Job Description:

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 work

• Own a book of client relationships as the primary day-to-day contact - the client calls you, not a partner

• Join meetings with prospective clients and help scope new engagements

• Research complex issues and translate the answer into plain language a business owner can act on

• Review work prepared by staff and our offshore team, and coach them on it

• Support 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) - Required

• Active CPA license, or all four exam sections passed with licensure pending

• Bachelor's degree in Accounting, Finance, or a related field

• Demonstrated experience owning client relationships - you have been the person the client calls

• Comfortable reviewing other people's returns, not only preparing your own

• Currently living within commuting distance of Clearwater, FL

Nice to Have:

• Experience with S-corps, partnerships, and closely held businesses

• Healthcare industry clients (home health, hospice, physician practices)

• UltraTax CS and QuickBooks Online

What 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 insurance

• 401(k) with 4% safe harbor match - we audit roughly 50 retirement plans a year, so ours is done properly

• Paid time off plus firm holidays

• CPE, CPA exam fees, and review course support

• Busy season expectations: about 55 hours per week at peak, with comp time after April 15

Benefits:

• 401(k)

• 401(k) matching

• Continuing education credits

• Dental insurance

• Health insurance

• Opportunities for advancement

• Paid time off

• Vision insurance

Work Location: In person - Clearwater, FL (Feather sound)