Venice Cpa Firm

Our firm has been serving the southwest Florida community for over 60 years. We are seeking an experienced Senior Auditor & Accountant to join our team! The candidate is required to have a Florida CPA license and ideally have 10 or more years of experience in audit and public accounting.

Note: When submitting your resume, please include a cover letter with your availability, salary requirements, and 3 business/professional recommendations (1 from a past employer).

Job Description:

In this position, you will primarily be preparing and conducting Audits/Reviews/Compilations, with some tax return preparation, and client write-up accounting. You will need to collaborate and communicate with employees and clients to ensure the accuracy of financial transactions. This position requires interacting and assisting clients through tax planning, consulting, and regulatory tax compliance for complex returns. Confidentiality, excellent organizational skills, and accuracy are important qualifications for this position, as well as good client relations and the ability to communicate clearly.
Duties:

· Conduct external reviews and audits of client records.

· Prepare tax returns for individuals and organizations, research tax questions, offer suggestions for tax planning, and study tax law for potential tax savings.

· Determine tax liability by interpreting tax regulations; computing taxes; completing tax returns.

· Examining and discussing tax consequences of various financial options; recommending optimal course of action. Recommends strategies to minimize tax liability by studying tax regulations, searching out and evaluating tax options. Ability to support tax stance with multiple sources of research.

· Prepare federal, state, and local tax returns by collecting, analyzing, and formatting financial information from clients.

· Complies with federal, state, and local tax requirements by studying existing regulations; enforcing adherence to requirements; advising management on needed actions; filing required financial and related information.

· Maintains knowledge of tax requirements by studying new tax regulations and directives; obtaining tax opinions and interpretations; attending tax seminars; studying proposed tax legislation.

· Reconcile and Prepare special tax reports by collecting and analyzing financial and related information.

· Maintains customer confidence and protects operations by keeping tax information confidential.

· Contributes to team effort by accomplishing related tasks as needed.

· Maintain required CPE for a Florida CPA.

Skills/Qualifications:

· Required: 5-10 Years of Public Accounting & Auditing Experience

· Preferred: Additional 5+ Years of Public Accounting with Non-Profit sector and Home Owner Association experience.

· Preferred: Additional 5+ Years experience in preparing personal and business tax returns.

· Required: An active Florida CPA license in good standing with the AICPA

· Education: BA in Accounting or MA in Taxation and current audit standards/guidelines

· Strong working knowledge of complex tax laws. Strong leadership & personal management skills. Excellent knowledge of Tax Preparation, Accounting, Reporting Skills, Forecasting, Financial Planning and Strategy, Analyzing Information, Research Skills, Legal Compliance, Objectivity, Thoroughness, Results Driven. Group communication working well with others, open to constructive feedback and new processes. Analytical skills and detail oriented, deadline oriented. Work closely with a team of other tax professionals.

· Business Casual Attire, Professional language, Well-Organized, Strong customer service skills.

· Software: Lacerte Tax, QuickBooks, CCH Practice Management for Time Entry, Microsoft Office.

Availability

• Weekdays; Monday - Friday; 9am to 5pm
• Required: Tax Season with increased hours (January – April 15th, and September – October 15th)

Compensation

• Full-time, 40 hours per week, 2200 hours per year, compensation is commiserate with experience.
• Competitive benefits package including 25 days of paid time off, medical insurance, life insurance, long-term disability, and a retirement plan (SIMPLE) with up to a 3% company match.