Tax Professional CPA Office

Job Description

Date posted: December 10, 2025

Pay: $22.00 - $30.00 per hour

Tax Professional — Local CPA Firm (Ocala, FL)
Location: Ocala, FL (On-site)
Job Type: Full-time

A CPA license is not required
, but relevant tax and public accounting experience is essential
. If you’re detail‑oriented, deadline‑driven, and enjoy working directly with clients, we’d love to speak with you.

• Prepare and review federal and Florida filings, including individual (1040), corporate (1120/1120‑S), partnership (1065), trust/estate (1041), and non‑profit (990) returns.
• Perform tax planning and projections for individuals and closely held businesses; identify savings opportunities and risks.
• Handle SALT compliance (multi‑state returns as needed),
  sales & use tax
  , payroll tax filings, and information returns (1099s, W‑2s).
• Research tax issues; draft clear, client‑ready memos summarizing conclusions and recommendations.
• Respond to and resolve IRS and Florida Department of Revenue notices; support clients through exams and correspondence.
• Prepare and/or review work papers
  , trial balances, and adjusting journal entries
  ; collaborate with bookkeeping and assurance teams on year‑end close.
• Manage multiple engagements simultaneously; maintain organized work papers
  , meet filing deadlines, and uphold firm quality standards.
• Communicate proactively with clients—provide status updates, request documents, and deliver results on time.
• Contribute to process improvements
  , template development, and workflow best practices during and after busy season.

• 2–5+ years of recent public accounting tax experience (firm or multi‑client environment).
• Bachelor’s in Accounting
  , Finance
  , or equivalent practical experience.
• Strong working knowledge of individual and pass‑through taxation
  ; familiarity with Florida corporate tax concepts.
• Proficiency with tax preparation software (e.g., Drake, Lacerte, Ultra Tax, Pro System fx, Pro Connect) and Quick Books
  ; strong Excel skills.
• Excellent attention to detail, time management, and written/verbal communication.
• Ability to prioritize and meet statutory deadlines
  ; comfortable with increased workload during busy season.
• CPA or EA a plus (not required). Representation credentials (EA/CPA) helpful for notices and exams.

• Full‑time, Monday–Friday.
• Busy season: Extended hours may be required (January–April) with flexibility the remainder of the year.
• On‑site in Ocala, FL

• Competitive salary commensurate with experience.
• Performance bonus potential.
• Benefits: Medical/Dental/Vision,
  401(k) with match,
  PTO and paid holidays, paid continuing education/CPE, professional dues, and exam support if pursuing EA/CPA.

• Collaborative, client‑first culture with access to diverse engagements.
• Clear pathways for career growth and expanding responsibilities.
• Modern tools, standardized work papers, and supportive leadership.