CPA/Tax Preparer

Pellegrino McFarland & Tortora, P.A.; Sarasota (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

Pellegrino McFarland & Tortora, P.A. in Sarasota, FL is seeking an experienced tax professional to join our team.

You will work with individuals and small business owners to prepare taxes, navigate complex returns, and identify tax-saving opportunities. You will prepare and review returns for individuals, corporations, partnerships, non-profits and trusts; examine records for accuracy; provide proactive tax planning; and communicate directly with clients to answer questions, especially during

Qualifications

• Requires CPA or EA license in good standing.
• Minimum 3 years of tax preparation experience in a public accounting firm.
• Proficient in QuickBooks and modern tax software.

Responsibilities

• Prepare and review individual, corporate, partnership, non-profit and trust income tax returns.
• Examine financial records, verify data accuracy, and ensure proper deductions.
• Provide proactive tax planning and advisory services to optimize client outcomes.
• Communicate directly with clients to answer questions and resolve tax-related inquiries.
• Collaborate with management to maintain a seamless workflow, especially during peak filing season.

Skills

Tax planning

Client communication

Data review

Education

CPA or EA license

Tools

QuickBooks

Tax software

Job description

You will work with on our team and directly with our clients (individuals and small business owners) to calculate and prepare their taxes, navigate complex returns, and identify tax-saving opportunities.

Responsibilities

• Prepare and review individual, corporate, partnership, non-profit and trust income tax returns.
• Examine financial records, verify data accuracy, and ensure proper deductions.
• Provide proactive tax planning and advisory services to optimize client outcomes.
• Communicate directly with clients to answer questions and resolve tax-related inquiries.
• Collaborate with management to maintain a seamless workflow, especially during peak filing season.

Qualifications

• Active CPA or EA license in good standing
• At least 3 years of prior tax preparation experience within a public accounting firm.
• Working knowledge of QuickBooks and modern tax preparation software