Senior Tax Accountant

LerroSarbey, PLLC; Boca Raton (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a Senior Tax Associate to join their dynamic team in a full-service accounting firm. This role offers the chance to work with a diverse client base, providing comprehensive tax and advisory services. You will manage client engagements, prepare complex tax returns, and lead a talented team while ensuring adherence to the highest professional standards. With a commitment to quality and ethics, this position promises opportunities for growth and development in a supportive environment. If you have a passion for tax and a desire to make a significant impact, this is the perfect opportunity for you.

Benefits

401(k)

401(k) matching

Continuing education credits

Dependent health insurance coverage

Health insurance

Health savings account

Opportunities for advancement

Paid time off

Paid training

Referral program

Vision insurance

Work from home

Qualifications

• 3+ years of experience in public accounting preparing tax returns.
• Ability to communicate complex tax issues to clients.

Responsibilities

• Prepare and review individual, flow-through, and trust tax returns.
• Advise clients on tax implications and compliance methods.

Skills

Tax Preparation

Client Communication

QuickBooks

Tax Compliance

Technical Tax Review

Risk Advisory

Education

Bachelor's Degree in Accounting or Finance

Tools

CCH Axcess

Job description

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Direct message the job poster from LerroSarbey, PLLC

LerroSarbey is seeking an experienced Senior Tax Associate to join our growing 75+ person firm. Our full-service certified Public Accounting and Advisory firm has been providing a full spectrum of services for over 30 years, including traditional tax and accounting services, financial statement attestation, risk advisory services, transaction advisory services, forensic auditing, litigation support consulting, as well as operating control auditing and consulting services.

As a Tax Senior, you will have the opportunity to provide a range of tax and advisory services to a diverse client base, including small, fast-growing clients, and large public entities.

• Experienced in preparing Individual, Flow-Through, and Trust returns
• Working with clients' QuickBooks/QuickBooks Online Data files to make adjusting journal entries for tax
• Apply industry-specific knowledge to advise clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues
• Provide tax compliance and consulting services to various entities in a variety of industries
• Perform technical tax review on complex returns of individuals, corporations, partnerships, estates, and trusts
• Able to communicate complex tax issues to non-tax professionals and clients
• Respond to federal and state tax notices that impact clients
• Maintain a list of clients that will be yours to manage and grow
• Serve as the "in-charge" individual on client engagements
• Manage multiple engagements and competing priorities effectively
• Work efficiently and effectively while working remotely
• Execute work with a commitment to quality and adherence to the highest degree of professional standards and ethics
• Assist in managing administrative activities for the department and partake in ongoing firm development
• Personally coach and develop a highly trained team, and actively participate in development of the practice
• Apply knowledge to understand potential tax issues, recognize, communicate potential risks and changes in tax policy, and make top-level decisions regarding filing, preparation, and resolution of questions from federal/state agencies

Experience recommended for this position:

• At least 3+ years working for a public accounting firm preparing and reviewing tax returns
• A Bachelor's Degree in Accounting or Finance
• Preparation and review of financial statements and complex tax returns
• CPA License is preferred
• Experience with CCH Axcess is preferred, but not required

Job Type: Full-time

• 401(k)
• 401(k) matching
• Continuing education credits
• Dependent health insurance coverage
• Health insurance
• Health savings account
• Opportunities for advancement
• Paid time off
• Paid training
• Referral program
• Vision insurance
• Work from home

Education:

• Bachelor's (Preferred)

Experience:

• Tax experience: 3+ years (Required)

License/Certification:

• CPA (Preferred)

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting