Full Job Description
Join a dynamic, detail-driven financial team in Maitland, FL. This is an exciting opportunity for a skilled tax professional to take on meaningful, complex work across tax preparation, estate planning, compliance, and financial reporting — all while contributing to the continued growth of a thriving practice.
Company Summary
We are a well-established financial and tax practice based in Maitland, FL, seeking a talented CPA or Enrolled Agent to join our team. This role offers broad exposure across tax disciplines, corporate accounting, estate planning, and regulatory compliance — ideal for a professional who thrives in a fast-paced, detail-oriented environment.
Position Functions and Responsibilities
- Prepare and review complex federal, state, and local tax returns ensuring full regulatory compliance
- Assist with estate planning activities including wills, trusts, and estate law considerations
- Conduct detailed financial analysis and interpret financial reports to support tax strategies
- Support mergers & acquisitions through due diligence and integration of financial data within tax frameworks
- Maintain accurate general ledger records and perform balance sheet reconciliations
- Support internal audits and ensure adherence to SOX controls for financial reporting integrity
- Utilize accounting software such as QuickBooks, TaxProLink, or similar platforms for bookkeeping and financial statement preparation
- Perform account reconciliation including accounts payable, accounts receivable, and bank reconciliations
- Assist with regulatory reporting related to securities law and non-profit accounting when applicable
Strong Candidates Are
- Detail-oriented with a strong command of GAAP and technical accounting standards
- Experienced in tax preparation with a working knowledge of IRS rules and compliance
- Familiar with estate planning, wills, trusts, and estate law
- Proficient with accounting software such as QuickBooks or TaxProLink
- Strong analytical thinkers who can interpret complex financial data accurately
- Excellent communicators who can present financial information clearly to management
- Able to manage multiple priorities efficiently in a fast-paced environment
Minimum Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA or Enrolled Agent (EA) license preferred
- Proven tax experience with strong understanding of GAAP
- Experience with SOX compliance and IRS regulations
- Knowledge of securities law, private equity, or M&A concepts is a plus
Compensation: Commensurate with experience
Job Type: Full-time
Benefits
- Competitive salary
- Professional development opportunities
- Collaborative, growth-oriented work environment
Work Location: In person — Maitland, FL
Pay: $100,000.00 - $150,000.00 per year
Work Location: In person