Senior Tax Associate

Caliber Recruiting Group; Fort Myers (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Generous PTO

Health Insurance (employer paid)

Vision and Dental Insurance

Life Insurance

Job summary

A locally based CPA firm in Fort Myers is seeking an experienced Tax Professional to provide tax preparation and advisory services to diverse clients. The role offers a clear path to partnership, a generous PTO policy, and a collaborative work environment. Candidates with a degree in accounting and CPA/EA certification are preferred. Join a team focused on quality service and professional growth in an employee-centric atmosphere.

Qualifications

• 3+ years of tax experience with various business entities.
• Ability to prepare and review multiple tax returns efficiently.
• On track to attain CPA or additional accounting credentials.

Responsibilities

• Provide tax prep, review, and advisory services to a client base.
• Oversee tax engagements and assist junior staff.
• Foster and develop client relationships.

Skills

Tax preparation

Team leadership

Client relationship management

Communication skills

Education

B.S. / B.A. in accounting or equivalent

CPA or EA

Tools

CCH Pro System FX

Job description

Is your current firm causing a lot of stress constantly tracking your time sheets, billable hours, or utilization metrics?

This could be an opportunity worth looking into as our team has partnered with an employee focused accounting firm in the Ft. Meyers FL area.

This locally based CPA firm performs wealth management (estate), business advisory services, tax, and assurance management.

The firm is a forward-thinking accounting firm that wants their teams to grow, has weekly hours capped, and has a generous PTO policy. Path to partner is a clear track

If a family oriented CPA firm and working on a team with some amazing local area clients interests you, please apply today so we can schedule a call together.

Responsibilities & Benefits:

• $80,000 - $110,000 per year depending on experience and credentials
• PTO, Vision, Dental, Employer paid Health Insurance
• Life Insurance
• Providing tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts
• Oversee multiple tax engagements and help assist the junior staff
• Complete all work and engagements according to the specified deadlines and in accordance with firm rules
• Create and foster client relationships for the firm

Qualifications & Background:

• B.S. / B.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus
• CPA or EA is a big plus and would assist a fast track to higher paying manager role
• 3 or more years of tax experience working with multiple business entities, and the ability to prep and review various returns efficiently
• Experience with multiple accounting software programs including CCH Pro System FX (and or other comparable accounting software).
• Great communicator with a teamwork oriented mindset and personal skills to lead teams as well as coach other staff members