We are looking for a CPA Tax Accountant to join a boutique accounting practice in Palm Beach Gardens, Florida, serving a diverse client base that includes individuals, closely held companies, entrepreneurs, fiduciary entities, and family office structures. This permanent, on-site role offers the opportunity to manage client relationships directly while handling sophisticated tax compliance and advisory work across multiple entity types. The position is well suited for someone who combines strong technical tax knowledge with sound judgment, clear communication, and a high level of personal accountability.
Responsibilities:
- Guide new clients through the intake process by gathering financial records, tax documents, and other required information to establish complete and accurate files.
- Prepare and finalize tax returns for individuals, partnerships, S corporations, C corporations, and trusts or estates in accordance with applicable regulations.
- Serve as the paid preparer on assigned engagements, taking ownership of the accuracy, completeness, and compliance of each filing.
- Review outcomes with clients, explain tax treatments in understandable terms, and highlight planning ideas that may improve future results.
- Coordinate signature collection, e-file approvals, and submission tracking to ensure returns are filed properly and on schedule.
- Address tax notices and communicate with federal, state, or local authorities to resolve client matters efficiently.
- Oversee the day-to-day administration of a client portfolio, including engagement documentation, scheduling, extension monitoring, billing coordination, and maintenance of digital records.
- Build and maintain trusted client relationships by acting as a primary point of contact and delivering responsive, high-quality service throughout the year.
- Active CPA license and PTIN in good standing.
- At least 3 years of public accounting tax experience, with hands-on exposure to individual, business, and fiduciary tax returns.
- Strong background in preparing or reviewing returns for closely held businesses and high-net-worth clients is preferred.
- Ability to manage engagements independently while maintaining accountability for deadlines, deliverables, and client communication.
- Clear written and verbal communication skills, with the confidence to discuss complex tax matters effectively.
- Strong organizational ability and the capacity to balance multiple priorities during peak filing periods.
- Proficiency with tax applications, Microsoft Excel, and cloud-based practice management platforms.
- Bachelor’s degree in Accounting, Finance, or a related discipline.