Tax Senior (CPA or EA Required) - Virtual Company
Palm Harbor, FL 34683
About the Job
Our client is seeking an experienced and highly motivated CPA or Enrolled Agent to join their team. This individual will play a critical role in providing comprehensive accounting services, including tax preparations, consulting, financial reporting, and auditing to their client base. You will work closely with clients to help them meet their financial objectives while ensuring compliance with applicable regulations.
During tax season, this role will be onsite to support client needs efficiently, while outside of tax season, we offer a flexible remote/hybrid work arrangement to maintain a strong work-life balance.
Key Responsibilities:
- Financial Reporting: Prepare and review financial statements, ensuring accuracy, completeness, and compliance with applicable accounting standards (GAAP/IFRS). Assist clients in understanding their financial health and identifying areas for improvement.
- Tax Preparation: Provide expert tax planning and preparation services for individuals, corporations, partnerships, and trusts. Ensure compliance with federal, state, and local tax laws while identifying tax-saving opportunities for clients.
- Auditing: Lead or assist in audits of financial statements for clients across various industries. Evaluate internal controls and identify areas for process improvements to enhance financial transparency and accountability.
- Consulting: Offer strategic financial advice and consulting services, including budgeting, cash flow analysis, business structuring, and financial forecasting. Help clients optimize their financial operations and achieve long-term success.
- Client Relationship Management: Build and maintain strong client relationships through regular communication and by providing top-tier service. Understand client needs and provide solutions that are tailored to their specific financial and tax situations.
- Compliance & Advisory: Stay up-to-date on changes in tax laws and accounting standards to advise clients on compliance and emerging financial trends. Provide guidance during tax audits or inquiries from tax authorities.
- Team Collaboration: Work closely with other team members, including junior accountants and tax preparers, to ensure timely and accurate completion of client deliverables. Provide mentorship and training to less experienced team members.
- CPA or Enrolled Agent certification required
- Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree preferred)
- Minimum of 3-5 years of experience in public accounting
- Strong knowledge of GAAP, tax laws, and auditing standards
- Experience with accounting software (e.g., QuickBooks, Xero, or other ERP systems)
- Proficiency in tax preparation software (e.g., Lacerte, UltraTax, etc.)
- Excellent analytical, problem-solving, and organizational skills
- Strong communication and interpersonal skills, with the ability to explain complex financial information to clients in a clear, concise manner
- Ability to manage multiple projects and meet deadlines in a fast-paced environment
- Commitment to continuous learning and professional development
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
