Tax Senior Associate, Top Ocala People-Centric Firm

Caliber Recruiting Group; Ocala (FL); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

PTO

Vision Insurance

Dental Insurance

Employer-paid Health Insurance

Life Insurance

Job summary

Caliber Recruiting Group in Ocala, FL partners with a growing accounting firm to fill a senior tax position. The role offers a clear track for promotion, reasonable weekly hours, and strong benefits including PTO, vision, dental, and employer-paid health insurance.

Candidates should have 3–4 years of tax experience across multiple entities (C‑Corps, S‑Corps, Partnerships, Trusts) and CPA or EA progress is a big plus. Salary ranges from $80,000 to $115,000 DOE, with life insurance included.

Qualifications

• B.S./B.A. or Master in accounting, finance, or related field.
• CPA or EA in progress/eligible is a big plus and can fast-track promotion.
• 3–4 years tax experience with multiple business entities; ability to prep and review returns efficiently.
• Experience with accounting software including CCH Pro System FX (or similar).

Responsibilities

• Skilled in overall tax prep, review, and advisory services for businesses, high net worth individuals, C‑Corps, S‑Corps, partnerships, and trusts (1065, 1120, etc).
• Oversee multiple tax engagements and assist junior staff.
• Complete all work according to deadlines.

Skills

Tax preparation

Team oversight

Education

Bachelor's degree in accounting

CPA or EA in progress/eligible

Tools

CCH ProSystem fx

Job description

Is your current firm stressing you out regarding billable hours, busy season, or constantly being difficult with utilization rates?

This could be an opportunity worth looking into as our team has partnered with a growing accounting firm in the Ocala, FL area.

The highly regarded accounting and advisory firm performs a variety of client services including wealth management (estate), business advisory, tax management, and building partnerships with high level leaders in the local business community.

The firm we are partnered with is a great and forward-thinking accounting firm that wants their teams to grow, has weekly hours capped at reasonable rates, and has generous PTO. This is a place where you can grow, develop, and be promoted with a clear track for promotion tracks.

Responsibilities & Pay:

• $80,000 - $115,000 per year, DOE
• PTO, Vision, Dental, Employer paid Health Insurance
• Life Insurance
• Skilled in overall tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts (1065, 1120, etc).
• Oversee multiple tax engagements and help assist the junior staff
• Complete all work and engagements according to the specified deadlines

Qualifications & Background:

• -B.S. / B.A., / Bachelors or Masters degree in accounting or equivalent, finance, business, etc.
• -CPA or EA or in progress / eligible is a big plus and would assist a fast track to higher paying role as well
• -3-4 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).