Tax Associate

Rosenfield and Company PLLC; Orlando (FL); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Rosenfield and Company PLLC in Orlando, FL is seeking a Tax Associate for a full-time hybrid role with some work-from-home flexibility. You will prepare federal, state, and local tax returns for high net worth individuals and entities, review supporting documents, and collaborate with senior staff on planning strategies.

The ideal candidate holds a Bachelor’s degree in Accounting or Finance, has CPA licensure potential, and can research tax law changes while meeting engagement deadlines.

Qualifications

• Strong skills in Tax Compliance and Tax Preparation for individuals and business entities.
• Solid understanding of Tax and Tax Law, with the ability to research and interpret complex regulations.
• Foundational knowledge of Finance, including financial statements and basic accounting principles.
• Strong analytical skills, attention to detail, and the ability to manage multiple deadlines.
• Effective written and verbal communication skills, with a client-focused, collaborative mindset.

Responsibilities

• Prepare federal, state, and local tax returns for high net worth individuals and businesses.
• Review financial statements and supporting documentation; identify tax issues and opportunities.
• Assist in tax planning strategies under senior team guidance.
• Research tax law changes and respond to notices; maintain accurate workpapers.
• Communicate with clients professionally and contribute to process improvements within the tax department.

Skills

Tax compliance

Tax research

Finance basics

Analytical skills

Communication

Education

Bachelor’s degree in Accounting/Finance

Tools

Tax software

Microsoft Office

Job description

Company Description Rosenfield and Company PLLC is a full-service CPA firm serving clients across the United States and internationally, with a focus on select niche industries. The firm’s client base includes automobile dealerships and related companies, broker/dealers, private equity groups, publishing and finance companies, distributors, manufacturers, cruise lines, high-net-worth individuals, and professional athletes. With offices in Orlando, FL; and staff in the Greater New York City area, the firm combines regional presence with national reach. As the 10th largest CPA firm in Central Florida, Rosenfield and Company PLLC offers the scale to support clients of various sizes while maintaining personalized service.

Role Description The Tax Associate is a full-time hybrid role based in Orlando, FL, with flexibility for some work from home. This role involves preparing federal, state, and local tax returns for high net worth individuals and business entities, ensuring compliance with applicable tax laws and regulations. The Tax Associate will review financial statements and supporting documentation, identify tax issues and opportunities, and assist in tax planning strategies under the guidance of senior team members. Day-to-day responsibilities include researching tax law changes, responding to tax notices, maintaining accurate workpapers, and collaborating with colleagues to meet engagement deadlines. The role also includes communicating with clients in a professional manner, addressing tax-related questions, and contributing to process improvements within the tax department. We offer high quality client and peer contact in an exceptional working environment and high professional growth opportunities.

Qualifications

• Strong skills in Tax Compliance and Tax Preparation for individuals and business entities.
• Solid understanding of Tax and Tax Law, with the ability to research and interpret complex regulations.
• Foundational knowledge of Finance, including financial statements and basic accounting principles.
• Bachelor’s degree in Accounting, Finance, or a related field; eligibility to pursue CPA licensure is preferred.
• Prior internship or work experience in public accounting or tax is beneficial.
• Proficiency with tax software and Microsoft Office applications; experience with CPA firm tools is a plus.
• Strong analytical skills, attention to detail, and the ability to manage multiple deadlines.
• Effective written and verbal communication skills, with a client-focused, collaborative mindset.