Senior Tax Advisor – Complex Returns & Planning (On‑Site)

Culturetech Solutions; Fort Myers (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

PTO & holidays

Health insurance

401(k) match

Life insurance

Disability insurance

Vision insurance

Career growth opportunities

Job summary

Culturetech Solutions in Fort Myers, FL is seeking a Tax Senior to join our on-site tax team. You will prepare and review complex federal, state, and local returns for individuals, C-Corps, partnerships, trusts, and estates, and provide planning and advisory support to high-net-worth clients.

We value collaborative culture, client service, and strong technical skills. This role offers growth opportunities, a discretionary bonus, and comprehensive benefits.

Qualifications

• 3-7 years of public accounting or relevant tax experience.
• CPA or EA required; CPA eligibility considered.
• Experience preparing and reviewing individual and business tax returns.
• Expertise in corporate and partnership tax preparation.
• Knowledge of partnerships, corporations, trusts, estates, and high-net-worth taxation.
• Strong understanding of federal, state, and local tax regulations.
• Analytical, research, and problem-solving skills.
• Attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication; ability to work independently and in teams.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Manage multiple tax engagements while meeting deadlines.
• Provide tax planning, research, and advisory services to clients.
• Identify tax-saving opportunities and develop client strategies.
• Review tax returns for accuracy and compliance.
• Assist clients with audits, notices, and inquiries.
• Maintain strong client relationships and collaborate with team members.
• Stay current on changes to tax laws and regulations.
• Mentor junior staff.

Skills

Tax expertise

Attention to detail

Client communication

Time management

Education

CPA or EA

Job description

Culturetech Solutions in Fort Myers, FL is seeking a Tax Senior to join our on-site tax team. You will prepare and review complex federal, state, and local returns for individuals, C-Corps, partnerships, trusts, and estates, and provide planning and advisory support to high-net-worth clients.

We value collaborative culture, client service, and strong technical skills. This role offers growth opportunities, a discretionary bonus, and comprehensive benefits.