Senior Tax Associate

Is your current firm causing a lot of stress constantly tracking your time sheets, billable hours, or utilization metrics?

This could be an opportunity worth looking into as our team has partnered with an employee focused accounting firm in the Ft. Meyers FL area.

This locally based CPA firm performs wealth management (estate), business advisory services, tax, and assurance management.

The firm is a forward-thinking accounting firm that wants their teams to grow, has weekly hours capped, and has a generous PTO policy. Path to partner is a clear track

If a family oriented CPA firm and working on a team with some amazing local area clients interests you, please apply today so we can schedule a call together.

• $80,000 - $110,000 per year depending on experience and credentials
• PTO, Vision, Dental, Employer paid Health Insurance
• Life Insurance
• Providing 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 junior staff
• Complete all work and engagements according to the specified deadlines and in accordance with firm rules
• Create and foster client relationships for the firm

• B.S. / B.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus
• CPA or EA is a big plus and would assist a fast track to higher paying manager role
• 3 or more years of tax experience working with multiple business entities, and the ability to prep and review various returns efficiently
• Experience with multiple accounting software programs including CCH Pro System FX (and or other comparable accounting software).
• Great communicator with a teamwork oriented mindset and personal skills to lead teams as well as coach other staff members