Tax Pro & Advisor (Year-Round, Hybrid, Naples)

US Tax Accounting LLC; United States; Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Year-round employment

Bonuses

Education support

Professional office environment

Job summary

US Tax Accounting, LLC in Naples, FL is hiring a Tax Preparer for complex individual, trust, and business returns. The position is in-office/hybrid and supports a growing client base with year-round engagement.

The role requires at least 3 years of tax prep experience, proficiency in Drake/UltraTax and QuickBooks, and strong communication. Fiduciary/trust taxation is a plus; regular business-hours presence is expected.

Qualifications

• Minimum of 3 years of direct tax preparation experience.
• Proficient in Drake or UltraTax and QuickBooks.
• Strong written and verbal communication skills.
• In-office presence required during business hours.
• Fiduciary or estate/trust taxation experience preferred but not required.

Responsibilities

• Prepare and review individual (1040), trust (1041), and business (1120, 1120S, 1065) returns.
• Advise clients on tax planning, IRS correspondence, and compliance matters.
• Coordinate with attorneys, investment advisors, and fiduciaries on client accounts.
• Maintain current knowledge of tax laws and regulatory updates impacting federal and Florida tax matters.
• Ensure all filings meet internal quality standards and deadlines.
• Maintain confidentiality and professional ethics in all aspects of service.

Skills

Tax preparation

Communication

Tools

Drake/UltraTax

QuickBooks

Job description

US Tax Accounting, LLC in Naples, FL is hiring a Tax Preparer for complex individual, trust, and business returns. The position is in-office/hybrid and supports a growing client base with year-round engagement.

The role requires at least 3 years of tax prep experience, proficiency in Drake/UltraTax and QuickBooks, and strong communication. Fiduciary/trust taxation is a plus; regular business-hours presence is expected.