Rosen, Weissman, Gerardo & Coberly, CPA Services, LLC · 2 months ago
Tax CPA or EA
Tampa, FL
Full-time
Onsite
Mid LevelRosen, Weissman, Gerardo & Coberly, CPA Services, LLC is a fast-growing CPA firm in South Tampa seeking a Certified Public Accountant (CPA) or Enrolled Agent (EA) to review tax returns, train employees, and assist clients. The role involves preparing tax returns, uncovering deductions, and advising clients on tax liabilities while fostering a positive work environment.
AccountingConsultingFinanceFinancial Services
Responsibilities
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses using Drake Tax software
Help taxpayers by using their federal, state, and local codes and see to it that clients receive the maximum benefit permitted under the law of government
Review & sign federal and state tax returns such as 1120-S, 1120, 1065, 1040,1041, and 990 returns
Train and develop fellow tax staff
Uncover potential deductions and credits for our clients
Advise against potential tax liabilities
Review financial records such as income statements and documentation of expenditures for accuracy
Communicate with clients to gather all relevant tax information to complete the return
Answer all client questions and review comments provided by a manager or client
Verify totals on past forms for accuracy
Qualification
Required
Certified Public Accountant (CPA) or Enrolled Agent (EA)
Experience in preparing simple to complex tax returns for individuals or small businesses using Drake Tax software
Ability to review and sign federal and state tax returns such as 1120-S, 1120, 1065, 1040, 1041, and 990 returns
Experience in training and developing fellow tax staff
Knowledge of federal, state, and local tax codes
Ability to communicate with clients to gather all relevant tax information
Experience in reviewing financial records for accuracy
Ability to advise against potential tax liabilities
Experience in uncovering potential deductions and credits for clients
Strong communication skills to answer client questions and review comments
Benefits
Positive work environment/culture, friendly, making work as fun as possible.
Valspar golf event with the firm each year.
Tax season and holiday bonuses.
Collaboration with team members on a daily basis.
Communication and building relationships with clients.
A flexible schedule and work/life balance.
Average hours 50 in tax season and 40 outside of tax season.
Many career growth opportunities within our firm.
CPE provided by the firm.
Open door policy for questions.
Opportunities for advancement.
Company
Rosen, Weissman, Gerardo & Coberly, CPA Services, LLC
Our company was started to provide small, progressive companies with an on-call and flexible accounting solution.
Founded in 2008
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Justin Rosen, CPA
Founder
Company data provided by crunchbase