Senior Tax Associate
in Orlando, Florida
Are you looking for better work-life balance in your career, or do you wish to break away from a traditional accounting firm to work in a growing and award-winning firm?
We are seeking a Senior Tax Associate with 4-6 years of experience in public accounting and/or tax filing who is passionate about providing expert tax projection, planning, and preparation services in our Orlando office to our wealth management clients. We seek an experienced tax professional who enjoys high-quality technical work, client interaction, and tax planning—but is looking for a more sustainable pace than traditional public accounting. We are a fully independent, fee-only financial planning and investment advisory firm managing roughly $1.4 billion in assets.
Support Clients. Build Relationships. Grow With Us.
In This Role
Why Choose Us?
Key Qualifications
In this role you will:
- Focus on reviewing and helping prepare tax returns for high-net-worth individuals and related entities, including Forms 1040, 1120S, 1065, and 1041, while also playing a key role in tax planning and client support throughout the year
- Meet with families and business owners to provide detailed tax projections, tax planning analyses and look for opportunities for capital gain and loss harvesting opportunities in client accounts
- Review and sign returns, as appropriate based on credentials and firm policies
Why Choose Us?
- Competitive compensation package including a base salary commensurate with skills and experience, excellent benefits, and yearly bonuses based on individual and team performance
- Excellent corporate culture with extremely low employee turnover. We have appeared in Investment News’ list of the 75 Best Places to Work for Financial Advisors six times since 2019.
- Receive every third Friday off in addition to paid holidays/vacation/sick days
- Competitive compensation package including a base salary commensurate with skills and experience, excellent benefits, and performance-based yearly bonuses based on the quality of work done.
- We do not sell products, have no quotas, and do not compensate based on “production.”
Key Qualifications:
Our firm believes our people and culture are our most valuable assets, so the successful candidate will be a great fit for the role and our culture and have the following skills and abilities:
- Active CPA or EA credential required with 4-6 years of experience
- Analytical and problem-solving abilities with high attention to detail and accuracy
- Strong organizational skills and the ability to multitask and prioritize projects
- Effective verbal and written communication skills and comfortable interacting with clients