Tax Law Expert

1 month ago

Naples, Florida, United States Matthew John Soldavini, PLLC Full time
Accelerate Your Tax Law Expertise

We are a rapidly growing accounting firm in Naples, Florida, offering great pay, comprehensive benefits, and Fridays off from May to December. As a highly motivated and disciplined Accounting Paraprofessional, you'll have the opportunity to broaden or deepen your skills, contribute meaningfully, and achieve a work-life balance.

In this role, you'll assist our CPAs with various communications, documentation, and file submission tasks related to client engagements to ensure compliance with tax laws and regulatory filing deadlines. This is a great opportunity to accelerate your tax law experience with a firm that specializes in tax law.

This is an on-site position in Naples, Florida. Please do not apply if you are outside the U.S. or not currently within reasonable commuting distance to Naples, Florida.

Qualifications
  • Master's or Bachelor's Degree in Accounting or
  • 5+ years experience as an accounting paraprofessional or paralegal.
  • Able to interact professionally with CPAs, attorneys, and accounting regulators.
  • Excellent reading comprehension and proficient in QuickBooks Online.
  • Able to communicate clearly and concisely, both verbally and in writing.
  • Knowledge of regulatory requirements associated with tax filings.
  • Proactive and highly responsive to requests for documents and data from internal and external sources.
  • Ability to maintain strict confidentiality.
  • Collaborative with colleagues at all levels to deliver outstanding client service.
Primary Responsibilities
  • Support our CPAs to meet the requirements of complex regulatory work.
  • Communicate clearly, accurately, and in a timely manner by telephone, email, and online portals with attorneys, regulatory representatives, and our CPAs.
  • Provide outstanding service to clients in response to requests for documentation and analysis.
  • Manage the document request and collection process from initial client engagement to conclusion.
  • Coordinate and monitor the scheduling of projects, deliverables, and related details.
  • Maintain appropriate policies and procedures to ensure proper compliance.
  • Coordinate client billing and engagement to actual results and communicate to team members.
  • Industry experience in Construction, Hospitality, Healthcare, High Net-Worth Individuals, Real Estate, or Non-Profit a plus.
  • Assist with any additional projects as needed.
Skills
  • Strong understanding of Generally Accepted Accounting (GAAP) principles.
  • Highly adept at QuickBooks Online.
  • Highly proficient in navigating online portals to submit documentation.
  • Strong computer skills and ability to adapt to accounting software.
  • Strong analytical and problem-solving skills.
  • Proficient in Microsoft Office with advanced Excel spreadsheet skills.
  • A highly organized multi-tasker; self-motivated and detail-oriented.
  • Ability to work independently and effectively as a member of a team.
Comprehensive Benefits
  • 401k Matching
  • Health Insurance
  • Fridays Off – May thru December
  • Child Care Support
  • Disability Insurance
  • FSA or HSA
  • Paid Time Off
  • Performance Rewards
  • Career Path
  • Paid License & CPE
  • Discretionary Annual Bonuses
  • CPA Incentive Program

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