This role is 100% on-site in our Clearwater (Feathersound) office, five days a week. We do not offer remote or hybrid work, and we do not provide relocation assistance.

Responsibilities:

Prepare and review individual, business, and fiduciary returns, including multi-state and closely held business workOwn a book of client relationships as the primary day-to-day contact

•the client calls you, not a partnerJoin meetings with prospective clients and help scope new engagementsResearch complex issues and translate the answer into plain language a business owner can act onReview work prepared by staff and our offshore team, and coach them on itSupport our outsourced accounting group at month-end for a small number of clients

Qualifications:

4+ years of recent tax experience in public accounting at a CPA firm (seasonal or retail tax preparation will not substitute)

•RequiredActive CPA license, or all four exam sections passed with licensure pendingBachelor's degree in Accounting, Finance, or a related fieldDemonstrated experience owning client relationships

•you have been the person the client callsComfortable reviewing other people's returns, not only preparing your ownCurrently living within commuting distance of Clearwater, FLNice to

Have:

Experience with S-corps, partnerships, and closely held businessesHealthcare industry clients (home health, hospice, physician practices)

UltraTax CS and QuickBooks OnlineWhat We Offer:

No billable hour requirements. We price every engagement as a flat fee up front and we do not bill hourly

•to clients or internally. You are measured on the quality of your work and how well your clients are served, not on hours logged.

A defined path to Tax Manager. We are actively building leadership capacity and would rather promote you than post that job.

Health, dental, and vision insurance401(k) with 4% safe harbor match

•we audit roughly 50 retirement plans a year, so ours is done properlyPaid time off plus firm holidays

CPE, CPA

exam fees, and review course supportBusy season expectations: about 55 hours per week at peak, with comp time after April 15

Benefits:

401(k)401(k) matchingContinuing education creditsDental insuranceHealth insuranceOpportunities for advancementPaid time offVision insurance

Work Location:

In person

•Clearwater, FL (Feather sound)