Job Description
Join our award-winning tax team in sunny Tampa as a Tax Associate! We provide all necessary equipment including laptops, dual monitors, and specialized tax software to ensure your success. Enjoy a modern hybrid work model with 2 days remote flexibility while supporting high-net-worth clients and complex tax strategies. Our commitment to professional development includes paid certifications and mentorship from CPAs with Big 4 backgrounds.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Analyze financial statements to identify tax-saving opportunities
- Utilize provided tax software (e.g., Lacerte, ProSystem fx) for compliance filings
- Conduct tax research and respond to IRS inquiries
- Collaborate with senior advisors on tax planning strategies
- Maintain client relationships through regular communication
- Stay updated on tax law changes through provided continuing education resources
Qualifications
- Bachelor's degree in Accounting or Finance (required)
- 2+ years of tax preparation experience (CPA/EA candidates preferred)
- Proficiency in Microsoft Office Suite and tax software
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to work independently with provided remote equipment
- Active Florida CPA license or eligibility to obtain within 6 months
- Attention to detail with complex financial data