Job Description

Job Description

Job Description

Pay: $70,000.00 - $120,000.00 per year

Why This Is a Great Opportunity

• Work directly with individuals and small business owners on meaningful tax and financial matters.
• Handle a diverse mix of individual, corporate, and partnership returns rather than repetitive return preparation.
• Join a well-established local practice where your tax knowledge and client relationships are highly valued.
• Expand your involvement in tax planning, entity selection, and resolving federal and state tax matters.
• Work closely with the owner and have a direct impact on clients and the continued growth of the practice.
• Compensation structure is negotiable based on experience, credentials, and tax expertise.
• We are primarily seeking a full-time professional, with potential flexibility outside of tax season for the right candidate.

Location: This is a fully on-site, client-facing position in Bunnell, Florida. You will work directly with clients in our office, so this role is not available remotely.

Note: Candidates must have 5+ years of professional tax preparation experience, including strong experience preparing Form 1040 individual returns. You must also be comfortable working directly with clients and using professional commercial tax software. Tax season requires a demanding schedule, generally 6 to 7 days per week from approximately January 15 through April 15.

About Us

We are a local tax and accounting practice serving individuals and small businesses with professional, personalized support. Our team assists clients with tax preparation, tax planning, business formation, accounting, bookkeeping, payroll, and related financial needs. We value accuracy, professionalism, strong client relationships, and practical advice.

Confidential Employer.

Job Description

• Prepare accurate and timely federal and state individual tax returns, including extensive Form 1040 work.
• Prepare corporate and partnership tax returns based on experience, including Forms 1065 and 1120.
• Meet directly with clients to gather information, understand their needs, and explain tax matters clearly.
• Review client financial and tax documentation to identify missing information and potential tax considerations.
• Communicate with clients by phone, email, and in person regarding returns, documentation, tax planning, and tax-related questions.
• Provide basic guidance to small business owners regarding entity structure and tax considerations.
• Communicate with federal and state tax agencies on behalf of clients to help resolve outstanding tax matters.
• Maintain accurate client status reports and keep engagements moving toward completion.
• Coordinate with reception and administrative staff regarding scheduling, payments, client messages, and documentation.
• Work directly with the owner while independently managing assigned client work.

Qualifications

• 5+ years of professional, client-facing tax preparation experience.
• Strong experience preparing Form 1040 individual income tax returns.
• Experience preparing Forms 1065 and 1120 is highly preferred.
• Experience using professional commercial tax preparation software such as TaxWise, UltraTax, or similar software.
• Experience with TurboTax or other consumer interview-based tax software alone is not sufficient.
• Strong knowledge of tax forms, tax rules, and the relationships between forms.
• Proficiency with Microsoft Outlook, Excel, and Word.
• Strong verbal and written English communication skills.
• Professional interpersonal skills and the ability to work with clients throughout the day.
• Basic knowledge of small business entity structures and related tax considerations.
• Enrolled Agent or CPA credential preferred.
• Bilingual ability is a plus.

Why You Will Love Working Here

• Build long-term relationships with clients instead of working behind the scenes.
• Use your tax expertise across individual and small business matters.
• Gain exposure to tax planning, entity structure, and client advisory work.
• Work closely with decision-makers in a smaller, relationship-driven environment.
• Enjoy significant responsibility and autonomy based on your experience.
• Potential off-season scheduling flexibility for the right long-term team member.

JPC-2272

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

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