CPA Tax Accountant

W3Global; Sarasota (FL); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k)

Professional growth

Collaborative environment

Work-life balance

Job summary

W3Global in Sarasota, FL seeks a CPA/Tax Accountant to lead complex tax engagements, ensure federal and state compliance, and provide strategic tax planning across diverse industries. You will drive accurate tax reporting and support clients' financial success in a collaborative, fast-paced environment committed to excellence.

The role offers opportunities to leverage extensive tax experience and technical accounting skills. CPA preferred; 3–5+ years public accounting required.

Qualifications

• Bachelor's degree in accounting, finance, or related field; CPA certification strongly preferred.
• 3-5+ years of public accounting experience focusing on individual, corporate, partnership and trust tax returns.
• Proficient in tax compliance, tax law interpretation, and technical accounting including double-entry bookkeeping and financial statement prep.
• Proficient in QuickBooks, CCH, Engagement and similar platforms.
• Excellent organizational, time-management, and multi-tasking skills with high accuracy.
• Strong written and verbal communication to interact with clients and team.
• Ability to work independently and collaboratively in a team.

Responsibilities

• Prepare federal and state tax returns for corporate, partnership, trust, and individual clients.
• Utilize accounting software to prepare filings and maintain records.
• Communicate with clients to gather documentation and ensure compliance.
• Provide proactive tax planning to reduce tax exposure and improve outcomes.
• Manage multiple tax projects and deadlines with accuracy.

Skills

Tax compliance

Public accounting

Communication

Independence

Technical accounting

Education

Bachelor's degree in accounting, finance, or related field; CPA certification preferred

Tools

QuickBooks

CCH

Engagement

Job description

Summary

We are seeking a dynamic and detail-oriented CPA/Tax Accountant to join our growing team. In this pivotal role, you will lead complex tax engagements, ensure compliance with federal and state tax laws, and provide strategic tax planning advice to clients across diverse industries. Your expertise will drive accurate tax reporting and support our clients' financial success. This position offers an exciting opportunity to leverage your extensive tax experience and technical accounting skills in a collaborative and fast-paced environment committed to excellence and innovation.

Summary

We are seeking a dynamic and detail-oriented CPA/Tax Accountant to join our growing team. In this pivotal role, you will lead complex tax engagements, ensure compliance with federal and state tax laws, and provide strategic tax planning advice to clients across diverse industries. Your expertise will drive accurate tax reporting and support our clients' financial success. This position offers an exciting opportunity to leverage your extensive tax experience and technical accounting skills in a collaborative and fast-paced environment committed to excellence and innovation.

Key Responsibilities

• Prepare federal and state tax returns for corporate, partnership, trust, and individual clients with precision and attention to detail.
• Utilize accounting software such as QuickBooks or specialized tax reporting tools to prepare accurate filings and maintain organized records.
• Communicate directly with clients to resolve questions, gather documentation, and ensure compliance with tax and financial regulations.
• Provide proactive tax planning and identify opportunities to reduce tax exposure and improve financial outcomes.
• Manage multiple tax projects and deadlines while maintaining a high level of accuracy and responsiveness.

Required Qualiification

• Bachelor's degree in accounting, finance, or related field; CPA certification strongly preferred.
• 3-5+ years of recent experience in public accounting with a focus on individual, corporate, partnership and trust tax returns.
• Proven proficiency in tax compliance, tax law interpretation, and technical accounting principles including double entry bookkeeping and financial statement preparation.
• Proficient in accounting and tax technology including QuickBooks, CCH, Engagement, and similar platforms.
• Exceptional organizational, time-management, and multi-tasking skills with a high degree of accuracy and attention to detail.
• Strong written and verbal communication skills to interact professionally with clients and team members.
• Ability to work independently while also contributing to a collaborative team environment.

People are our greatest asset. The relationships we have with our clients and with the members inside our firm are what makes us grow and enjoy life. We offer a competitive salary, a comprehensive benefit package including health insurance, 401(k), professional growth opportunities and a collaborative office environment that has a manageable work/life balance.

Job Type: This is a full-time, year-round position. Additional hours may be necessary during tax season and around major filing deadlines. We strive to maintain a professional environment that recognizes the importance of work-life balance outside of peak tax periods.