Tax Associate

Are you highly motivated, driven, and entrepreneurial? With over 26 years of dedicated service, our firm is proud to be a staple within the Tampa Bay community. As we pivot from traditional tax compliance to a model where we serve as year-round trusted advisors, we are seeking a detail-oriented Senior Tax Associate to help lead this transformation.

The Opportunity: Our firm is transitioning from a traditional focus on tax compliance to proactive, comprehensive advisory services. We believe in providing consistent, high-quality strategic guidance to our clients, making tax compliance a byproduct of our deeper engagement rather than the entirety of our interaction.

Who We Are Looking For: We seek a forward-thinking professional who aspires to go beyond back-office compliance and become a trusted business advisor. This role is not only about maintaining our high standards in tax services but also about expanding into regular, proactive business consulting to help our clients thrive.

Key Responsibilities:

• Prepare federal and state income tax returns, ensuring top-quality compliance.
• Conduct in-depth federal and state tax research and proactive tax planning.
• Prepare and analyze quarterly and year-end financial projections for clients.
• Support management with capacity planning for yourself.
• Assist in managing client expectations and be responsive to their communications/emails (24-48 hour turnaround time) and ensure all client deliverables are timely met.

Desired Skills and Experience:

• Bachelor's or master’s in accounting from an accredited college or university.
• 1 years of experience in business and individual income tax preparation (1120, 1120S, 1065, 1040) preferred, but not required. Our firm is ready to train motivated professionals.
• Desire to transition into a future consultative role with the opportunity to take on management responsibilities.
• Ability to manage multiple projects and deadlines.
• CPA or EA certification preferred, but not required.

Benefits:

• Hybrid work schedule.
• Competitive Paid Time Off (PTO).
• Fully paid medical/health insurance.
• Paid firm holidays.
• Retirement match.
• Bonus eligible.
• Profit share eligible.

Join Us:

If you are ready to redefine your career as part of a firm that’s redefining tax service, we want to meet you. Apply today to become a key player in our transformation into a year-round advisory firm, helping our clients not just survive, but thrive.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid time off
• Profit sharing
• Work from home

Experience level:

• 1 year
• No experience needed
• Under 1 year

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Ability to Relocate:

• Saint Petersburg, FL 33713: Relocate before starting work (Required)

Work Location: Hybrid remote in Saint Petersburg, FL 33713