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Tax Prep Assistant Jobs in Florida (NOW HIRING)

Senior Tax Associate

Fort Myers, FL ยท On-site

$80K - $110K/yr

... tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts -Oversee multiple tax engagements and help assist the ...

Senior Tax Associate

Fort Myers, FL ยท On-site

$80K - $110K/yr

... tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts -Oversee multiple tax engagements and help assist the ...

Tax Senior Associate

Tampa, FL ยท On-site

$80K - $130K/yr

... tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts -Oversee multiple tax engagements and help assist the ...

Tax Senior Associate

Tampa, FL ยท On-site

$85K - $125K/yr

... tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts -Oversee multiple tax engagements and help assist the ...

Experienced Tax Associate

Orlando, FL ยท On-site

$54K - $72K/yr

... * Assist with tax planning and research for a variety of clients and industries * Review client ... Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.) * Detail-oriented ...

Experienced Tax Associate

Miami, FL ยท On-site

$56K - $74K/yr

... * Assist with tax planning and research for a variety of clients and industries * Review client ... Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.) * Detail-oriented ...

Experienced Tax Associate

Tampa, FL ยท On-site

$55K - $73K/yr

... * Assist with tax planning and research for a variety of clients and industries * Review client ... Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.) * Detail-oriented ...

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Tax Prep Assistant information

What is a tax prep assistant?

Tax prep assistants are professionals who support tax preparers or accountants in preparing and filing tax returns. They help gather client information, organize financial documents, input data into tax software, and ensure all necessary forms are completed accurately. Their role is essential for improving workflow efficiency during tax season, although they typically do not provide tax advice or sign off on completed returns. With attention to detail and strong organizational skills, tax prep assistants help ensure a smooth and accurate tax preparation process.

What are the key skills and qualifications needed to thrive as a tax prep assistant?

To thrive as a Tax Prep Assistant, you need a solid understanding of basic accounting principles, tax regulations, and attention to detail, typically supported by a relevant associate degree or coursework in accounting or finance. Familiarity with tax preparation software such as TurboTax, QuickBooks, or IRS e-filing systems is often required. Strong organizational skills, clear communication, and discretion when handling sensitive client information are valuable soft skills for this role. These competencies ensure accurate tax document preparation, compliance with regulations, and trustworthy client service during tax season.

What are some common challenges faced by tax prep assistants during tax season, and how can they effectively manage their workload?

Tax Prep Assistants often experience a significant increase in workload and tight deadlines during tax season, which can be challenging to manage. Staying organized, prioritizing tasks, and maintaining clear communication with tax preparers and clients are essential strategies for handling these pressures. Additionally, being familiar with tax software and regularly updating one's knowledge of tax regulations can help streamline processes and reduce errors. Collaborating closely with team members and seeking guidance when needed also ensures a smoother workflow and better client service.

What is the difference between Tax Prep Assistant vs Tax Preparer?

AspectTax Prep AssistantTax Preparer
CredentialsNone required or basic certificationOften requires PTIN, some certifications preferred
Work EnvironmentSupport staff in tax firms or officesPrepare and file taxes directly for clients
ResponsibilitiesAssist with data entry, document collectionComplete tax returns, advise clients

Tax Prep Assistants typically support tax preparers by handling administrative tasks and data entry, while Tax Preparers directly prepare and file tax returns for clients. The roles often overlap in work environment and credentials, but Tax Preparers have more direct responsibility for tax filing and client interaction.

What are the most commonly searched types of Tax Prep jobs in Florida?

The most popular types of Tax Prep jobs in Florida are:

What are popular job titles related to Tax Prep Assistant jobs in Florida?

For Tax Prep Assistant jobs in Florida, the most frequently searched job titles are:

What cities in Florida are hiring for Tax Prep Assistant jobs?

Cities in Florida with the most Tax Prep Assistant job openings:

Infographic showing various Tax Prep Assistant job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Tax Senior Associate- Businesses, Private Client services (Maitland Area Firm)

Caliber Recruiting Group

Maitland, FL โ€ข On-site

$90K - $120K/yr

Full-time

Medical, Dental, Retirement

Re-posted 23 days ago


Job description

We have partnered with a boutique-style and family operated accounting and advisory firm in the Maitland, / North Orlando FL area.


This is a firm that truly values work life balance, puts employees first, and doesn#39;t micro manage hours like some firms. The partners are looking for a Tax Senior Associate / Tax Senior soon, and that handle a variety of tax prep and review for a variety of local area businesses, LLCs, Partnerships, Corporations, and other business and pass through entities.

Pay and Benefits:

  • Pay: $90,000- $120,000 (could be more commensurate with experience)
  • Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships.
  • Enter this information into a variety of prep software programs like CCH, Pro System, and Ultra Tax
  • Ensure all business tax returns are filed in accordance with Firm guidelines as well as ensuring federal regulations are met
  • Work with the IRS at times for any resolutions needed
  • Work well with the partners for any tax work needed and assist any junior staff on their prep and review


What you#39;ll Have:

  • Bachelors degree in accounting, finance, stats, ( business administration or related field is also ok depending on overall experience).
  • CPA eligible, CPA license currently, or in progress is ideal, EA is also a plus. or working to obtain the EA
  • 3-5 years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and VIP clients
  • Very proficient with various tax software programs, Thompson Reuters, Pro System, CCH, other tax software
  • Understanding of tax laws and ability to be in a fast paced tax environment to get work done efficiently

Job amp; Benefit Details:

  • Full time Monday through Friday
  • Hours capped in busy season unlike a lot of firms where you may work 70-80 hours a week
  • Health Insurance is Employer subsidized
  • Tuition reimbursement for CPA licensure, EA courses, or other continuing Ed.
  • Flexible work environment
  • Dental Plan
  • 401k
  • Quick promotion potential

If this sounds like a good fit, please apply today! hire@caliberrecruit.com