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We are looking for a tax specialist to join a public accounting team in Florida. This position is well suited for someone who has hands-on experience preparing returns, values strong client relationships, and takes pride in delivering accurate, timely work. The role offers close collaboration with firm leadership, exposure to a varied client portfolio, and the chance to build a long-term career in a supportive services environment.
Job Responsibility
Prepare tax filings for individuals, corporations, partnerships, trusts, and high-net-worth clients with a strong focus on accuracy and completeness
Serve as a primary point of contact for clients by requesting documentation, answering tax-related questions, and following up on outstanding items
Respond to tax authority notices and assist with written and verbal communications on behalf of clients when issues arise
Organize and maintain client tax records, workpapers, and supporting documentation to keep engagements current and audit-ready
Partner with firm leadership to address client needs, resolve tax matters, and support planning around ongoing engagements
Build strong client relationships through timely, clear communication and dependable follow-through on deliverables
Use tax preparation and accounting software to complete returns efficiently and manage client information accurately
Take ownership of assigned engagements from initial document collection through final delivery while meeting established deadlines
Requirements
Bachelor’s degree required
CPA is required
Prior experience preparing tax returns in a public accounting or client-focused services setting is required
Working knowledge of individual, corporate, partnership, trust, or high-net-worth tax engagements is preferred
Comfort interacting directly with clients in a detail-oriented, service-oriented manner is strongly preferred
Experience handling tax notices and communicating with taxing authorities is a plus
Proficiency with tools such as UltraTax, QuickBooks, and Excel is preferred
Strong organizational skills, clear communication, and the ability to work independently while contributing to a team are essential
Nice to have
Working knowledge of individual, corporate, partnership, trust, or high-net-worth tax engagements
Comfort interacting directly with clients in a detail-oriented, service-oriented manner
Experience handling tax notices and communicating with taxing authorities
Proficiency with tools such as UltraTax, QuickBooks, and Excel