Tax Specialist

This is a rare opportunity for a seasoned tax professional.

Our client, a respected Jacksonville financial planning firm, is adding a CPA to its team. You’ll be one of two CPA's working side by side with the firms financial planners. You won’t be just a cog in a large firm moving returns through a queue. Your tax expertise feeds directly into each client’s retirement, wealth, and estate decisions, and you’ll develop relationships with the clients the firm plans to serve for generations.

During tax season, the firm prepares about 200 returns. Once the season ends, you set your own pace with flex time options while you focus on tax planning and projections for clients.

What You’ll Do

• Prepare and review individual and business entity tax returns
• Handle tax planning and projections for financial planning clients
• Research tax issues and resolve complex client questions
• Communicate directly with clients and team members
• Protect client and firm data and maintain high ethical standards

What You Bring

• Current CPA or Enrolled Agent license (required)
• 5+ years in a public accounting firm
• Bachelor’s degree in Accounting or a related field
• In-depth knowledge of current tax law and GAAP
• Strong tax research, analytical, and problem-solving skills
• Clear verbal and written communication
• Works well on a team and on your own
• Proficient in Microsoft Office, Adobe, and tax and accounting software
• CCH Axcess experience a plus, not required
• Excellent salary based on experience
• Flexible off-season schedule
• Medical with HSA, dental, vision, life, and accident plans
• 401(k) with 6% match
• PTO, paid holidays, and paid sick leave

All communications are confidential to protect your current employment.