Tax Senior Associate High Net Worth HNW and LLCs

Caliber Recruiting Group; Florida; On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Health Insurance

401k

Dental

Tuition reimbursement

Flexible work environment

Job summary

Caliber Recruiting Group in South Florida seeks a Tax Senior Associate for tax preparation and review for a range of local clients including individuals, pass-throughs, and corporations.

The role emphasizes quality work, with a balanced workload, mentoring junior staff, and collaboration with partners. CPA eligibility or progress is valued, with a competitive compensation package and benefits.

Flexible work environment and strong support for CPA licensure are offered.

Qualifications

• BS/BA in accounting, finance, or related field.
• CPA eligibility or in progress; EA is a plus.
• 3-4 years of tax prep and review experience in a local accounting environment.
• Proficient with tax software: CCH, UltraTax, ProSystem.
• Ability to work in a fast-paced tax environment and meet deadlines.

Responsibilities

• Prepare and review tax returns for various entities (individuals, partnerships, S-Corps, C-Corps, etc.).
• Enter information into tax prep software (CCH, ProSystem, UltraTax).
• Ensure returns comply with firm guidelines and federal regulations.
• Collaborate with partners and mentor junior staff on tax work.

Skills

Tax preparation

Tax review

Client collaboration

Mentoring junior staff

IRS/Federal tax knowledge

Education

BS/BA in accounting/finance

CPA eligible / in progress

EA eligible (a plus)

Tools

CCH

Pro System

UltraTax

Job description

If you are looking for a new role with a medium sized and family operated accounting firm in South FL, specifically the North Miami / Hollywood FL area, then take a look at this role.

This is not a grind all day and night kind of place, but one that puts employees first, not micro managing scheduling like some firms. The partners are looking for an tax senior associate , for tax prep and review for a variety of local area businesses. If you have more interest in a tax manager role, this firm has management roles as well, (and at a higher comp plan of course).

About the Role:

• Pay: $95,000- $115,000 (could be more commensurate with experience)
• Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships.
• Enter this information into a variety of prep software programs like CCH, Pro System, and Ultra Tax
• Ensure all business tax returns are filed in accordance with Firm guidelines as well as ensuring federal regulations are met
• Work well with the partners for any tax work needed and assist any junior staff on their prep and review

What you will have:

• BS - BA - equivalent in accounting, finance, stats, business administration or related field
• CPA eligible, CPA license currently, or in progress is ideal, EA is also a plus. or working to obtain the EA
• 3-4 years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and VIP clients
• Proficient with various tax software programs, CCH, Ultra Tax, well know Thompson Reuters programs
• Understanding of tax laws and ability to be in a fast paced tax environment to get work done efficiently

Job Details:

• Full time
• Hours capped in busy season with a great work life balance
• Health Insurance plans with employer assistance
• Tuition reimbursement for CPA licensure, EA courses
• Flexible work environment
• Dental
• 401k