Seasonal Tax Preparer (CPA)

Title: Seasonal Tax Associate

Reports to: Tax Practice Leader

Our client is a highly respected and long-established public accounting and advisory firm headquartered in Southwest Florida. They are multi-year winner of one of the Best Places to Work, by Accounting Today magazine, and Best Companies to Work for, by Florida Trend magazine, along with being recognized as one of the Top 500 CPA firms in the U.S. by Inside Public Accounting.

With a strong commitment to client service and community impact, they offer a range of value-driven solutions in tax, accounting, litigation support, and business advisory services. The firm fosters a team-oriented, growth-focused environment where professionals are empowered with the latest tools and training to succeed at the highest levels of performance.

The Seasonal Tax Associate position will play a pivotal role in delivering comprehensive tax services to clients within our tax practice. The employment term will run from approximately January 15 th through April 30 th of each year. The Seasonal Tax Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels.

Reviews tax information submitted by client for completeness; Possesses knowledge of tax regulations to answer clients’ questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners.

Prepare personal tax returns of varying complexity to show the ability to grow and expand one’s technical knowledge.

Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one’s technical knowledge.

Responds to tax notices of any sort and does initial drafts of any letters required.

Performs tax research projects requiring minimal expertise to serve client needs and to build one’s technical knowledge base.

Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099’s, and payroll tax returns.

Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the general public and business owners within the community.

Ability to work effectively independently and as part of a team - always a “Row the Boat as a team” mentality.

3-5+ years of progressive tax experience with a CPA firm or national tax service.

Bachelor’s degree in Accounting, Finance, or a degree in a similar related field. A CPA or EA designation, and/or 5 years of documentable tax experience is beneficial.

Strong knowledge of federal and state (especially Florida) tax laws and regulations related to construction.

Proficiency in tax preparation software from CCH Axcess, Thomsen-Reuters, or similar tax software.

Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.).

Normal Office Hours: Monday thru Friday, 800A - 500P.

As a seasonal tax associate, the employment would be from January 15 th - April 30 th to coincide with the tax season.

This position within the tax practice would NOT require typical tax season hours, and total hours worked per week are negotiable.

Hybrid work opportunities may be available with approval of practice leader, but this is an in-office role with some flexibility.

J-18808-Ljbffr CPA Talent