Tax Senior Associate Locally Owned CPA Firm

Caliber Recruiting Group; Ponte Vedra Beach (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Work-life balance

2 weeks PTO

Employer-paid healthcare

Life insurance

Dental insurance

Vision insurance

Bonus potential

CPA tuition assistance

Flexible environment

Job summary

Caliber Recruiting Group is partnering with a locally based, niche CPA firm in Florida to find a Tax Accountant with 2–4 years of public accounting experience. You will prepare and review tax returns for individuals and various entities, while supporting junior staff and collaborating with senior managers.

The firm emphasizes real work-life balance, flexible environment, and ongoing CPA-related training, with opportunities for growth into a manager role.

Qualifications

• 2-4 years of public accounting experience in tax work.
• CPA license preferred or in progress with plan to attain CPA.
• Strong knowledge of federal tax laws for partnerships, trusts, corporations, and individuals.
• Experience with tax software such as UltraTax or ProSystem.
• Accurate and efficient handling of high volumes of returns; detail-oriented.
• Willingness to learn and grow into a manager level.

Responsibilities

• Prepare and review federal and state income tax returns for individuals, C-Corps, S-Corps, estates, and trusts.
• Assist with client tax needs for tax prep, reviews, and software filings.
• Fix and adjust 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 as needed to ensure compliance and regulations.
• Keep current with changes in tax code through continuous learning.

Skills

Public accounting experience

Attention to detail

Education

CPA license preferred

CPA in progress

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.

Benefits Included in the Opportunity:

• Real work life balance where team members can work on their clients without a tracked sheet or worrying about billable hours


• 2 Weeks PTO, with additional flex time during several months of the year


• Employer paid Healthcare insurance


• Life Insurance


• Dental Insurance


• Vision Insurance


• Full time salary with bonus potential annually


• Tuition assistance for CPA hours or coursework needed tor CPA license


• Flexible work environment

Responsibilities of the Role:

• 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 Needed:

• 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