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Tax Senior

Location : Ocala
Job Type : Regular
Reference Code : 10829413
Hours : Full Time
Required Years of Experience : 3
Required Education : Bachelor's Degree
Travel : No
Relocation : No

Job Description :

We are currently looking for a Tax Senior to contribute to our growing and inspired team.


Responsibilities Tax Senior:

  • Has mastered all criteria of Tax Staff

    • Learns the various software programs essential to the Tax Department

    • Learns office etiquette and professionalism

    • Learns the Firm's policies and procedures

    • Develops efficient work habits (accuracy, timeliness, and organization)

    • Completes tasks including tax return preparation, tax research, tax planning, and tax projections

    • Client contact increases as experience is gained and knowledge increases

    • Begins to train other tax staff prior to advancement

    • Begins to invoice clients for work performed

  • Able to communicate effectively with clients

  • Trains new staff on processes, procedures, and methodology

  • Completes more complex tax returns, tax research and tax projections with minimal assistance from others

  • Sells new services to existing clients

  • Works to improve relationships with existing clients

  • Provides suggestions on ways to improve the Firm

  • Networks in the community

  • Begins to review tax returns prior to advancement

Required Qualifications :

Requirements for Tax Senior:

  • 3+ years' experience (preferred)

  • Bachelor's degree in accounting required

  • CPA (or working towards CPA)

  • Hardworking and positive attitude

  • Ability and willingness to learn

  • Adaptable, assertive, and takes initiative

  • Strong communication and customer service skills

  • Desire to grow within the firm


  • Opportunity for growth

  • Flexible work schedule

  • Medical, dental and vision plans

  • Generous paid time off program.

  • Simple Plan Contribution

…And more!

Work Schedule: Full-Time, Days

Salary: Not Specified

Skills :
Accounting Accounting Software CPA Written and Oral Communication
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