Senior Tax Accountant — Client-Focused, Flexible Schedule

Orionplacement; Bunnell (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Dental insurance

Flexible schedule

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orionplacement is seeking an experienced tax professional to prepare federal and state individual returns, including Form 1040 work, with opportunities to handle corporate and partnership returns for clients in a hands-on, client-facing practice located in Florida. The role requires strong knowledge of tax forms and planning, proficiency with TaxWise/UltraTax, and excellent English communication.

Enrollment CPA/EA and bilingual abilities are preferred, with a negotiable compensation structure

Qualifications

• 5+ years of professional, client-facing tax preparation experience.
• Strong experience preparing Form 1040 individual income tax returns.
• Experience with Forms 1065 and 1120 is highly preferred.
• Experience using professional commercial tax preparation software such as TaxWise, UltraTax, or similar software.
• Experience with TurboTax or other consumer interview-based tax software alone is not sufficient.
• Strong knowledge of tax forms, tax rules, and the relationships between forms.
• Proficiency with Microsoft Outlook, Excel, and Word.
• Strong verbal and written English communication skills.
• Professional interpersonal skills and the ability to work with clients throughout the day.
• Basic knowledge of small business entity structures and related tax considerations.
• Enrolled Agent or CPA credential preferred.
• Bilingual ability is a plus.

Responsibilities

• Prepare accurate and timely federal and state individual tax returns, including extensive Form 1040 work.
• Prepare corporate and partnership tax returns based on experience, including Forms 1065 and 1120.
• Meet directly with clients to gather information, understand their needs, and explain tax matters clearly.
• Review client financial and tax documentation to identify missing information and potential tax considerations.
• Communicate with clients by phone, email, and in person regarding returns, documentation, tax planning, and tax-related questions.
• Provide basic guidance to small business owners regarding entity structure and tax considerations.
• Communicate with federal and state tax agencies on behalf of clients to help resolve outstanding tax matters.
• Maintain accurate client status reports and keep engagements moving toward completion.
• Coordinate with reception and administrative staff regarding scheduling, payments, client messages, and documentation.
• Work directly with the owner while independently managing assigned client work.

Skills

Tax preparation

Client-facing

1040 expertise

Tax software

Microsoft Office

English communication

Enrolled Agent/CPA preferred

Bilingual

Tools

TaxWise

UltraTax

TurboTax

Job description

Orionplacement is seeking an experienced tax professional to prepare federal and state individual returns, including Form 1040 work, with opportunities to handle corporate and partnership returns for clients in a hands-on, client-facing practice located in Florida. The role requires strong knowledge of tax forms and planning, proficiency with TaxWise/UltraTax, and excellent English communication.

Enrollment CPA/EA and bilingual abilities are preferred, with a negotiable compensation structure