Tax Senior Associate - Growth, Flexible Hours, PTO

Caliber Recruiting Group; Sarasota (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

PTO

Vision insurance

Dental insurance

Employer medical plan

Life insurance

Job summary

A thriving accounting firm in Sarasota, FL seeks a Tax Senior Associate to provide tax preparation, review, and advisory services. You’ll oversee multiple tax engagements while supporting junior staff and managing client relationships. The position offers a competitive salary between $80,000 and $120,000 based on experience, capped weekly hours, and a generous PTO policy. Ideal candidates will have 3+ years of tax experience, a B.S. or B.A. in accounting or related field, and familiarity with accounting software like CCH Pro System FX.

Qualifications

• 3+ years of tax experience with various business entities.
• Ability to efficiently prep and review tax returns.
• On track to fulfill CPA credit hour requirements preferred.

Responsibilities

• Provide tax prep, review, and advisory services.
• Oversee multiple tax engagements and assist junior staff.
• Create and foster client relationships.

Skills

Tax preparation

Client relationship management

Accounting software proficiency

Time management

Education

B.S. / B.A. in accounting or equivalent

CPA or EA certification

Tools

CCH Pro System FX

Job description

Is your current firm stressing you out regarding billable hours, busy season, or constantly tracking your time sheets?

This could be an opportunity worth looking into as our team has partnered with a thriving accounting firm in Sarasota, FL, looking to add a solid Tax Senior Associate.

Our locally owned partner CPA and advisory services firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community.

The firm is a forward-thinking that wants their teams to grow, has weekly hours capped, and has a generous PTO policy.

If a family oriented CPA firm and working on a team with some amazing local area clients interests you, please apply today. Interested in having a quick call? Please email me directly anytime to set up a call- [e-mail] -Andrew

Responsibilities amp; Pay:

• $80,000 - $120,000 per year depending on experience and credentials
• PTO, Vision, Dental, Employer Medical Plan
• Life Insurance
• Providing tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts
• Oversee multiple tax engagements and help assist the junior staff
• Complete all work and engagements according to the specified deadlines and in accordance with firm rules
• Create and foster client relationships for the firm

Qualifications amp; Experience:

• B.S. / B.A., in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus
• CPA or EA is a big plus and would assist a fast track to higher paying manager role
• 3+ solid years of tax experience working with multiple business entities, and the ability to prep and review various returns efficiently
• Experience with multiple accounting software programs including CCH Pro System FX (and or other comparable accounting software).