Tax Accountant

OxenFree Financial; Melbourne (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Sign-On Bonus

Performance bonus

Paid holidays and PTO

Continuing education

Modern office in Melbourne, FL

Collaborate with financial advisors

Growth opportunities

Job summary

OxenFree Financial is seeking a tax professional with 4–6 years of experience preparing individual income tax returns who holds a CPA or Enrolled Agent credential or is willing to work toward one. The ideal candidate enjoys building long-term relationships with clients, pays close attention to detail, and wants to grow beyond tax preparation into tax planning and collaborative financial strategies.

This role offers a competitive salary, sign-on bonus, performance incentives, and a modern

Qualifications

• Approximately 4 to 6 years of experience preparing individual income tax returns.
• Strong understanding of federal individual income taxation.
• Excellent communication and interpersonal skills.
• Highly organized with exceptional attention to detail.
• Ability to work independently while collaborating with a professional team.
• Experience with professional tax preparation software.
• A desire to continue learning and expanding your tax planning knowledge.

Responsibilities

• Prepare and review individual federal and state income tax returns.
• Develop proactive tax planning strategies throughout the year.
• Identify opportunities to legally reduce clients' tax liability.
• Meet with clients to discuss tax planning and answer questions.
• Review prior year returns for planning opportunities and potential corrections.
• Stay current on tax law changes.
• Collaborate with financial advisors to coordinate tax and financial planning strategies.
• Maintain organized, accurate, and confidential client records.
• Help improve internal systems and tax preparation processes.

Skills

Communication skills

Attention to detail

Independence with teamwork

Professional tax software

Education

CPA or Enrolled Agent

Tools

Professional tax software

Job description

OxenFree Tax exists to help individuals, families and business owners make wise financial decisions through proactive tax planning and exceptional client service.

Unlike many tax firms that focus only on preparing returns, we work year round with our clients to help them make better tax decisions before filing season ever arrives. Our team collaborates closely with OxenFree Financial, an independent wealth management firm that shares our office, allowing clients to receive coordinated tax planning and financial planning in one convenient location.

Although OxenFree Tax and OxenFree Financial are separate companies, our teams work together every day to provide a higher level of service and planning for the people we serve.

Our culture is intentionally built on Christian principles including integrity, honesty, humility, servant leadership, generosity, excellence, and treating others with kindness and respect. These values influence how we serve our clients and how we treat one another as a team. We welcome applicants from all backgrounds who are comfortable working in an environment where these principles are openly lived out.

We are looking for someone who enjoys helping people, values doing the right thing, and takes pride in producing excellent work.

Position Summary

We are seeking a tax professional with 4–6 years of experience preparing individual income tax returns who holds a CPA or Enrolled Agent credential or is willing to work toward one.

The ideal candidate enjoys building long term relationships with clients, pays close attention to detail, and wants to grow beyond tax preparation into tax planning and collaborative financial strategies. This is an opportunity to become an important part of a team that helps clients improve every aspect of their financial lives.

Responsibilities

• Prepare and review individual federal and state income tax returns.
• Develop proactive tax planning strategies throughout the year.
• Identify opportunities to legally reduce clients' tax liability.
• Meet with clients to discuss tax planning and answer questions.
• Review prior year returns for planning opportunities and potential corrections.
• Stay current on tax law changes.
• Collaborate with financial advisors to coordinate tax and financial planning strategies.
• Maintain organized, accurate, and confidential client records.
• Help improve internal systems and tax preparation processes.

Qualifications

• Approximately 4 to 6 years of experience preparing individual income tax returns.
• Strong understanding of federal individual income taxation.
• Excellent communication and interpersonal skills.
• Highly organized with exceptional attention to detail.
• Ability to work independently while collaborating with a professional team.
• Experience with professional tax preparation software.
• A desire to continue learning and expanding your tax planning knowledge.

What We Offer

• Competitive salary of $75,000 to $110,000 based on experience and credentials.
• Sign-On Bonus - we're offering a sign on bonus for this position. Eligibility requirements and payment terms will be discussed during the hiring process.
• Performance bonus opportunities.
• Paid holidays and paid time off.
• Continuing education and professional development.
• Modern office in Melbourne, Florida.
• Opportunity to collaborate daily with financial advisors to provide comprehensive planning for clients.
• A positive, family oriented workplace built on integrity, respect, and teamwork.
• Long term career growth as our companies continue to expand.

The Right Person for This Role

You will likely enjoy working with us if you:

• Believe character is just as important as competence.
• Enjoy helping people rather than simply processing tax returns.
• Take ownership of your work and strive for excellence.
• Value honesty, humility, and continuous improvement.
• Enjoy working alongside other professionals to solve complex client situations.
• Appreciate a workplace where Christian values shape the culture, relationships, and commitment to serving others.

If you're looking for more than just another tax season job and want to build a long term career helping families make wise financial decisions, we would love to hear from you.