Senior Tax Associate

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Annual Salary + Bonus: $90,000 - $120,000

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.

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.

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.

• Conduct first level technical reviews of tax returns and work papers for individuals, partnerships, s‑corporations, trusts, and corporations, ensuring completeness and accuracy.
• 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.
• Prepare federal and state income tax returns, ensuring top‑quality compliance as part of broader business insights.
• Mentor and lead tax staff in both compliance and advisory capacities.
• Conduct in‑depth federal and state tax research and proactive tax planning and offer solutions.
• Prepare and analyze quarterly and year‑end financial projections for clients.
• Support management with capacity planning for yourself and associates you are responsible for.

• Bachelor's or master’s in accounting from an accredited college or university.
• CPA or EA certification preferred.
• Minimum 2 years of relevant experience in business and individual income tax preparation/review (1120, 1120S, 1065, 1040).
• Strong desire to transition into a consultative role and take on management responsibilities.
• Proven ability to manage multiple projects and deadlines.
• Excellent communication and interpersonal skills to build relationships with clients and mentor staff.
• Competitive Paid Time Off (PTO).
• Fully paid medical/health insurance.
• Paid firm holidays.
• Retirement match.
• Profit share eligible.
• You’re disciplined and thrive in a fast‑paced environment that is in relentless pursuit of changing the accounting industry.
• You have exceptional time management and supervisory skills.
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance.
• You take ownership of your work, clients, and team members and drive projects to the finish line.
• You love working with and speaking to clients, delivering results and improving their lives.

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.

• Mid‑Senior level

• Full‑time

• Accounting/Auditing and Finance

• Accounting