Senior Tax Associate - Coral Gables, FL

Coral Gables, FL

About Us

We are a CPA firm established in Coral Gables, FL. Our client base includes construction and real estate, aviation, auto dealerships, retail & wholesalers, professional services, international investors & entrepreneurs, and high net worth individuals. We are looking for an experienced senior associate who is ready to step outside of the normal accounting firm box.

Essential Duties and Responsibilities

  • Tax Preparation and Review.
  • Communicate with clients to gather tax organizers and any missing information needed to complete tax preparation.
  • Assist clients in cleaning up bookkeeping records to complete business tax returns.
  • Prepare individual income tax returns (1040) and business income tax returns (1120, 1120S, 1065, 1041).
  • Review individual and business income tax returns to ensure accuracy and compliance.
  • Mentors and supports team members to enhance performance.

 Knowledge, Skills and Abilities

  • Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines
  • Strong accounting, analytical, and research skills
  • Strong Excel skills
  • Must be willing to work extra hours during tax seasons as needed to meet tax deadlines
  • Excellent communication skills to convey technical information clearly to clients.

 Education & Experience

  • Minimum of bachelor's degree in accounting
  • Minimum 3 years of experience in the public accounting and tax industry
  • Minimum 3 years of experience preparing individual (1040) federal and state tax returns
  • Minimum 3 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns
  • EA or CPA preferred; must be willing to work towards obtaining EA or CPA status. Preferred
  • Additional certifications or coursework related to advanced tax strategies or financial management. Preferred
  • Experience with Practice CS and/or UltraTax is a plus. Preferred