Senior Tax Accountant

Navigate Search; Tampa (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Benefits package

PTO

Paid holidays

Job summary

Navigate Search in Tampa seeks a tax professional to move beyond compliance and directly impact high-net-worth clients. You will manage the tax process from preparation through filing and meet with clients to understand goals and discuss strategies.

This role blends technical tax work with direct client interaction and offers a strong benefits package, PTO, and holidays. Ideal candidates have 4+ years of direct tax experience and enjoy both the technical and client-facing aspects of private

Qualifications

• 4+ years of direct tax experience.
• Experience handling high-net-worth client needs.
• Ability to identify planning opportunities and tax strategies.

Responsibilities

• Work directly with high-net-worth clients on end-to-end tax needs.
• Prepare federal, state, and local individual income tax returns, including Form 1040.
• Work with W-2s, 1099s, K-1s and other tax documents.
• Meet with clients to complete tax intake and discuss strategies and planning opportunities.
• Identify opportunities to minimize taxation and develop tax strategies.
• Research and resolve complex tax issues and filing errors.
• Stay current on tax law changes and industry trends.

Skills

Tax planning

Client relations

Tax preparation

Job description

We're working on an excellent opportunity for a tax professional who wants to take their career beyond compliance and have a more direct impact on high-net-worth clients.

This role is with a well-established organization that has a dedicated tax function supporting its private clients.

What caught my attention about this opportunity is the combination of technical tax work, tax planning, and direct HNW client interaction. You'll be responsible for managing the tax process from preparation through filing, while also sitting down with clients to understand their needs and identify tax planning opportunities.

What you'll be doing:

• Work directly with high-net-worth clients on their end-to-end tax needs
• Prepare federal, state, and local individual income tax returns, including Form 1040
• Work with W-2s, 1099s, K-1s and other tax reporting documents
• Meet with clients to complete tax intake and discuss tax strategies and planning opportunities
• Identify opportunities to minimize taxation and develop appropriate tax strategies
• Research and resolve complex tax issues and filing errors
• Stay current on tax law changes, industry trends, and professional developments

What they're looking for:

• 4+ years of direct tax experience

The opportunity:

This is a great fit for someone who enjoys the technical side of tax but also enjoys working with people. You'll have the opportunity to build relationships with sophisticated private clients, provide tax planning guidance, and become a trusted resource for their tax needs.

The organization also offers a strong benefits package, generous PTO, paid holidays, and other benefits.