Accountant: Tax Associate

Markham Norton Mosteller Wright & Company, P.A. (MNMW) was founded in 1979 in Fort Myers, Florida by Gail Markham. They have always been committed to the communities and the clients they have served. Over the years, we added an office in Naples, Florida while continuing to serve the entire southwest region of Florida.

Our firm was built on and remains committed to providing businesses, organizations, and individuals value-based practical solutions for tax, accounting, business advisory services, and litigation support services.

Everyone at MNMW appreciates our close relationship with our clients and works hard to earn their trust daily. We believe our team members are the best in the business and have continually provided them with ongoing professional education opportunities and the most advanced technology to allow them to perform at the highest level. We understand that our clients' economic activities in this region make our communities such a wonderful place to visit, live and raise families.

Position

The Associate, with a focus on tax, will play a pivotal role in delivering comprehensive financial services to client within our tax practice while also servicing clients with needs from MNMW's other practices. This role requires a driven professional with a passion for combining analytical abilities with strategic, common sense thinking to deliver accurate results in fast-paced, dynamic environments. The Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels.

Duties & Responsibilities

• Reviews tax information submitted by client for completeness; meets with, emails, or calls clients with questions.
• Possesses knowledge of tax regulations to answer clients' questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners.
• Prepare personal tax returns of varying complexity to show the ability to grow and expand one's technical knowledge.
• Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one's technical knowledge.
• Prepares amended and carry back returns for NOLs that are simple to moderately complex.
• Prepares personal tax projections through use of computer software and detailed client information.

• Prepares compiled financial statements, under supervision, and performs small business bookkeeping duties, as it relates to preparing a client's final year-end information for tax preparation purposes. These responsibilities would include bank reconciliations, general ledger review and maintenance, preparing adjusting journal entries and preparation of basic financial statements in QuickBooks.

• Responds to tax notices of any sort and does initial drafts of any letters required.

• Performs tax research projects requiring minimal expertise to serve client needs and to build one's technical knowledge base.

• Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099's, and payroll tax returns.

Skills & Characteristics

• Willingness to adapt to and grow inside a highly professional environment.

• Open and honest communication is essential to success.

• Possess advanced oral, written & presentation skills to communicate effectively.

• Ability to work effectively independently and as part of a team – always a "Row the Boat as a team" mentality.

• Ability to maintain the highest levels of confidentiality and act with integrity and high character.

• Strong analytical and problem-solving skills plus a willingness to develop stronger process and organizational management skills.

• Ability to handle multiple priorities and meet deadlines in a fast-paced environment.

• Commitment to flexibility in constantly changing situations & needs positively while keeping one's goals in mind.

• Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values.

• A willingness to do what it takes to be successful individually, as a practice, and as a firm.

Qualifications

• Bachelor's degree in accounting, finance, or a degree in a similar related field. Master's degree in accounting or business administration, or in the process of obtaining, is beneficial.

• Working toward or have obtained CPA certification is beneficial but not required.

• Solid understanding and a willingness to learn in the areas of business accounting and client management is required.
• Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.).
• An understanding of tax and accounting software (Thomsen-Reuters, CCH, Intuit, etc) is beneficial, but not required.

Schedule

• Normal Office Hours: Monday thru Friday, 800A – 500P
• This position is an associate -level position within the tax practice and the weekly investment of hours will be 40-50 hours depending on the needs of the firm during a particular week. During annual tax season, there may be a need for additional work hours.
• Hybrid work opportunities available with approval of practice leader.
• This position may require some local travel, and travel to national or regional conferences may be required, but on a limited basis.
• Position is based in either the Fort Myers, FL or Naples, FL office. Remote opportunities are available if the candidate has at least 3 years of experience in a fully remote position.