Financial Tax Specialist

4 days ago


Boca Raton, Florida, United States Alpina Financial Consultants Full time
Job Description

We are seeking a knowledgeable Financial Tax Specialist to join Alpina Financial Consultants. In this role, you will prepare clients tax filings and advise them on strategies to maximize savings and make sound financial decisions.

The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Responsibilities:
  • Conduct initial meetings with potential clients to discuss services offered and estimates of cost
  • Educate clients on the tax submission process
  • Analyze income statements, previous tax returns, and other financial records to determine taxable income
  • Provide sound advice to clients on minimizing their tax obligations
  • File taxes in an accurate and timely manner
  • Communicate with tax authorities when necessary
Qualifications:
  • Bachelor's degree in accounting or a related field
  • Valid Preparer Tax Identification Number (PTIN)
  • Previous experience as a Financial Tax Specialist
  • Knowledge of federal and state tax laws
  • Skilled in Microsoft Excel and accounting software
  • Excellent mathematical and analytical skills
  • Strong verbal and written communication skills
Benefits
  • Competitive salary: $70,000 - $90,000 per year
  • 401(k) matching
  • Bonus based on performance
  • Health insurance
  • Opportunity for advancement
  • Profit sharing
  • Vision insurance
Requirements

Alpina Financial Consultants offers a dynamic work environment, competitive compensation package, and opportunities for growth and development.


  • Tax Manager

    7 days ago


    Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    About Gerson Preston Klein Lips Eisenberg GelberGPKLEG is a renowned certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959, our team of nearly 60 professionals delivers exceptional tax services to domestically and internationally based clients across diverse industries.We offer a dynamic work environment where...


  • Boca Raton, Florida, United States Global Channel Management Full time

    Job Title: Financial Coordinator SpecialistAbout the Role:We are seeking a highly skilled and experienced Financial Coordinator Specialist to join our team at Global Channel Management. In this role, you will be responsible for coordinating financial activities, including accounts payable, vendor management, and data entry.Key Responsibilities:Answering...


  • Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    Job OverviewGerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG is a leading certified public accounting firm in South Florida. We are seeking highly motivated Tax Managers to join our dynamic Tax Services division.We help clients improve their tax efficiencies and facilitate better decision making. This role focuses on helping businesses with tax...


  • Boca Raton, Florida, United States Envision Staffing Solutions Full time

    Job OverviewWe are seeking a skilled Financial Accounting Specialist to join our team at Envision Staffing Solutions. This role is ideal for an individual with expertise in QuickBooks Desktop and Online, as well as experience in bank reconciliation, categorizing transactions, and data entry.


  • Boca Raton, Florida, United States Corebridge Financial Full time

    At Corebridge Financial, we're passionate about helping individuals plan and take action to protect their financial future. As a Business Development Specialist - Retirement Savings, you'll play a critical role in providing objective guidance that aligns with the needs of plan sponsors and employees eligible for our retirement savings plans.We offer a...


  • Boca Raton, Florida, United States Carrie Rikon & Associates, LLC. Full time

    Job Title: Tax ManagerJob SummaryWe are seeking a highly skilled Tax Manager to oversee all tax-related decisions and activities in our organization. The ideal candidate will have recent public accounting experience and a strong understanding of tax regulations and accounting principles.Key ResponsibilitiesTax Compliance: Ensure the organization's compliance...


  • Boca Raton, Florida, United States MN8 Energy LLC Full time

    About MN8 Energy LLCAt MN8 Energy LLC, we are a highly visible and growing renewable energy company operating in a dynamic environment. We specialize in electric-charging-station joint ventures with world-renowned automobile manufacturers.Job SummaryWe are seeking an experienced Senior Tax Specialist to join our team. As a key member of our tax department,...


  • Boca Raton, Florida, United States The GEO Group Full time

    We are seeking a highly skilled Financial Compliance Specialist to join our team at The GEO Group. As a key member of our internal audit department, you will be responsible for leading audit teams and conducting audits of our facilities, ensuring compliance with Sarbanes-Oxley regulations.About the Role:The successful candidate will lead audit teams on...

  • Tax Consultant

    1 day ago


    Boca Raton, Florida, United States Workforce Solutions, LLC Full time

    Workforce Solutions, LLC partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. Our mission is to provide exceptional staffing solutions that meet the needs of our clients and candidates.We are currently working with two rapidly growing CPA firms in Florida...


  • Boca Raton, Florida, United States HCM Unlocked Full time

    Job DescriptionHCM Unlocked's vision is to empower businesses with expert payroll tax registration solutions. Our strong culture thrives on trusting and empowering our consultants to be autonomous and nimble with their clients.The Payroll Tax Registration Specialist I will be responsible for handling all aspects of payroll tax registrations, ensuring...

  • Tax Consultant

    4 days ago


    Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    Tax Senior Associate Job DescriptionEstablished in 1959, Gerson Preston Klein Lips Eisenberg Gelber is a certified public accounting firm with offices in Miami and Boca Raton, Florida.We are seeking an experienced Senior Tax Professional to join our dynamic Tax Services division. This role focuses on helping businesses with tax strategy, ensuring tax...


  • Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    Are you a detail-oriented professional looking for a challenging role in corporate tax? We are seeking highly motivated Tax Managers to join our dynamic Tax Services division at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG.Role Overview:This is an exciting opportunity to work with clients from diverse industries, providing tax strategy and...


  • Boca Raton, Florida, United States Skylimit Systems Full time

    About the RoleWe are seeking a detail-oriented Senior Accountant to manage financial reporting, month-end close, inventory accounting, and tax compliance for our supplement distribution company.Our ideal candidate will have strong accounting expertise, attention to detail, and the ability to collaborate across departments to ensure accurate financial...


  • Boca Raton, Florida, United States KNM Resources Full time

    Job DescriptionOverviewKNM Resources seeks a Tax Manager with 4 to 6 years of public accounting or corporate tax experience to join its Corporate Tax team. This role is ideal for a tax professional interested in growth and career advancement.ResponsibilitiesPrepare Corporate tax returnsResearch federal / state tax issuesAnalyze changes to tax lawsDevelop and...

  • Tax Senior Associate

    2 weeks ago


    Boca Raton, Florida, United States FORVIS Full time

    About Forvis MazarsForvis Mazars is a leading global professional services network, committed to delivering an Unmatched Client Experience through the delivery of assurance, tax, and consulting services. With a legacy spanning over 100 years, our team of 7,000 dedicated professionals provides tailored solutions to clients in all 50 states and...


  • Boca Raton, Florida, United States KNM Resources Full time

    Job DescriptionAbout UsAt KNM Resources, we are a successful company that offers opportunities for career advancement. Our Corporate Tax team is ideal for public accountants with 4 to 6 years of experience looking to transition into a corporate environment or tax professionals seeking growth and development.Responsibilities:Prepare complex corporate tax...


  • Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    Job Title:Tax Expert ProfessionalAbout GPKLEG:Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG is a certified public accounting firm with offices in South Florida. Established in 1959 with nearly 60 professionals, we are one of the premier boutique firms in the region.Job Overview:We seek highly motivated entry-level accounting professionals to join...


  • Boca Raton, Florida, United States Carrie Rikon & Associates, LLC. Full time

    About Carrie Rikon & Associates, LLC.">Carrie Rikon & Associates, LLC. is an established South Florida-based public accounting firm with a rich history of internal growth and professional development, providing audit/financial reporting, tax, forensic, and other related services to both domestically and internationally based clients.">Job Summary">We are...


  • Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    We are seeking a highly motivated and experienced Tax Manager to join our dynamic Tax Services division at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG.The ideal candidate will have a strong background in tax strategy, compliance, and planning. As a Tax Manager, you will work closely with clients to understand their tax needs and develop effective...


  • Boca Raton, Florida, United States Insight Global Full time

    Job DescriptionAt Insight Global, we are seeking a skilled Financial Risk Management Specialist to join our team.Key Responsibilities:Analyze loan applications to assess risk exposure and support decision-making processes.Collaborate cross-functionally with various teams and stakeholders to ensure accurate and timely underwriting decisions.Evaluate...