TAX ACCOUNTANT

VisionsHRBoca Raton, FL
2dOnsite

About The Position

A national wealth management firm is seeking a full-time Tax Accountant for its Boca Raton, Florida, location. This is an opportunity to join a well-established organization serving a broad client base. The ideal candidate must be able to manage a high volume of tax returns while maintaining strong client interaction and a professional demeanor.

Requirements

  • Minimum 3 years of experience preparing individual and business tax returns
  • Strong client-facing communication skills
  • Familiarity with sales and payroll tax filings
  • Detail-oriented and highly organized, with the ability to manage multiple deadlines
  • Positive, team-oriented professional approach

Nice To Haves

  • CPA preferred
  • 1+ years of experience using UltraTax software preferred (business return experience a plus)

Responsibilities

  • Conduct client interviews and gather financial documentation
  • Review financial data for accuracy and completeness
  • Prepare individual and small business tax returns
  • Provide guidance on tax and accounting matters
  • Respond to client inquiries and research tax-related issues
  • Assist with sales and payroll tax filings
  • Support additional projects as assigned
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