Remote CPA — Tax & Estate Planning Specialist

Forza Law; Florida; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Forza Law PLLC in Naples, FL is seeking a full-time CPA to prepare and review individual, fiduciary, and business tax returns, ensuring compliance with federal, state, and local laws. The role involves advising on tax planning related to estate planning, probate, and business structures, and assisting with tax notices and audits.

The ideal candidate holds an active Florida CPA license, strong GAAP knowledge, and excellent communication skills to explain complex tax concepts to clients and team

Qualifications

• Active CPA license in good standing (Florida).
• Experience with individual, fiduciary, and business tax returns.
• Knowledge of GAAP and financial statement preparation/analysis.
• Proficiency with accounting and tax software; strong Excel skills.
• Excellent written and verbal communication; ability to explain complex tax concepts.
• Tax planning for estates, trusts, and closely held businesses.

Responsibilities

• Prepare and review individual, fiduciary, and business tax returns.
• Advise on tax planning strategies related to estate planning, probate, trust administration, and business structures.
• Respond to tax notices and support audits; maintain organized workpapers.
• Communicate findings and recommendations clearly to clients and internal team.

Skills

GAAP knowledge

Financial statement analysis

CPA license (Florida)

Tax planning

Excel proficiency

Communication skills

Estate/trust tax experience

Bachelor's degree in Accounting/Finan…

Education

Bachelor's degree in Accounting or Finance

Tools

Lacerte/ProSeries

Tax software

Job description

Forza Law PLLC in Naples, FL is seeking a full-time CPA to prepare and review individual, fiduciary, and business tax returns, ensuring compliance with federal, state, and local laws. The role involves advising on tax planning related to estate planning, probate, and business structures, and assisting with tax notices and audits.

The ideal candidate holds an active Florida CPA license, strong GAAP knowledge, and excellent communication skills to explain complex tax concepts to clients and team