Senior Tax Associate

Tampa, FL Office
$65,000 – $85,000 a year
Full-time position

SCOPE

A senior tax associate is responsible for providing tax preparation, review, and tax planning. The position will also provide mentoring and work direction for team members. This is a client facing position.

RESPONSIBILITIES

Prepare personal and business tax returns
Review individual tax returns
Respond to client and firm associate requests in a timely, accurate and professional manner
Prepare and review client correspondence, letters, e-mail, etc.
Assist with training new staff
Provide work direction and mentor staff
Resolve IRS & State letters
Tax Planning for business clients
Communicate proactively with clients and other employees on important matters in a timely manner
Participate in training, continuing education, direction, motivation, and feedback with other employees
Participate in networking events and organizations
Maintain confidentiality of all customer data
Use of CRM to track all client contact and data
Resolve accounting discrepancies and irregularities
Ability to take on specific assignments and to develop in-charge abilities

REQUIRED QUALIFICATIONS

Bachelor’s Degree in Accounting
Proficient with cloud software use
Excellent communication skills
Excellent research skills

PREFERRED QUALIFICATIONS

3+ years of job-related experience
Enrolled Agent or CPA
Accounting experience working with privately held businesses
QuickBooks Online experience

BENEFITS

Accruing PTO – 2 weeks plus 10 floating holidays
401K with match up to 4%
Health Insurance
Dental and Vision
HSA
Flexible Schedule
Option to work remotely at times
Salaried Position: $65,000 – $85,000