for healthcare businesses
• Work with healthcare and ABA therapy clients
• Ensure compliance with multi-state tax requirements
• Mentor junior staff and review their work
• Client consultation and relationship management
• Stay current on healthcare industry tax issues and credit opportunities
• Support business growth and client expansion

Requirements:

• Active CPA license (Florida preferred, others considered)
• 5+ years business tax preparation experience
• AR (Accounts Receivable) proficiency required
• Healthcare industry experience strongly preferred
• ProConnect or similar tax software proficiency
• QuickBooks Online and Canopy experience preferred
• Strong analytical and problem-solving skills
• Excellent client communication abilities
• Multi-state tax compliance knowledge
• Experience with partnership and S-Corp returns