Tax & Accounting Pro: Holistic Client Advisory

Secure Accounting; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Secure Accounting in Miami seeks a Tax and Accounting Professional to serve business owners and individuals with tax preparation, planning, and accounting services. You will collaborate across disciplines in a firm that unites tax, accounting, advisory, payroll and technology.

The role emphasizes attention to detail, timely filings, and clear client communication, with opportunities to advance CPA/EA credentials within a collaborative team.

Qualifications

• Experience in tax preparation or accounting.
• Proficient with tax or accounting software.
• Strong attention to detail and clear communication with clients.
• Comfortable working in a fast-moving team during busy seasons.

Responsibilities

• Prepare and review individual and business tax returns.
• Support clients with tax planning and IRS notices.
• Handle bookkeeping, reconciliations and financial statements.
• Work with advisory, payroll and insurance teams so every client gets connected advice.
• Keep client records organized and deadlines on track.

Skills

Tax preparation

Accounting

Education

CPA/EA/PTIN credential

Tools

QuickBooks

Drake

Lacerte

UltraTax

Job description

Secure Accounting in Miami seeks a Tax and Accounting Professional to serve business owners and individuals with tax preparation, planning, and accounting services. You will collaborate across disciplines in a firm that unites tax, accounting, advisory, payroll and technology.

The role emphasizes attention to detail, timely filings, and clear client communication, with opportunities to advance CPA/EA credentials within a collaborative team.