Forrest Robinson, PLLC · 1 month ago
Senior Tax Associate/Tax Supervisor
Coral Springs, FL
Full-time
Onsite
Mid, Senior Level
4+ years expForrest Robinson, a leading Coral Springs based CPA firm, is currently seeking a dedicated and dynamic Senior Tax Associate or Tax Supervisor. The role involves preparing and reviewing various tax returns, maintaining client communications, and managing tasks in tax tracking software.
AccountingConsultingFinancial ServicesPersonal Finance
Responsibilities
Preparation of upper level, technical projects including individual, corporate, trust, and partnership tax returns at both the federal and state levels
Preparation and/or review of quarterly payroll tax returns, and annual payroll tax filings
Preparation and review of tangible tax returns and annual Form 1099 filings
Ability to conduct tax research on specific client related tax matters that may come into play
Preparation and/or review of Compilation Engagements
Regular client communications both verbal and written, and maintaining superior client service
Self Management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc
Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email
Collaborate with team members to ensure smooth workflow and efficient completion of tasks
Assist with special projects and other duties as assigned by management
Provide support to upper management team
Provide internal cross-functional support with other departments/teams
Qualification
Required
4+ years in accounting and tax-related role(s)
Bachelor's degree in Accounting
Strong knowledge and experience using QuickBooks, Microsoft Office Suite
Proficiency and experience in using tax preparation software and tax research software
Excellent verbal and written communication skills
Strong interpersonal skills to collaborate with individuals at all organizational levels
Excellent attention to detail, follow-up, and multi-tasking skills
Comfortable working under pressure
Proactive and solution oriented
Ability to maintain confidentiality
Professional appearance with a calm demeanor
Superior client service skills and a service-oriented mindset
Strong Organizational and time management skills
Ability to take initiative, work independently, set and monitor priorities
Adaptable to changing responsibilities and priorities
Must demonstrate exceptional judgment, discretion, and professional courtesy
Ability to effectively collaborate and work with others in a team environment
Successfully work in a high-paced environment with unscheduled interruptions
Preferred
Master's degree in Accounting/Tax, either received or seeking
CPA Licensed or CPA Eligible
CCH Axcess or ProSystems Fx Suite proficiency is a plus
Company
Forrest Robinson, PLLC
Forrest Robinson, PLLC is a leading South Florida accounting and advisory firm that is committed to providing efficient, personal service; relevant, reliable information; and effective, innovative solutions that keep pace with the ever changing economy.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase