SR Tax Associate Orlando

SR Tax Associate Orlando AppleOne - 3.8 Orlando, FL Job Details Full-time $95,000 - $110,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Vision insurance 401(k) matching Paid sick time Qualifications CPA Public accounting Process improvement Research Mid-level Client relationship development State tax Improving operational efficiency Customer inquiry handling Team development Analysis skills Mentoring Accounting firm experience Tax preparation software 4 years Enrolled Agent Communication skills Staff development Full Job Description Senior Tax Associate ?? Orlando, Florida (In-Office) ?? Full-Time Direct Hire ?? $95,000 - $110,000 + Bonus ?? 37.5-hour work week About the Opportunity This role is ideal for an experienced tax professional who enjoys high-level technical work, meaningful client interaction, and strategic tax planning—without the demanding hours typical of traditional public accounting. You'll focus on reviewing and preparing tax returns for high-net-worth individuals and related entities, while playing a key role in tax planning and ongoing client support. This position offers a sustainable pace, a collaborative environment, and the opportunity to do thoughtful, high-quality work year-round. What You'll Do Review federal and state tax returns, including Forms 1040, 1120S, 1065, and 1041 Identify technical issues, inconsistencies, and tax risks Provide clear, actionable feedback to preparers Prepare complex individual and entity tax returns as needed Support tax planning strategies alongside advisory team members Develop and review tax projections to help clients plan effectively Respond to client inquiries with clear, practical guidance Conduct tax research and resolve technical questions Mentor junior team members and support their development Contribute to process improvements that enhance efficiency and quality Maintain high standards in documentation, compliance, and review What We're Looking For 4-6 years of public accounting tax experience Active CPA or EA required Strong experience with Forms 1040, 1120S, 1065, and 1041 Solid knowledge of federal and multi-state tax compliance Experience with tax planning and client advisory work Strong analytical skills and professional judgment Excellent communication skills, both written and verbal Ability to explain complex tax concepts clearly Highly organized with the ability to manage multiple deadlines Comfortable working in a collaborative, in-office environment

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Experience with high-net-worth clients and closely held businesses Prior experience reviewing work and mentoring staff Interest in improving workflows and team processes Familiarity with professional tax software Why This Role Matters You'll play a key role in strengthening the tax team by contributing technical expertise, supporting client relationships, and maintaining high standards of quality. This is an opportunity to make a meaningful impact while building a long-term, sustainable career. Compensation & Benefits Compensation Base salary: $95,000 - $110,000 Performance bonus starting at 3% after year one, increasing up to 10% over time Additional team-based bonus (historically 5-8%) Work-Life Balance 37.5-hour work week Every third Friday or Monday off Moderate seasonal increases—no excessive overtime culture Retirement 401(k) with 100% employer match on the first 6% Health Benefits Monthly health stipend: $498/month (first 24 months) $833/month (after 2 years) Designed to cover most or all of a single high-deductible health plan Work Environment In-office, team-oriented setting Collaborative culture focused on quality, respect, and professional growth Structured workflows designed to avoid burnout Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

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//e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1070