Boutique accounting firm that has been consistently ranked by the publication "Inside Public Accounting" as being among the Top 200 Firms in the country

Ideal Candidate Profile:

• Bachelor's degree in accounting
• CPA license, JD, or a Master of Science in Taxation preferred
• 3-7 years of prior experience working in the tax department of a public accounting firm, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge
• Excellent analytical and technical tax skill
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment 
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management

Responsibilities:

• Prepare and review complex gift, estate, and fiduciary income tax returns, including related schedules and forms
• Preparation and review of fiduciary accountings for estates and trusts. This position offers opportunity for advancement while providing an opportunity for you to demonstrate your expertise in tax research, tax planning, preparation of complex 1040, 1041, 706, and 709 return
• Provide tax planning and consulting to our firm’s high-net-worth clients for estate and individual income taxes
• Research and consult on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation-skipping tax issues
• Identify additional estate and income tax planning opportunities for clients
• Manage, coach, and mentor staff
• Researching and drafting memorandum involving complex tax matters
• Identifying and implementing tax planning opportunities 
• Overseeing complete tax research projects for a variety of clients and diverse industries 
• Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
• Conducting constructive discussions with team members on their evaluations and providing counsel accordingly 
• Serving in professional development programs as an instructor or discussion leader

Ideal Candidate Profile:

• Comprehensive knowledge of tax issues, especially in the areas of tax compliance and consulting services tailored to clients with the goal of tax efficiency
• Considerable knowledge of Generally Accepted Accounting Principles in the United States (U.S. GAAP) and broad range of tax matters in various industries
• Demonstrates thorough technical skills with applicable tax laws and accounting standards in researching, completing, and reviewing works
• Ability to problem solve and think creatively and logically
• Excellent analytical, organization, written, and verbal communications skills.
• Proficiency in ProSystems, Excel, and paperless environment
• 2-6 plus years of prior public accounting experience with strong tax preparation skills (1040’s, 1065’s and 1120’s)
• Bachelor's or master’s degree in accounting or tax
• Certified Public Accountant license preferred (or CPA candidate with an action plan to pass CPA exam)

Responsibilities:

• Assist in advising clients on a full spectrum of tax services, including planning, research, and compliance
• Work as part of a multi-disciplinary team helping to provide industry knowledge and experience to clients
• Prepare tax returns for a variety of clients, including corporations, S corporations, partnerships, and individuals
• Initiate and develop relationships with appropriate levels of client’s management team to ensure complete client satisfaction through open communication, managing and meeting deadlines
• Maintain active communication with tax team to manage expectations, ensure client satisfaction and meet all deadlines
• Attend professional development and continuing education sessions on a regular basis
• Other related duties as assigned

Amazing, well-established firm is seeking out a Senior Audit Manager SEC for Partnership opportunity within 1-2 years, (195K starting up to 500K plus) in the Dallas, TX area. This firm is willing to relocate the right person. Two partners are retiring. This firm specializes in Audit.

Responsibilities:

• Manage and supervise the execution of external audit engagements of various clients, including Securities and Exchange Commission (SEC) registrants in accordance with relevant regulatory and professional auditing and assurance standards
• Maintain a working knowledge of and research findings regarding accounting literature trends and technical issues relevant to the client's industry
• Oversee engagement management including managing the budget, resourcing, strategy billing and collections and progress against the plan's timeline and milestones
• Set the culture for the engagement team and mentor members in their career development
• Build and manage client relationships and accounts driving the client experience and expanding the client base by identifying and growing current client portfolio

Qualifications:

• Minimum of seven years of current and/or recent financial statement audit experience within a public accounting firm with demonstrated supervisory experience
• Bachelor's degree from an accredited university & licensed CPA
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) U.S. Generally Accepted Auditing Standards (GAAS) and Public Company Oversight Board (PCAOB) Auditing Standards
• Proven ability to grow client portfolio and meet challenging client requirements while providing exceptional service
• Adhere to the firm's values and code of conduct
• Ability and willingness to travel as needed

Why should you apply?

• Partnership opportunity without having to build the business within 1-2 years, 195K starting up to 500K plus once partner. Located in Beautiful Dallas, TX area. This firm is willing to relocate the right person. Two partners are retiring. This firm specializes in Audit.

Ideal Candidate Profile:

• 10-14 years of recent tax experience in a CPA firm
• CPA license required
• Experience preparing tax returns including individuals, trusts, partnerships, and S corporations
• Highly motivated to learn and produce quality work
• Able to prioritize and handle multiple tasks simultaneously with little direction
• Exceptional written and oral communication skills with coworkers and clients
• Works effectively with team members
• Able to build strong client relationships by responding quickly and providing knowledgeable, concise communication to the client
• Experience providing mentorship to entry-level staff
• Tax return review experience

Responsibilities:

• Works with the tax team to prepare complex business and individual tax returns
• Provides timely, high-quality client service that meets or exceeds client expectations
• Handles routine client tax questions, and works with clients to obtain the information to prepare complete and accurate returns
• Alerts partners of any tax compliance issues in a timely manner
• Completes research and special projects as needed
• Stays informed of tax law changes and news

Why should you apply?

• Remote/Hybrid with flexible schedule
• Competitive pay and benefits, Friendly work environment
• Reasonable work/life balance and opportunities for growth and development

Orlando, Florida

Ideal Candidate Profile:

• 5-8 years of recent tax experience in a CPA firm
• CPA license preferred. Should be working towards 5th year or master’s degree and licensure
• Experience preparing tax returns including individuals, trusts, partnerships, and S corporations
• Highly motivated to learn and produce quality work
• Able to prioritize and handle multiple tasks simultaneously with little direction
• Exceptional written and oral communication skills with coworkers and clients
• Works effectively with team members
• Able to build strong client relationships by responding quickly and providing knowledgeable, concise communication to the client
• Experience providing mentorship to entry-level staff
• Tax return review experience a plus

Responsibilities:

• Works with the tax team to prepare complex business and individual tax returns
• Performs the initial review of individual and business returns prepared by entry-level staff
• Provides timely, high-quality client service that meets or exceeds client expectations
• Handles routine client tax questions, and works with clients to obtain the information to prepare complete and accurate returns
• Alerts senior manager and partner of any tax compliance issues in a timely manner
• Completes research and special projects as needed
• Stays informed of tax law changes and news

Why Should you Apply?

• Remote/Hybrid with flexible schedule
• Competitive pay and benefits, Friendly work environment
• Reasonable work/life balance and opportunities for growth and development.

Ideal Candidate Profile:

• 1 – 2 years of recent audit experience in a CPA firm
• Should be working towards 5th year or master’s degree and licensure (CPA)
• Highly motivated to learn and produce quality work
• Able to prioritize and handle multiple tasks simultaneously with direction
• Exceptional written and oral communication skills with coworkers and clients
• Governmental experience a plus

Responsibilities:

• Perform independently on less complex engagements, including planning, fieldwork, drafting financial statements, and wrap up
• Works effectively with team members. Keep superiors (supervisor/Manager/Director/Partner) informed of work status
• Able to build strong client relationships by responding quickly and providing knowledgeable, concise communication to the client
• Experience providing mentorship to entry-level staff
• Communicate directions and deadlines to those you are supervising.
• Demonstrate an ability to conduct research

Why Should You Apply?

• Flexible schedule and remote/hybrid
• Competitive pay and benefits
• Friendly work environment
• Reasonable work/life balance
• Opportunities for growth and development

Ideal Candidate Profile:

• 2 – 4 years of recent audit experience in a CPA firm
• CPA license preferred. Should be working towards 5th year or master’s degree and licensure
• Highly motivated to learn and produce quality work
• Able to prioritize and handle multiple tasks simultaneously with direction
• Exceptional written and oral communication skills with coworkers and clients
• Governmental experience a plus