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DATE ADDED: Wed 10/10/2018

Senior Tax Associate

Orlando, USA
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COMPANY: THE WILLEFORD GROUP

Job Description

What We Need:

Continued growth has created the need for a highly motivated and capable Senior Tax Associate. As a member of our team, you will be responsible for both the preparation and review of Federal and State tax return filings and associated accounting for Individuals, Partnerships, and Corporations. A minimum of 5 years of experience in a public accounting firm or at a company engaging multiple clients is a must. The ideal candidate will be analytical, result‐oriented, and a self‐starter. This candidate should also have the ability to manage multiple priorities and be able to solve problems using extensive tax knowledge and research skills.

What You’ll Do:

  • Review annual corporate, partnership, individual, estate, gift, and trust tax returns (also help prepare complex returns on an as‐needed basis)
  • Prepare and review bi‐annual tax projections
  • Perform detailed General Ledger and Financial Statement review prepared by our Staff Accountants
  • Calculate and/or review recommended paychecks for all clients, as needed
  • Perform tax research and provide tax planning ideas, as needed
  • Identify and mitigate tax risks
  • Build relationships and interact with clients to provide excellent planning, consulting, and expertise on a variety of subjects
  • Resolve Federal and State Department notices for clients, as needed
  • Respond to and/or delegate all client emails and calls in a timely manner

What You’ll Need:

  • Full‐time: 40 hours per week
  • Tax season hours: estimated 45‐55 hours per week
  • Billable hours: between 1500‐1800 hours per year
  • Great at meeting deadlines and solving problems
  • Experience with high income taxpayers strongly preferred
  • Experience with partnership accounting and taxation strongly preferred
  • Excellent verbal and written communication skills
  • Strong interpersonal, analytical, and organizational skills with detail orientation
  • Knowledge of Tax Software (Lacerte strongly preferred), QuickBooks, and Microsoft Office
  • Knowledge of CS Professional Suite preferred, not required
  • BA in Accounting required, MA in Taxation preferred
  • CPA or EA preferred, not required

Benefits:

  • Competitive Salary (commensurate with experience) and Performance‐Based Bonuses
  • 401k Plan: Eligible for an estimated 3% match contribution on the first entry date after 12 months of continuous service.
  • Annual Training and Education: You will have access to unlimited Continuing Professional Education classes to satisfy your CPA license requirements through Thomson Reuters’ Checkpoint Learning Center.
  • Compensatory Time Off: You will be eligible to earn comp time for overtime hours worked during seasonal months.
  • Paid Time Off:

o After 90 days of continuous employment: 18.5 PTO days credited per year

o After 2 full years of continuous service: Eligible for up to 23.5 PTO days credited per year

o After 5 full years of continuous service: Eligible for up to 28.5 PTO days credited per year

Are You:

‐ Proactive ‐ Confident ‐ Factual ‐ Direct ‐ Reserved ‐ Sincere ‐ Driven ‐ Intense ‐ Detailed

‐ Precise ‐ Accurate ‐ Thorough

If so, the Willeford Group is an equal opportunity employer. We offer great pay and benefits along with a friendly, highly professional work environment.

Company Description
The Willeford Group is a fast-growing, CPA firm that has become one of America’s leading practices serving the dental profession for over 40 years. Hundreds of clients rely on our competent, efficient, and forward-thinking personnel to provide a variety of accounting, tax, and advisory services. Our company seeks to foster a healthy work culture that is characterized by a laid-back, business casual environment with an emphasis on work/life balance. Moreover, our team is committed to providing our clients with a comprehensive approach to managing their financial health.


Role: Senior Tax Associate
Job Type:
Location: Orlando,

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