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Tax Strategist

4 weeks ago

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

We are seeking a highly motivated Tax Strategist to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post-tax profits, and providing application support to achieve the best corporate tax practices.

About us:

Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries.

Responsibilities:

  • Review tax returns for individuals, partnerships, and corporations
  • Review tax adjustments to financial statements to prepare returns
  • Contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen
  • Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships
  • Ensure expectations are clear with the Client Ambassador on deadlines and expectations
  • Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients
  • Establish engagement project budgets and due dates
  • Completes engagements on time, on budget, with highest quality
  • Effectively handle firm administrative functions and projects as assigned by partners

Requirements:

  • Bachelor's degree in Accounting or Taxation; Master's degree in taxation is a plus
  • CPA License or eligibility to take CPA exam preferred
  • Experience using tax preparation software and applications
  • Excellent analytical and technical skills
  • Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
  • Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes
  • Ability to work on multiple projects at a given time
  • Motivated to meet client deadlines and provide superior client service
  • A team player with strong relationship skills

Benefits:

  • 401k
  • Health Insurance
  • Dental
  • Vision
  • Paid Time Off
  • Wellness Plan
  • Bonus