Tax Planner & Client Advisory Specialist (CPA/EA)

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 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