Senior Accountant and Tax Preparer

2 weeks ago


Sarasota County, United States Wealth ManagementCPA Practice Full time $80,000 - $100,000
Job DescriptionJob Description

We are a rapidly growing wealth management firm that has recently acquired a CPA practice and are looking for a Senior Accountant to take a lead role in tax preparation and consultation for our expanding client base. The role is a partnership track opportunity for the right candidate who is not only an excellent tax preparer, but also has the ability to work on a team in a dynamic role that will include tax preparation and advice, financial planning, trusts, estates and investment management.

Job Description:

  • Prepare tax returns for individuals and some small businesses/partnerships in multiple states.
  • Work directly with clients on financial data collection and communication.
  • Stay updated on all tax laws and communicate strategies to clients when applicable
  • Assist with tax planning and provide recommendations to optimize clients' tax positions
  • Communicate directly tax clients and coordinate with advisors on tax and wealth management strategy

Requirements:

  • Minimum of 3-5 years of experience in accounting, with a focus on tax return preparation
  • A strong working knowledge of individual and corporate tax law in multiple jurisdictions
  • Be proficient in one or more accounting software packages such as ProSystem FX, Drake, Quickbooks etc.
  • Strong communication skills and the ability to handle projects, especially during tax season.
  • Bachelor's degree in Accounting.

The position is bonus eligible, has a generous incentive package and a flexible hybrid work model. If you are interested in applying your accounting skills to delivering a great client experience and looking to grow a business and participate in the upside please reach out today

 

 

 

 


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