TAX ACCOUNTANT
TAX ACCOUNTANT
Location: Boca Raton, Florida
Full-Time | On-Site
A national wealth management firm is seeking a full-time Tax Accountant for its Boca Raton, Florida, location . This is an opportunity to join a well-established organization serving a broad client base. The ideal candidate must be able to manage a high volume of tax returns while maintaining strong client interaction and a professional demeanor.
Qualifications:
- Minimum 3 years of experience preparing individual and business tax returns
- CPA preferred
- Strong client-facing communication skills
- 1+ years of experience using UltraTax software preferred (business return experience a plus)
- Familiarity with sales and payroll tax filings
- Detail-oriented and highly organized, with the ability to manage multiple deadlines
- Positive, team-oriented professional approach
Responsibilities:
- Conduct client interviews and gather financial documentation
- Review financial data for accuracy and completeness
- Prepare individual and small business tax returns
- Provide guidance on tax and accounting matters
- Respond to client inquiries and research tax-related issues
- Assist with sales and payroll tax filings
- Support additional projects as assigned
Compensation commensurate with experience.
This is a full-time, on-site position. Candidates must currently reside in the Boca Raton area. No relocation assistance is provided.
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