Newman & DiLascio, P.A.
Compensation
Base pay range: $90,000.00/yr - $120,000.00/yr
Additional compensation types: Annual Bonus and Commission
Annual Salary + Bonus: $90,000 - $120,000
Overview Are you highly motivated, driven, and entrepreneurial? With over 26 years of dedicated service, our firm is proud to be a staple within the Tampa Bay community. As we pivot from traditional tax compliance to a model where we serve as year-round trusted advisors, we are seeking a detail-oriented Senior Tax Associate to help lead this transformation.
The Opportunity Our firm is transitioning from a traditional focus on tax compliance to proactive, comprehensive advisory services. We believe in providing consistent, high-quality strategic guidance to our clients, making tax compliance a byproduct of our deeper engagement rather than the entirety of our interaction.
Who We Are Looking For We seek a forward-thinking professional who aspires to go beyond back-office compliance and become a trusted business advisor. This role is not only about maintaining our high standards in tax services but also about expanding into regular, proactive business consulting to help our clients thrive.
Key Responsibilities
Conduct first level technical reviews of tax returns and workpapers for individuals, partnerships, s-corporations, trusts, and corporations, ensuring completeness and accuracy.
Assist in managing client expectations and be responsive to their communications/emails (24-48 hour turnaround time) and ensure all client deliverables are timely met.
Prepare federal and state income tax returns, ensuring top-quality compliance as part of broader business insights.
Mentor and lead tax staff in both compliance and advisory capacities.
Conduct in-depth federal and state tax research and proactive tax planning and offer solutions.
Prepare and analyze quarterly and year-end financial projections for clients.
Support management with capacity planning for yourself and associates you are responsible for.
Required Skills and Experience
Bachelor's or master’s in accounting from an accredited college or university.
CPA or EA certification preferred.
Minimum 2 years of relevant experience
in business and individual income tax preparation/review (1120, 1120S, 1065, 1040).
Strong desire to transition into a consultative role and take on management responsibilities.
Proven ability to manage multiple projects and deadlines.
Excellent communication and interpersonal skills to build relationships with clients and mentor staff.
Competitive Paid Time Off (PTO).
Fully paid medical/health insurance.
Paid firm holidays.
Retirement match.
Profit share eligible.
You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry.
You have exceptional time management and supervisory skills.
You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance.
You take ownership of your work, clients, and team members and drive projects to the finish line.
You love working with and speaking to clients, delivering results and improving their lives.
Join Us If you are ready to redefine your career as part of a firm that’s redefining tax service, we want to meet you. Apply today to become a key player in our transformation into a year-round advisory firm, helping our clients not just survive, but thrive.
Job Function Accounting/Auditing and Finance
Seniority level Mid-Senior level
Employment type Full-time
Industries Accounting
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Additional compensation types: Annual Bonus and Commission
Annual Salary + Bonus: $90,000 - $120,000
Overview Are you highly motivated, driven, and entrepreneurial? With over 26 years of dedicated service, our firm is proud to be a staple within the Tampa Bay community. As we pivot from traditional tax compliance to a model where we serve as year-round trusted advisors, we are seeking a detail-oriented Senior Tax Associate to help lead this transformation.
The Opportunity Our firm is transitioning from a traditional focus on tax compliance to proactive, comprehensive advisory services. We believe in providing consistent, high-quality strategic guidance to our clients, making tax compliance a byproduct of our deeper engagement rather than the entirety of our interaction.
Who We Are Looking For We seek a forward-thinking professional who aspires to go beyond back-office compliance and become a trusted business advisor. This role is not only about maintaining our high standards in tax services but also about expanding into regular, proactive business consulting to help our clients thrive.
Key Responsibilities
Conduct first level technical reviews of tax returns and workpapers for individuals, partnerships, s-corporations, trusts, and corporations, ensuring completeness and accuracy.
Assist in managing client expectations and be responsive to their communications/emails (24-48 hour turnaround time) and ensure all client deliverables are timely met.
Prepare federal and state income tax returns, ensuring top-quality compliance as part of broader business insights.
Mentor and lead tax staff in both compliance and advisory capacities.
Conduct in-depth federal and state tax research and proactive tax planning and offer solutions.
Prepare and analyze quarterly and year-end financial projections for clients.
Support management with capacity planning for yourself and associates you are responsible for.
Required Skills and Experience
Bachelor's or master’s in accounting from an accredited college or university.
CPA or EA certification preferred.
Minimum 2 years of relevant experience
in business and individual income tax preparation/review (1120, 1120S, 1065, 1040).
Strong desire to transition into a consultative role and take on management responsibilities.
Proven ability to manage multiple projects and deadlines.
Excellent communication and interpersonal skills to build relationships with clients and mentor staff.
Competitive Paid Time Off (PTO).
Fully paid medical/health insurance.
Paid firm holidays.
Retirement match.
Profit share eligible.
You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry.
You have exceptional time management and supervisory skills.
You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance.
You take ownership of your work, clients, and team members and drive projects to the finish line.
You love working with and speaking to clients, delivering results and improving their lives.
Join Us If you are ready to redefine your career as part of a firm that’s redefining tax service, we want to meet you. Apply today to become a key player in our transformation into a year-round advisory firm, helping our clients not just survive, but thrive.
Job Function Accounting/Auditing and Finance
Seniority level Mid-Senior level
Employment type Full-time
Industries Accounting
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