CPA – Tax Strategy & Accounting Lead

Dedicated Cpa; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

Dedicated CPA in Sunrise, FL is hiring a Certified Public Accountant (CPA) – Tax & Accounting to prepare and review federal and state tax returns for individuals and businesses, analyze financial records, and provide tax and accounting guidance to clients. You will collaborate with our accounting, bookkeeping, and client-relations teams to deliver accurate, timely services.

The role demands strong technical tax knowledge, professional judgment, and the ability to manage multiple client matters

Qualifications

• Active CPA license in good standing.
• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of public accounting, tax, or CPA‑firm experience preferred.
• Strong experience preparing and reviewing individual and business tax returns.
• Solid understanding of accounting principles, financial statements, ledgers, and reconciliations.
• Experience with S Corporations, partnerships, C Corporations, and business-owner tax matters preferred.
• Experience with tax planning, IRS/state notices, amended returns, or taxpayer representation highly preferred.
• Strong analytical, research, problem-solving, and financial-review skills.
• Ability to manage multiple client engagements, priorities, and deadlines.

Responsibilities

• Prepare and review federal and state individual and business tax returns (Forms 1040, 1120, 1120‑S, 1065).
• Review tax returns for accuracy, completeness, and compliance.
• Identify tax risks, errors, and planning opportunities.
• Provide year-round tax planning, projections, and advisory services.
• Review financial statements, ledgers, trial balances, and year-end bookkeeping.
• Prepare or review adjusting journal entries and corrections.
• Explain tax and accounting matters clearly to clients.
• Assist with amended returns, IRS/state notices, and taxpayer representation when applicable.
• Work with staff to ensure client records are accurate for tax preparation.
• Review work of others and provide technical guidance.
• Conduct client meetings and advise on tax, accounting, and business matters.
• Monitor deadlines for filings and extensions.

Skills

CPA license

Analytical skills

Communication

Time management

Client relations

Tax advisory

Research skills

Education

Bachelor’s degree in Accounting/Finance

CPA license in good standing

Tools

Professional tax software

QuickBooks/QuickBooks Online

Microsoft Excel

Job description

Dedicated CPA in Sunrise, FL is hiring a Certified Public Accountant (CPA) – Tax & Accounting to prepare and review federal and state tax returns for individuals and businesses, analyze financial records, and provide tax and accounting guidance to clients. You will collaborate with our accounting, bookkeeping, and client-relations teams to deliver accurate, timely services.

The role demands strong technical tax knowledge, professional judgment, and the ability to manage multiple client matters