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
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.
