Senior Staff Accountant

Job Description

Job Description

About the Role

We are seeking a highly skilled and motivated Senior Tax Accountant to join a growing Wealth Management and CPA firm. This role plays a critical part in managing and overseeing tax planning, compliance, and financial reporting for a diverse client base. The ideal candidate will possess strong technical expertise, attention to detail, and the ability to provide strategic financial guidance while maintaining compliance with all applicable tax regulations.

Please note: This is an on-site, full-time position based in Odessa, FL. Relocation must be completed prior to employment.

Key Responsibilities

Tax Preparation & Review

• Prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.

• Ensure accuracy, completeness, and compliance with applicable tax laws and regulations.

Financial Reporting & Planning

• Prepare, review, and analyze financial statements.

• Assist in strategic financial planning and provide insights to support client financial goals.

Team Leadership & Mentorship

• Guide and mentor staff accountants in preparing financial statements and tax filings.

• Foster a collaborative and growth-oriented team environment.

Tax Planning & Advisory

• Develop proactive tax planning strategies to optimize client tax positions.

• Stay current on tax law changes and advise clients accordingly.

Client Relationship Management

• Build and maintain strong client relationships.

• Serve as a trusted advisor for tax, accounting, and financial planning matters.

Compliance & Audit Support

• Ensure compliance with federal, state, and local tax requirements.

• Assist with audits and communications with tax authorities as needed.

Qualifications

Education

• Bachelor's degree in Accounting or Finance required.

• Master's degree preferred.

Certifications

• CPA or Enrolled Agent (EA) designation preferred.

Experience

• Minimum of 5 years of experience in tax accounting, with a focus on corporate taxation .

Technical Skills

• Strong knowledge of federal, state, and local tax laws and regulations.

Experience with:

• UltraTax

• QuickBooks

• Thomson Reuters CS Professional Suite / UltraTax

• Microsoft Office Suite

Additional Skills

• Excellent analytical and problem-solving abilities.

• Strong organizational and time management skills.

• Ability to work independently and manage multiple deadlines.

• High level of accuracy and attention to detail.

Benefits

• 401(k) with company match

• Health insurance reimbursement

• Life insurance

• Short-term and long-term disability insurance

• Paid holidays

• Paid Time Off (PTO)

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.