Senior Tax Associate

Forrest Robinson, PLLC; Florida; On-site; USD 90,000 - 120,000; Full time

Job summary

Forrest Robinson, PLLC in Coral Springs, FL is seeking a dedicated Senior Tax Associate or Tax Supervisor. This on-site role emphasizes high-level tax return preparation across individuals, corporations, trusts, and partnerships, with payroll tax duties and Form 1099 handling.

Superior client service and teamwork are essential. The ideal candidate has 4+ years in tax, a Bachelor’s in Accounting, and ideally a Master’s in Accounting/Tax, with CPA licensure or eligibility preferred.

Qualifications

• 4+ years of tax experience in accounting roles.
• Bachelor’s degree in Accounting required.
• Master’s degree in Accounting/Tax preferred.
• CPA licensure or eligibility preferred.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, trusts, and partnerships.
• Prepare and review quarterly payroll tax returns and annual filings.
• Prepare and review Form 1099s and other tangible tax documents.
• Conduct tax research on client matters and provide guidance.

Skills

Tax experience

Communication skills

Team player

Self-starter

Time management

Education

Bachelor's in Accounting

Master's in Accounting/Tax

CPA eligible

CPA licensed

Tools

QuickBooks

Microsoft Office

CCH Axcess/ProSystems Fx

Job description

Forrest Robinson, a leading Coral Springs based CPA firm, is currently seeking a dedicated, dynamic, self-motivated, goal-oriented, tax administrative professional that wants to make an impact within the company. We are devoted to providing you with a motivating and challenging work environment, as well as the technical training and professional development necessary to help guide your success within the profession.

Role Description

This is a full-time on-site role for a Senior Tax Associate or Tax Supervisor. This role is located in Coral Springs, FL. The ideal candidate will have strong organizational skills, attention to detail, and interpersonal skills, while remaining flexible and easily adaptable to changing priorities. The role also requires a candidate that has experience in the public accounting industry, working with a variety of clients and industries, as well as the tax seasons. Our firm prides itself in maintaining a true work/life balance, with keeping the extended work hours during busy season as minimal as possible.

Responsibilities

• Preparation of upper level, technical projects including individual, corporate, trust, and partnership tax returns at both the federal and state levels
• Preparation and/or review of quarterly payroll tax returns, and annual payroll tax filings.
• Preparation and review of tangible tax returns and annual Form 1099 filings.
• Ability to conduct tax research on specific client related tax matters that may come into play.
• Preparation and/or review of Compilation Engagements.
• Regular client communications both verbal and written, and maintaining superior client service.
• Self Management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc.
• Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email.
• Collaborate with team members to ensure smooth workflow and efficient completion of tasks.
• Assist with special projects and other duties as assigned by management.
• Provide support to upper management team.
• Provide internal cross-functional support with other departments/teams.

Experience & Education

• Tax Experience: 4+ years in accounting and tax-related role(s).
• Bachelor’s degree in Accounting
• Master’s degree in Accounting/Tax, either received or seeking, is preferred
• CPA Licensed or CPA Eligible, is preferred
• Strong knowledge and experience using QuickBooks, Microsoft Office Suite.
• Proficiency and experience in using tax preparation software and tax research software (CCH Axcess or ProSystems Fx Suite proficiency is a plus)

Skills

• Team Player with a positive attitude and willingness to assist colleagues as needed.
• Self-starter, multi-tasker, with the ability to deliver quality customer service.
• Excellent verbal and written communication skills
• Effective Communication: Strong interpersonal skills to collaborate with individuals at all organizational levels.
• Excellent attention to detail, follow-up, and multi-tasking skills
• Comfortable working under pressure
• Proactive and solution oriented
• Ability to maintain confidentiality
• Professional appearance with a calm demeanor
• Superior client service skills and a service-oriented mindset
• Strong Organizational and time management skills
• Ability to take initiative, work independently, set and monitor priorities
• Adaptable to changing responsibilities and priorities
• Must demonstrate exceptional judgment, discretion, and professional courtesy
• Ability to effectively collaborate and work with others in a team environment
• Successfully work in a high-paced environment with unscheduled interruptions