Tax Senior Associate- Locally Owned CPA Firm

Caliber Recruiting Group; Clearwater (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Salary $80,000 - $110,000

Real work life balance

2 Weeks PTO

Healthcare insurance

Life Insurance

Dental Insurance

Vision Insurance

Tuition assistance for CPA hours

Flexible work environment

Job summary

Caliber Recruiting Group is partnering with a locally based CPA firm to identify a tax associate. The role offers a balanced environment with no heavy billable-hour pressure, a Thursday-Friday weekly cadence, and strong benefits.

You will prepare and review returns for individuals and businesses while supporting senior staff and staying current on tax developments. Salary ranges from $80,000 to $110,000 with potential bonus, plus healthcare, life, dental and vision insurance, tuition assistance,

Qualifications

• 2-4 years of public accounting experience in tax work for various entities.
• CPA license preferred, or in progress with plan to attain CPA.
• Strong understanding of federal tax laws for partnerships, trusts, corporations and individuals.
• Experience with tax software such as UltraTax or ProSystem or similar platforms.

Responsibilities

• Prepare and review federal and state tax returns for individuals, C-Corps, S-Corps, estates and trusts.
• Assist clients with tax prep, reviews and filings.
• Resolve issues to ensure compliance with federal and state guidelines.
• Mentor junior staff in tax return preparation and review.
• Assist senior managers on complex returns and entities.
• Interface with IRS as needed to ensure compliance.
• Keep up to date with tax code changes.

Skills

Public accounting experience

CPA in progress

Tax knowledge

Attention to detail

Willing to learn

Education

CPA License in progress or CPA designation preferred

Tools

UltraTax

ProSystem

Job description

If you are at a public accounting company that does not have a true value for real employee work-life balance, causes stress at the very thought of yet another busy season, and you're not sure when PE is coming to make changes, it may be a great time to explore your options.

Our team has been retained by a locally based, niche CPA firm that values their employees above all else. They value teamwork and making sure both the work environment and the clients they take care of receive top priority.

We have a great role for a tax associate working at a locally owned CPA and advisory services firm

Benefits of the Opportunity:

• $80,000 - $110,000 salary + possible bonus
• Real work life balance without worrying about billable hours
• 2 Weeks PTO, with additional flex time during several months of the year
• Healthcare insurance
• Life Insurance
• Dental Insurance
• Vision Insurance
• Tuition assistance for CPA hours or coursework needed tor CPA license
• Flexible work environment

Responsibilities and Day to Day Duties:

• Prep and review federal and state income tax returns for individuals, C-Corps, S-Corps, estates, and trusts
• Assist with client needs for tax prep, reviews, and software filings
• Fix and adjust any issues with tax returns to ensure proper compliance with federal and state guidelines
• Help junior staff in prep and review of tax returns
• Assist senior managers in complex returns, and entities
• Work with IRS at times to ensure proper compliance and regulations are followed
• Keep current with continuous learning for tax code and federal changes

Qualifications:

• 2-4 years of public accounting experience in a medium or a large scale firm performing tax work for various entities
• CPA license preferred, (or at least in progress with education requirement and planning to attain CPA in the future)
• Great understanding of federal tax laws as they apply to partnerships, trusts, corporations, individuals, and high net worth clients
• Experience with various tax software like UltraTax, ProSystem, or any other major tax software platform
• Ability to be accurate and efficient processing, prepping and reviewing a high volume of returns at times
• Desire to continue to learn and build on tax knowledge to grow into a manager level position
• Schedule- Monday through Friday