Senior Tax Accountant

Are you tired of commuting every day, doing the work while the partner owns the client, and hearing "not yet" about partnership? Are you looking for a local remote role where the clients are yours, your bonus grows with what you bill, and partnership is a real goal?

If that sounds like a fit for you, this opportunity may be the opportunity you're looking for!.

Take ownership of a growing tax practice within an innovative Venice, FL wealth management firm. As they scale their holistic family office services, they need a Senior Tax Accountant to lead tax preparation and serve as the cornerstone of their expanding tax team.

• No more daily commute. This role is remote, with periodic visits to the Venice office.
• The clients are yours. You'll own each client file from the first document request to the final filing, and you'll be the one on the Zoom call walking clients through it.
• Your billing pays you back. You'll earn a transparent bonus tied to gross billing that also builds partnership points, so your income grows with your book.
• Partnership is a real goal. You'll start in core tax work and grow into financial planning and wealth advisory, on a clear path to practice leadership and partnership.
• Your work gets noticed. You'll join a close, fast-growing team where your work is visible and matters.
• Consistent year round engagements that lighten the load during busy season

• Tax season is still tax season. Expect heavy, deadline-driven hours from January to April, more office visits during peak periods, and a need to be reachable when it counts. The difference is that those hours build your own book and your path to partnership.
• Day 1 is tax prep, financial planning and wealth advisory work come over time.

• CPA or Enrolled Agent (EA) certification
• Bachelor's degree in Accounting; or related degree
• At least 1-2 years of hands-on tax preparation at a CPA practice (no maximum)
• Working knowledge of individual (1040), S-corporation (1120-S) and partnership (1065) tax law across multiple states
• Strong, professional client-facing communication, including over Zoom
• Proficiency in at least one professional tax or accounting package (Drake, CCH Pro System fx, Lacerte, Quick Books or equivalent)

• You research tax questions until you have accurate, well-supported answers
• You communicate clearly and professionally with clients, including over Zoom
• You manage a full client workload and deadlines with minimal supervision
• You know when to ask clarifying questions
• You live within 100 miles of Venice, FL (for example Sarasota, Tampa, St. Pete or Fort Myers)
• You can make periodic office visits, more of them during tax season, and be reachable during peak periods
• You're ready to hit the ground running before peak tax season

• Trust, estate or investment-related tax work,High net worth individuals or experience working with wealth advisors
• Interest in financial planning and wealth management
• Drake software experience
• Comfort with AI or a strong desire to learn tech-forward tools and workflows,

• Accuracy comes first, because errors carry financial and compliance consequences for clients
• You own your files and your deadlines without needing to be chased
• You dig into a tax question until the answer is confident and well supported
• You keep clients informed before they have to ask
• You raise issues early instead of waiting until the deadline

• Needs close, day-to-day supervision to stay on track
• Guesses at an answer instead of researching it
• Avoids client…