Comprehensive Business Accounting

We are launching a premier tax and bookkeeping division purpose-built to serve physicians, medical practice employees, and high-net-worth individuals and business owners. Our model is fundamentally different from traditional tax firms: we build year-round relationships with our clients, providing proactive monthly outreach, strategic tax planning, and predictable monthly pricing — so there are no surprises at year-end.

Our clients are sophisticated, busy professionals who expect white-glove service and real guidance, not just compliance. If you are passionate about proactive advisory work and building lasting client relationships, this role was built for you.

KEY RESPONSIBILITIES

Tax Services

▸ Prepare and review federal and state individual (1040) and business (1120-S, 1065, 1120, Schedule C) tax returns

▸ Conduct proactive mid-year and quarterly tax planning sessions for each client

▸ Identify and execute tax minimization strategies (retirement contributions, entity structure, depreciation, QBI deduction, etc.)

▸ Monitor IRS and Florida DOR regulatory changes and communicate impact to clients proactively

▸ Manage estimated tax payment schedules and ensure clients avoid underpayment penalties

▸ Handle IRS/state notices and represent clients in correspondence as needed

Bookkeeping & Accounting

▸ Maintain and reconcile client accounts in QuickBooks Online and QuickBooks Desktop

▸ Prepare monthly and quarterly financial statements (P&L, balance sheet, cash flow)

▸ Categorize transactions, manage chart of accounts, and ensure clean books ready for tax planning

▸ Coordinate payroll records, contractor 1099 filings, and year-end W-2 reconciliations

▸ Set up and onboard new QuickBooks clients; troubleshoot and clean up messy books

Client Relationship & Outreach

▸ Lead monthly client touchpoints via phone, video, or in person — proactive, not reactive

▸ Translate complex tax topics into clear, actionable guidance for non-financial clients

▸ Manage your own client portfolio with high responsiveness and follow-through

▸ Collaborate with the firm principal on high-complexity physician and business owner accounts