Tax Senior

Tax Senior

Location: Fort Myers, FL (On-site)
Salary Range: $130,000–$150,000

Position Overview

This full-service tax, accounting, and consulting firm seeks a Tax Senior to prepare and review complex tax returns for individuals, high-net-worth clients, and businesses. The role combines technical tax expertise with client advisory services and team collaboration.

Key Responsibilities

• Prepare and review federal, state, and local tax returns (individual, C-Corporation, S-Corporation, partnership, trust, and estate)
• Manage multiple tax engagements while meeting deadlines and client expectations
• Provide tax planning, research, and advisory services
• Identify tax-saving opportunities and develop client-specific strategies
• Support clients with tax audits and inquiries from tax authorities
• Build and maintain strong client relationships
• Collaborate with accounting and advisory team members
• Stay current on tax law changes at all levels
• Mentor junior and staff-level tax professionals

Required Qualifications

• 3–7 years of public accounting or tax experience
• Strong experience preparing and reviewing individual and business tax returns
• Expertise in corporate and partnership tax preparation
• Knowledge of partnerships, corporations, trusts, estates, and high-net-worth individual taxation
• Understanding of federal, state, and local tax regulations
• CPA certification preferred; CPA eligibility acceptable
• Strong analytical, research, and problem-solving skills
• Attention to detail and organizational ability
• Ability to manage multiple priorities and meet strict deadlines
• Excellent written and verbal communication skills
• Ability to work independently and collaboratively

Compensation & Benefits

• Discretionary bonus opportunity
• PTO, sick time, and paid holidays
• Medical, dental, and vision insurance
• 401(k) with company match
• Life and disability insurance
• Career growth opportunities
• Collaborative, supportive work environment