Tax Associate Tax Manager CPA Wealth Advisory Firm

If you are at an accounting firm right now, maybe its a top firm, maybe a top 25 firm that is stressing you out- maybe it's time to take a look at other options. Our team has been engaged by a locally based CPA / wealth management / client advisory firm in the beautiful city of Coral Gables, Fl.

This niche and privately held CPA firm is one that values their employees above all else. They appreciate teamwork and making sure both their work environment and their high value clients they take care of receive top priority.

This niche CPA firm, where we have been retained by the managing partners, is looking for someone that will play a key role in business entity tax return quality, providing a high level of client communication, and ensuring the junior staff operates efficiently. If interested, contact us today. Feel free to reach Andrew right away about this role at

• Real work life balance where team members can work on their clients without a tracked sheet or worrying about billable hours
• 2 Weeks PTO, with additional flex time during several months of the year
• Employer paid Healthcare insurance (employer paid percentage)
• Life Insurance employer paid
• Dental Insurance
• Vision Insurance
• Full time salary with bonus potential annually
• Tuition assistance for CPA hours or coursework needed tor CPA license
• Flexible work environment
• Salary could be negotiated for the right candidate and skill set

• Skilled at understanding tax implications of various entities
• Prep and review federal and state income tax returns for individuals, C-Corps, S-Corps, estates, and trusts
• Assist with client needs for tax prep, reviews, and software filings
• Fix and adjust any issues with tax returns to ensure proper compliance with federal and state guidelines
• Help junior staff in prep and review of tax returns
• Assist senior managers in complex returns, and entities
• Work with IRS at times to ensure proper compliance and regulations are followed
• Keep current with continuous learning for tax code and federal changes

• BS / BA / BBA In accounting, or equivalent field, (economics, finance, business)
• 2-4 years of public accounting experience in a medium or a large scale firm performing tax work for various entities
• CPA license preferred, (or at least in progress with education requirement and planning to attain CPA in the near future)
• Great understanding of federal tax laws as they apply to partnerships, trusts, corporations, individuals, and high net worth clients
• Experience with various tax software like Ultra Tax, Pro System, or any other major tax software platform
• Ability to be accurate and efficient processing, prepping and reviewing a high volume of returns at times
• Desire to continue to learn and build on tax
• Schedule
  - Monday through Friday
• Hybrid schedule a possibility for the right person