Winter Park, FL
Tax Senior Associate
Well regarded growing CPA firm is looking for a talented Tax Senior Associate. Great compensation, benefits, and firm culture.
This Jobot Job is hosted by: Grace Brewer
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $60,000 - $80,000 per year
A bit about us:
We are a growing CPA firm located in Orlando Florida and provides a work environment that includes highly skilled and friendly professionals. Our team has been known to volunteer in the community, enjoy a hike on local trails and visit the aquarium. Our employees are passionate about what they do and enjoy celebrating our successes as a team. We provide the highest quality service to our clients, consistent with their goals. We believe in the value of relationships. Our company is comprised of more than thirty professionals who provide tax, audit and accounting services to individuals, family-owned businesses, nonprofit organizations and privately held companies.
Why join us?
Job Details
Responsibilities:
• Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations.
• Supervise, train, and mentor associates and junior associates on client engagements and technical issues.
• Identify and implement tax planning and consulting opportunities.
• Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy, tax savings opportunities and compliance with tax law.
• Prepare complex tax returns and prepare tax payments, as needed.
• Maintain good working relationships with clients to enhance customer satisfaction and work with client management and staff at all levels to perform tax services.
• Identify and assist with implementation of tax planning and tax savings strategies.
• Research and consult on complex tax matters.
• Research the implications of tax laws to discuss with Partners and advise clients on tax-related issues.
• Demonstrates initiative, creativity, and imagination on approaching work.
• Facilitates in-house training.
• Develops and maintains expertise in the taxation area, responsible to keep staff in the firm informed of changes and developments in the taxation area.
Qualifications and Requirements:
• Bachelor’s in Accounting
• CPA or actively sitting for the CPA exam (at least 1 part)
• 2 + years of continuous experience in public accounting
• Ability to work independently and manage multiple assignments in a fast-paced environment
• Experience in working partnerships, corporations, international clients, and high net worth individuals
• Strong customer service focus
• Excellent verbal and written communication skills
• Strong organizational skills required, Multi-tasker
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Understanding of relevant tax legislation corporate, personal and partnership tax compliance and planning.
• Proficient with ProSystems fx tax, QuickBooks, Excel and/or RIA Checkpoint a plus
• Should value teamwork, client service, and quality in detailed work
• Prior supervisory and client planning experience required
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Grace Brewer
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $60,000 - $80,000 per year
A bit about us:
We are a growing CPA firm located in Orlando Florida and provides a work environment that includes highly skilled and friendly professionals. Our team has been known to volunteer in the community, enjoy a hike on local trails and visit the aquarium. Our employees are passionate about what they do and enjoy celebrating our successes as a team. We provide the highest quality service to our clients, consistent with their goals. We believe in the value of relationships. Our company is comprised of more than thirty professionals who provide tax, audit and accounting services to individuals, family-owned businesses, nonprofit organizations and privately held companies.
Why join us?
- Competitive Base (40-65K+) + Bonus
- Medical, Dental, and Vision Benefits
- Paid Holidays
- Paid Vacation
- 401K + Match
- Great Company Culture
- Flexible Hours
Job Details
Responsibilities:
• Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations.
• Supervise, train, and mentor associates and junior associates on client engagements and technical issues.
• Identify and implement tax planning and consulting opportunities.
• Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy, tax savings opportunities and compliance with tax law.
• Prepare complex tax returns and prepare tax payments, as needed.
• Maintain good working relationships with clients to enhance customer satisfaction and work with client management and staff at all levels to perform tax services.
• Identify and assist with implementation of tax planning and tax savings strategies.
• Research and consult on complex tax matters.
• Research the implications of tax laws to discuss with Partners and advise clients on tax-related issues.
• Demonstrates initiative, creativity, and imagination on approaching work.
• Facilitates in-house training.
• Develops and maintains expertise in the taxation area, responsible to keep staff in the firm informed of changes and developments in the taxation area.
Qualifications and Requirements:
• Bachelor’s in Accounting
• CPA or actively sitting for the CPA exam (at least 1 part)
• 2 + years of continuous experience in public accounting
• Ability to work independently and manage multiple assignments in a fast-paced environment
• Experience in working partnerships, corporations, international clients, and high net worth individuals
• Strong customer service focus
• Excellent verbal and written communication skills
• Strong organizational skills required, Multi-tasker
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Understanding of relevant tax legislation corporate, personal and partnership tax compliance and planning.
• Proficient with ProSystems fx tax, QuickBooks, Excel and/or RIA Checkpoint a plus
• Should value teamwork, client service, and quality in detailed work
• Prior supervisory and client planning experience required
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Recommended Skills
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