Tax Accountant

Oconnor & Rodriguez PA; USA; Vor Ort; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

Oconnor & Rodriguez PA in the Tampa Bay area seeks a Tax Associate with bookkeeping experience to join our boutique firm. You will prepare tax returns, assist with planning, and support clients with accurate tax reporting.

You will work closely with the owner to cultivate relationships, deliver proactive tax advice, and help streamline bookkeeping tasks using modern software.

Qualifikationen

• Bachelor's degree in accounting, finance, or related field required or equivalent.
• Experience in tax preparation and bookkeeping preferred.
• CPA is a plus but not required.

Aufgaben

• Prepare individual and business tax returns with accuracy and compliance.
• Provide tax planning and advisory services to minimize liabilities.
• Resolve complex tax issues and respond to IRS inquiries promptly.
• Perform bookkeeping duties: recording transactions, reconciliations, payroll processing.
• Analyze financial data, identify trends, and draft client reports.
• Develop and grow client relationships with professional service.
• Collaborate with Partners, Managers, and Associates to meet deadlines.
• Stay updated on tax software and tools, including Wolters Kluwer.

Kenntnisse

Tax preparation

Bookkeeping

Financial analysis

Client relations

MS Excel

Tax software

Wolters Kluwer

Ausbildung

Bachelor's degree in accounting/finance

CPA (preferred)

Tools

Wolters Kluwer software

Jobbeschreibung

Job Description

We are seeking a Tax Associate with bookkeeping experience to join our team. This is a growth opportunity, your potential to rise within the organization is unlimited. A unique opportunity to work directly with the owner of the firm in cultivating and growing new relationships in the Tampa Bay region. A great platform for a candidate with a work hard, entrepreneurial spirit.

As a Tax Associate, you will play a vital role in assisting our diverse book of clients in fulfilling their tax obligations accurately and efficiently. Your expertise in both tax preparation and bookkeeping will contribute to the overall success of our firm and ensure compliance with all relevant tax regulations.

Responsibilities

• Prepare individual and business tax returns, ensuring accuracy and compliance with tax laws and regulations. Work toward advising clients on tax-saving strategies and opportunities for tax deductions.
• Provide tax planning and advisory services: Collaborate with team to assist clients to develop effective tax planning strategies to minimize tax liabilities and maximize client benefits. Stay up to date on all tax regulations, legislation, and changes to provide accurate and relevant advice to clients.
• Assist in resolving tax issues: Provide assistance in resolving complex tax issues and inquiries from clients, taxing authorities, and other relevant parties promptly and accurately. Research and analyze tax laws and regulations as required. Ability to address IRS issues.
• Perform bookkeeping duties: Maintain accurate financial records and perform bookkeeping tasks such as recording financial transactions, reconciling accounts, preparing financial statements, managing accounts payable/receivable, and handling payroll processing.
• Conduct financial analysis: Analyze financial data, identify trends, and provide meaningful insights to clients regarding their business operations and financial performance. Create financial reports and recommend improvements to optimize tax efficiencies.
• Develop, maintain, and grow client relationships: Interact closely with clients to understand their businesses, financial statements, and tax history. Provide exceptional client service while addressing their tax and accounting needs promptly and professionally.
• Collaborate with team members: Collaborate and communicate effectively with other team members, including partners, managers, and associates, to ensure efficient workflow, client satisfaction, and adherence to deadlines. Provide guidance and mentorship to junior staff as needed.
• Keep updated with tax software and tools: Stay current on advancements in tax software and utilize relevant technology tools to enhance efficiency, accuracy, and productivity in tax preparation and bookkeeping tasks. Experience with Wolters Kluwer software.

Requirements

• Bachelor's degree in accounting, finance, or a related field. CPA certification preferred, but not required.
• Experience in tax preparation and bookkeeping preferred. Experience in a public accounting firm or corporate tax department a plus.
• Proficient in accounting principles and bookkeeping practices.
• Experience with tax software.
• Excellent analytical, organizational, and problem-solving skills.
• Detail-oriented with a commitment to accuracy and compliance.
• Exceptional interpersonal and communication skills to engage with clients effectively.
• Ability to work independently, prioritize tasks, and meet deadlines.
• Proficient in using financial software, MS Excel, and other relevant tools.
• Willingness to stay updated on tax regulations, industry trends, and best practices.

Company Description

We are a boutique accounting and advisory firm focused on responsive, high-quality service to individuals, businesses, and organizations. Our team values professionalism, accuracy, client service, confidentiality, and continuous improvement. We are looking for someone who will strengthen internal operations and support an excellent client experience.