Tax Senior Associate

Pelican3 Consulting LLC; Florida; On-site; USD 85,000 - 110,000; Full time

Job summary

Pelican3 Consulting LLC is seeking a Tax Senior Associate to join our Jupiter, FL office. The role focuses on preparing and reviewing federal and state returns for individuals and entities, with emphasis on pass-through taxation and multi-state work.

You will work with advisory and technology teams to automate repetitive tax tasks, coach staff, and communicate results clearly to clients. 2–4 years public accounting experience required.

Qualifications

• 2 to 4 years of recent tax experience in public accounting.
• CPA license, or EA with active progress toward the CPA.
• Solid grounding in pass-through entity taxation and individual returns; exposure to multi-state work is a plus.
• Comfort with modern tax software and a genuine interest in technology.
• Clear written and verbal communication.
• Organized, deadline-reliable, and honest about what you do not know yet.

Responsibilities

• Prepare and review federal and state tax returns for individuals, S corps, partnerships and C corps.
• Handle multi-state filings and research state and local tax questions.
• Review work prepared by associates and coach junior staff.
• Communicate with clients to gather information and explain results.
• Support tax planning engagements, projections, and quarterly estimates.
• Collaborate with advisory and technology teams to automate repetitive tax processes.

Skills

Tax preparation

Public accounting

CPA progression

Multi-state tax

Communication

Technology affinity

Education

CPA license in progress

EA with progress toward CPA

Tools

Tax software

Job description

Pelican3 Consulting is a tech-driven CPA firm where accounting expertise meets cybersecurity, automation, and AI. We are looking for a Tax Senior Associate with 2 to 4 years of public accounting experience to join our Jupiter, FL office and grow with a firm that builds its own tools and refuses to do things the old way just because that is how they have always been done.

What you will do:

• Prepare and review federal and state income tax returns for individuals, S corporations, partnerships, and C corporations (1040, 1120-S, 1065, 1120)
• Handle multi-state filings and research state and local tax questions as our clients expand
• Review work prepared by associates, provide coaching feedback, and take first-pass responsibility for return quality
• Communicate directly with clients to gather information, resolve open items, and explain results in plain language
• Support tax planning engagements, projections, and quarterly estimates for business owners
• Work alongside our advisory and technology teams to automate repetitive parts of the tax process, and bring your own ideas for what should be automated next

What we are looking for:

• 2 to 4 years of recent tax experience in public accounting
• CPA license, or EA with active progress toward the CPA
• Solid grounding in pass-through entity taxation and individual returns; exposure to multi-state work is a plus
• Comfort with modern tax software and a genuine interest in technology. You do not need to code, but you should be the kind of person who asks why a manual process still exists
• Clear written and verbal communication. You will talk to clients, not just spreadsheets
• Organized, deadline-reliable, and honest about what you do not know yet

Why Pelican3:

• We live our RISE values: Resilience, Innovation, Selflessness, Excellence
• Small-firm ownership of your work with technology a large firm would envy
• Direct access to partners and a real path to manager
• Jupiter office with a collaborative, low-ego team