Job Title: Senior Tax Associate
Location: Fort Lauderdale, FL AND West Palm Beach, FL
Salary: $80,000 - $120,000+ (DOE)
About Us: We are an elite and rapidly expanding local CPA firm dedicated to providing exceptional audit and tax services. With vibrant offices in Fort Lauderdale and West Palm Beach, we pride ourselves on fostering a culture of growth, collaboration, and opportunity for our team members. We believe in empowering our professionals and offer a dynamic environment where your skills will be valued and developed. We embrace a hybrid work model, typically involving 3 to 4 days in-office, to support work-life balance while maintaining strong team cohesion and client service excellence.
Position Overview: We are looking for dedicated and skilled Senior Tax Associates to become integral members of our dynamic tax practice across our Fort Lauderdale and West Palm Beach locations. This advanced role is a fantastic opportunity for professionals with significant client-facing experience to leverage their comprehensive accounting expertise. You will be at the forefront of our tax engagements, responsible for sophisticated tax preparation and review, in-depth tax research, and collaborative problem-solving with our Partners, Managers, and diverse clientele. This is your chance to make a significant impact within a respected and growing firm.
Key Responsibilities:
- Oversee and execute the preparation and meticulous review of a variety of federal and multi-state tax returns, ensuring accuracy and compliance.
- Conduct thorough tax research and analysis on complex tax issues, providing insightful recommendations and developing effective strategies.
- Collaborate closely with firm leadership (Partners and Managers) and clients to address tax-related matters and contribute to strategic tax planning initiatives.
- Proactively manage engagement workflows and timelines, working directly with Partners on approximately half of your engagements and with Tax Managers on the remainder, ensuring seamless service delivery.
- Apply a comprehensive understanding of current tax laws, practices, and procedures to all assigned projects and client interactions.
- Exhibit strong interpersonal abilities and contribute to a positive team environment, with the potential to guide and mentor junior team members.
- Consult effectively with senior leadership to navigate and resolve challenging compliance, technical, and consulting issues.
- Commit to extended hours as needed during peak tax seasons to meet client needs and firm deadlines, demonstrating dedication and professionalism.
Required Qualifications:
- A Bachelor's degree in Accounting from an accredited institution.
- A minimum of 2-5 years of relevant experience within a public accounting environment, focused on taxation.
- If not already a CPA, must be actively pursuing CPA licensure with demonstrated progress.
- High proficiency in the Microsoft Office Suite (Word, Excel, Outlook).
- Hands-on experience with professional tax software solutions such as CCH Axcess (or ProSystem fx) Tax, Engagement, and Fixed Asset systems.
- Solid experience and understanding of multi-state tax compliance and regulations.
- Proven ability to build and maintain strong, professional client relationships.
- Excellent written and verbal communication skills, coupled with effective and efficient tax research capabilities.
- Keen analytical abilities, strong problem-solving skills, and meticulous attention to detail.
- In-depth, senior-level knowledge of tax laws and regulations pertaining to Partnerships (Form 1065), S Corporations (Form 1120S), and High Net Worth Individuals (Form 1040).
- A consistently positive outlook, a proactive work ethic, and a team-oriented approach are essential attributes for success in our firm.
Preferred Qualifications:
- A Master's degree in Taxation (MST) or an LL.M. in Taxation.
- Previous experience in a Big 4 or large regional public accounting firm setting.
- Working familiarity with tax laws and compliance concerning Trusts (Form 1041), Gifts (Form 709), Estates (Form 706), and C Corporations (Form 1120).
- Demonstrated experience in identifying and assisting with the implementation of value-added tax planning and tax savings strategies for clients.
- Knowledge of accounting for income taxes under ASC 740 and ASC 740-10.
- Prior experience in supervising, training, or mentoring junior staff members.
- Competency in client billing processes and general administrative functions.
What's in it for You:
- A competitive salary package and a comprehensive benefits plan, commensurate with your experience and qualifications.
- The chance to join a prestigious and growing local CPA firm with significant career advancement pathways and learning opportunities.
- Direct exposure to, and mentorship from, our experienced firm Partners and Managers.
- A supportive, engaging, and collaborative hybrid work environment (3-4 days in-office) that respects your work-life integration.
- Engagement with a diverse and interesting client portfolio, offering a broad range of challenging and rewarding work.
- Opportunities to develop your leadership skills and make a tangible contribution to our team's growth and success.
- A culture that genuinely values a positive attitude, professional dedication, and commitment to excellence.
If you are a motivated Senior Tax Associate ready to elevate your career and contribute to a leading local firm, we enthusiastically encourage you to apply. We look forward to hearing from professionals who are eager to grow with us!
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Email me to apply for this position
