We are looking for an experienced Senior Tax Associate to join a small independent public accounting team in South Florida. This role is ideal for a CPA who is confident managing a broad range of compliance and client service responsibilities in a dynamic environment. The position offers the opportunity to contribute across tax preparation, financial reporting, and advisory support while working directly with individuals and businesses.
Responsibilities:
• Prepare and review tax filings for individuals, corporations, partnerships, and trusts, including required foreign account reporting forms.
• Advise self-employed clients and business owners on practical tax planning strategies that support informed financial decisions.
• Complete quarterly and annual payroll tax filings accurately and within established deadlines.
• Oversee the timely preparation of recurring sales tax submissions on a monthly and quarterly basis.
• Record adjusting journal entries and assist with the assembly of year-end financial statements for client accounts.
• Support clients with QuickBooks-related needs, including account cleanup and improvement of financial report accuracy.
• Serve as a point of contact with federal and state tax authorities to address notices, inquiries, and compliance matters.
• Collaborate with clients and internal stakeholders to maintain organized records and ensure high-quality deliverables across engagements.
• At least 5 years of public accounting experience with hands-on exposure to tax preparation and client service.
• Bachelor’s degree in Accounting or a closely related field.
• Active CPA license is required.
• Demonstrated experience preparing individual and business tax returns, along with strong overall tax compliance knowledge.
• Proficiency with QuickBooks and Microsoft Office applications, including Word and Excel.
• Familiarity with tax software such as CCH ProSystem fx, CCH ProSystem, UltraTax, or similar platforms.
• Strong analytical ability, sound judgment, and careful attention to detail.
• Effective written and verbal communication skills, with the ability to manage multiple priorities in a fast-paced setting.