Senior Tax Associate

Valdes CPA & Advisors, P.A.; Miami (FL); Hybrid; USD 75.000 - 110.000; Vollzeit

Zusammenfassung

Valdes CPA & Advisors, P.A. in Miami, FL, seeks a Senior Tax Associate for a full-time hybrid role. You will prepare and review tax returns for individuals, corporations, and partnerships, while researching issues and planning strategies for domestic and international clients.

The position requires CPA/EA or progress toward licensure, strong analytical skills, and excellent client communication. Hybrid work arrangement supported.

Qualifikationen

• Prepare and review individual, corporate, partnership, and other tax returns.
• Research tax issues and assist with planning strategies for domestic and international clients.
• Respond to tax authority notices.
• Analyze financial information to identify tax-saving opportunities.
• Support client advisory engagements and improve processes.
• Communicate with clients and maintain strong professional relationships in a hybrid environment.

Aufgaben

• Prepare and review tax returns for individuals and entities.
• Research and advise on tax planning and compliance for domestic and international clients.
• Respond to notices from tax authorities and assist with audits.
• Collaborate with team members to improve processes and deliver timely client service.

Kenntnisse

Tax Compliance

Tax Preparation

U.S. Tax Law

Client Communication

Analytical Skills

Team Collaboration

Ausbildung

Bachelor’s degree in Accounting/Finance or related field

CPA or EA license or progress toward licensure preferred

Tools

Tax software

Microsoft Office

Cloud-based accounting tools

Jobbeschreibung

Company Description

Valdes CPA & Advisors, P.A. is a full-service boutique CPA firm that helps domestic and international clients navigate complex and evolving U.S. tax laws. Located in the heart of Brickell in Miami, FL, the firm offers a modern office environment with up-to-date technology to support efficient, high-quality service. With19 years of experience, the firm serves small and mid-size businesses, their families, and high-net-worth individuals. The Valdes CPA team has extensive expertise in tax compliance and tax planning for international clients doing business in the U.S., as well as local clients with cross-border transactions.

Role Description

The Senior Tax Associate is a full-time hybrid role based in Miami, FL, with flexibility for some work-from-home arrangements. This role is responsible for preparing and reviewing individual, corporate, partnership, and other tax returns, ensuring accuracy and compliance with U.S. tax laws and regulations. Day-to-day tasks include researching tax issues, assisting with tax planning strategies for domestic and international clients, and responding to tax authority notices. The Senior Tax Associate will also analyze financial information, identify tax-saving opportunities, support client advisory engagements, and collaborate with team members to improve processes and deliver timely, high-quality client service. The role involves direct client communication, including gathering information, explaining tax positions, and maintaining strong professional relationships.

Qualifications

• Strong knowledge and hands-on experience in Tax Compliance and Tax Preparation.
• Solid understanding of Tax and Tax Law to interpret and apply U.S. federal and state regulations.
• Bachelor’s degree in Accounting, Finance, or related field; CPA or EA license or progress toward licensure preferred.
• 3+ years of recent public accounting or tax-focused experience, ideally with domestic and international clients.
• Proficiency with tax preparation software and Microsoft Office; experience with cloud-based accounting tools is a plus.
• Strong analytical, problem-solving, and organizational skills with attention to detail and deadlines.
• Effective written and verbal communication skills and the ability to work both independently and collaboratively in a hybrid environment.