Senior Tax Associate

Distinct | North America; Fort Myers (FL); Vor Ort; USD 100.000 - 170.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) match

HSA contribution

Discretionary bonuses

Zusammenfassung

Distinct | North America in Florida seeks a Tax Senior to join a firm offering a real path to partner, not a vague track. You’ll take ownership, build relationships, and serve high‑quality clients who already value the advice they get.

The work covers 1040s, trusts and estates, and businesses from $300k to $14m in revenue. They use AI tools and outsourced prep, so you focus on reviewing, advising clients and the work that truly needs your brain.

Aufgaben

• Handle 1040s, trusts and estates, and businesses from $300k to $14m in revenue.
• Review, advise clients and perform the substantive work with focus and rigor.
• Build relationships and take ownership, contributing to firm growth.

Jobbeschreibung

What if your next Tax Senior role actually came with a genuine path to Partner?

Not the classic “Partner track” where nobody can quite explain what the track looks like.

One of the Partners is gradually stepping back. The firm is turning away good work because they simply don't have the capacity. They need someone who wants to take ownership, build relationships and, eventually, have a seat at the table.

You'd inherit an established client base built almost entirely through referrals. No sales targets. No cold business development. Just good clients who already value the advice they're getting.

The work covers 1040s, trusts and estates, and businesses from around $300k to $14m in revenue. Trusts and estates are growing particularly quickly, so there's plenty of room to develop a niche there if it interests you.

They're also pretty sensible about how the work gets done. They've used AI tools for the last 4 tax seasons and have outsourced preparation support, leaving you to spend more time reviewing, advising clients and doing the work that actually requires your brain.

Busy season is around 55 hours, with annual hours capped at 2,080.

You'll also get $2,000 annual employer HSA contribution, up to 4% 401(k) match, $850 per month toward health insurance and discretionary bonuses twice a year.

This probably suits someone from a similar sized CPA firm who's technically strong, comfortable with clients and starting to think, “I'd quite like to help build something rather than just work in it.”

Here’s the part most people get wrong: you don’t need to tick every box to introduce yourself. The apply button is not legally binding. Worst case? We chat, decide the timing isn’t right, and you carry on. Best case? You bag yourself a fantastic new position.