Tax Associate

Ascend; Boca Raton (FL); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short and Long-term disability

Flexible time off

FSA & HSA

Employee assistance program

401(k) matching

Commuter benefits

Parental leave

Equity participation

Job summary

KSDT is seeking a tax consulting professional in Florida to provide planning, compliance, and advisory services for clients across the tax spectrum. The role involves reviewing returns, guiding engagements from start to finish, and mentoring junior staff in a collaborative team environment.

Candidates should have strong technical tax skills, the ability to manage multiple engagements under tight deadlines, and excellent communication and leadership abilities to drive client success.

Qualifications

• Bachelor's or Master's degree in accounting.
• Master's in Taxation or LLM in Taxation a plus.
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
• Experience in tax provisions a plus.
• Ability to problem-solve and think both creatively and logically.
• Demonstrated ability to self‑direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
• Excellent analytical, organizational, written and verbal communication skills.
• Ability to attract and develop profitable, sustainable client relationships.

Responsibilities

• Provide consulting services and recommendations to clients on innovative tax planning and compliance services in a timely manner.
• Review tax returns from associates and interns and suggest accuracy improvements and savings opportunities.
• Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects within budget.
• Ensure client satisfaction through open communication, meeting deadlines, and sharing tax saving strategies proactively.
• Work closely with Partners and Managers on client management, staff development, and business development activities.
• Resolve minor issues directly with the IRS and other tax authorities.
• Assist with resolving more complex issues with IRS and other tax authorities.
• Participate in client meetings; may lead meetings with smaller clients.
• Supervise, train, and mentor associates and interns on tax projects and assess performance for reviews.
• Attend professional development and continuing education sessions regularly.
• Other related duties as assigned.

Skills

Tax planning

Tax compliance

Tax research

Client management

Reviewing tax returns

Leadership

Education

Bachelor's or Master's in accounting

Master's in Taxation or LLM in Taxation a plus

Job description

Locations

• Miami, Florida
• Weston, Florida
• Boca Raton, Florida
• Remote
• Hybrid

Responsibilities

• Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner.
• Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities.
• Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget.
• Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies.
• Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities.
• Resolve minor issues directly with the IRS and other tax authorities.
• Assist with resolving more complex issues with IRS and other tax authorities.
• Participate in client meetings. May lead client meetings with smaller clients.
• Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.
• Attend professional development and continuing education sessions on a regular basis.
• Other related duties as assigned.

Desired Qualifications

• Bachelor's or Master's degree with a major in accounting.
• Master's in Taxation or LLM in Taxation a plus.
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
• Experience in tax provisions a plus.
• Ability to problem-solve and think both creatively and logically.
• Demonstrated ability to self‑direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
• Excellent analytical, organizational, written and verbal communication skills.
• Ability to attract and develop profitable, sustainable client relationships.

Benefits And Perks

• Health, Dental, Vision, Short and Long‑Term Disability
• Flexible Time Off
• FSA & HSA
• Employee Assistant Programs
• 401(k) Matching
• Commuter Benefits
• Parental Leave
• Modernized Incentives and Equity Participation

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy‑related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.