Description

About our firm

We are a small, family-owned firm that emphasizes personalized client service and fosters a close-knit, supportive team environment. We value our employees and offer a competitive and comprehensive benefits package to support your well-being.

The opportunity

We are seeking an experienced Tax Professional and Accountant to join our team. This role involves preparing a variety of tax returns and performing general accounting tasks for our clients. A key responsibility will be conducting in-person interviews to build strong, long-term relationships with clients.

Key responsibilities

• Prepare and file tax returns for individuals, including rentals, small businesses, and stock sales.
• Prepare and review returns for various business entities, including S Corporations, C Corporations, Partnerships, and not-for-profits.
• Conduct face-to-face client interviews to gather information, answer questions, and provide exceptional service.
• Handle accounting duties, including QBO, payroll, and Florida sales tax filings.
• Respond to IRS and state correspondence.

Qualifications

• Experience: A minimum of five years of experience in corporate and individual tax preparation is required.
• Enrolled Agent: An active Enrolled Agent (EA) designation is preferred to facilitate easier communication with the IRS.
• Communication Skills: Strong interpersonal skills are essential, with a proven ability to conduct in-person client interviews effectively.
• Technical Skills: Proficiency in standard tax and accounting software is needed.
• Commitment: The ideal candidate is self-motivated, detail-oriented, and dependable.

Compensation and benefits

• Competitive salary, commensurate with experience.
• Two annual bonuses.
• Overtime pay.
• Sick leave.
• Paid holidays and vacation days.
• SIMPLE plan with matching contributions.
• AFLAC benefits.
• Health insurance.

Salary/Compensation: $60,000 - $80,000 per year