Senior Tax Accountant

TruelineCape Coral, FL
21hOnsite

About The Position

Trueline is seeking a Senior Accountant to join a respected Cape Coral, Florida based CPA firm known for its specialized tax expertise and close-knit team, . This is an excellent opportunity for an experienced public accountant who wants a long-term home with meaningful client relationships, strong autonomy, and a healthy work-life balance.

Requirements

  • 5 to 10 years of public accounting experience, ideally in a small to mid-sized CPA firm
  • Strong background in tax preparation and planning for individuals and entities (1040, 1120, 1065, etc.)
  • Experience working with non-resident clients and cross-border tax issues
  • Proficiency in QuickBooks and general bookkeeping workflows
  • EA or CPA designation (or currently pursuing) a big plus
  • High attention to detail, self-motivated, and able to manage workload independently

Nice To Haves

  • Experience with trust returns and high-net-worth individuals
  • Comfortable in a small office setting with direct client interaction
  • Familiarity with Florida-specific tax nuances and regional client needs

Responsibilities

  • Prepare and review individual, corporate, partnership, S-Corp, and trust tax returns, with a strong focus on non-resident 1040s
  • Handle tax planning and advisory for clients with diverse portfolios
  • Work closely with the firm’s principal CPA to manage client engagements from start to finish
  • Provide high-level bookkeeping support and QuickBooks oversight for select clients
  • Collaborate with internal bookkeeping team to ensure accurate financial reporting
  • Support clients with IRS correspondence, compliance, and filings
  • Maintain detailed workpapers and documentation in line with public accounting standards

Benefits

  • Competitive salary range based on experience
  • Discretionary bonuses based on performance
  • Opportunities for growth and mentorship under a seasoned CPA
  • Relaxed and collaborative work culture
  • Local role with no travel
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