Job type Full Time

Job Description – Full Time Senior Accountant – CPA or EA
Due to the continued growth of our practice, we are currently seeking an energetic, conscientious and detail oriented individual to join our team as a Tax Senior. We are a well-established CPA firm located Fort Myers, FL. We provide a broad range of tax, accounting, payroll, bookkeeping, consulting and other specialized services. We are committed to providing our clients with the highest quality professional services available.

Role responsibilities include:

  • Prepare individual and business tax returns (Forms: 1040, 1041, 1065, 1120, 1120S) – Multi-state
  • Review tax returns prepared by other members on the team and for accuracy and tax saving/planning ideas
  • Review new client documentation, on-board into our system, review and analyze prior firm work prepare amended returns and correspond with IRS if necessary
  • IRS correspondence and tax resolution – Ability to correspond with both IRS and client. Ability to ascertain the client situation, inform and correspond with the client and resolve IRS issues.
  • Interact with clients to provide tax advisory and support – understanding tax obligations, helping with tax planning, helping businesses track and maximize deductions, etc.
  • Provide high-quality customer service while utilizing company practices and procedures to answer routine tax questions and documenting interactions with clients

Candidate qualifications:

  • Bachelor’s degree in Accounting, Finance, or Taxation
  • Active U.S. State issued CPA license or EA
  • 4-6 years of experience in tax preparation and tax advisory, with knowledge of federal and state tax compliance
  • Experience using Pro-Series tax software (with a few Pro-Connect as well)
  • Experience using bookkeeping software such as QuickBooks (Online and Desktop)
  • Exceptional level of attention to detail and accountability to high-quality tax preparation standards
  • Enthusiasm for serving clients and working on a team with other like-minded tax experts, especially in a dynamic and evolving work environment
  • High-quality communication skills (written and oral)
  • Excellent organizational, problem solving, and time-management skills
  • Must be eligible to work in the U.S.

Job Type: Full-time, Full-time tax season only and part time tax season only


  • Bachelor’s degree in Accounting, Tax or Finance


  • Tax preparation: 4-6 years minimum (Required)


  • CPA/EA (Required)

Qualified candidates should submit a resume – MUST INCLUDE salary requirement

More Info: (855)740-1040
Salary: 65,000 – 80,000 Per Year
Job Type: Employee
Job Status: Full Time

12995 S Cleveland Ave Ste 160, Fort Myers, Fl 33907, US

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