Accounting & Tax Manager – In-Person | Vero , FL | No Tax Season Burnout

Overview

Are you an experienced accountant tired of the fire-drill culture in public accounting? Want to grow, make an impact, and still get home for dinner? Join us at Level Accounting & Advisory in Vero Beach, FL.

We’re not your typical accounting firm. At Level, we build deep client relationships, work on meaningful accounting and tax strategies year-round, and actually like our clients and our team. We’re hiring an Accounting & Tax Manager (ATM) to manage a section of our business clients and support our accounting team with process excellence and collaborative energy.

This is a full-time, in-person position with a stable, process-driven, people-first team.

• Supervise the monthly accounting and tax process for a portfolio of small business clients
• Provide real-time planning, proactive insights, and practical financial guidance
• Review tax returns (1040, 1065, 1120) and manage workload throughout the year
• Support and collaborate with staff accountants to ensure accuracy and consistency
• Conduct quarterly client meetings, provide Loom video tax summaries, and build strong client relationships
• Ensure timely delivery of tax projections, estimates, and financial reports

• A CPA or EA with 5+ years of experience in accounting and tax
• Have strong experience preparing and reviewing both business and personal tax returns
• Are confident, friendly, and passionate about helping small businesses thrive
• Enjoy collaborating with a team and sharing your knowledge
• Excel in a structured, system-based environment
• Are tech-savvy and comfortable using Quick Books, Gusto, Loom, Bamboo
  
  HR, and other tools

• No crazy overtime or tax crunch chaos
• Competitive salary + production-based incentives
• Proven processes and systems that support success
• In-office role with a healthy work-life balance
• A positive team culture that values respect, fun, and growth
• Clients who appreciate your expertise and the value you bring

In-person at our office in Vero Beach, Florida. We have clients in Indian River County, Florida, and in 33 states.

• $70,000 – $115,000 base + production-based incentives
• Health, dental, and vision insurance
• 3% retirement match
• Paid holidays + generous PTO
• Growth opportunities and continuous learning

• Have experience working with trade-related small businesses (e.g., construction, landscaping, HVAC)
• Know how to host strategic planning conversations with clients
• Enjoy building client relationships, not just preparing returns

We’ve made the process quick and easy. Just apply online using the link provided.

At Level Accounting & Advisory, we help small businesses win—and we make sure our people win too. Apply now and make your work matter.