Campbell & Company, Wealth Advisors & Certified Public Accountants
Senior Accountant
Campbell & Company, Wealth Advisors & Certified Public Accountants, Inverness, Florida, United States, 34453
Overview
About Campbell & Company Wealth Advisors and CPAs. We are a full-service Wealth Management and CPA firm committed to excellence and integrity in financial services. Our team is led by experienced professionals who ensure we always act in our clients\' best interests, and we aim to empower our employees, clients, and partners to become heroes of their own financial stories. Position Overview
Senior Tax Accountant. You will play a crucial role in managing and overseeing the tax planning and compliance for our clients. This role requires handling complex tax issues, ensuring adherence to tax laws and regulations, and providing expert guidance to optimize our clients\' tax positions. Please note:
This is not a remote or hybrid position. The role requires in-office attendance in the Inverness, FL area located at 2202 Highway 44 West. Relocation must be completed. Key Responsibilities
Tax Preparation and Review: Lead the preparation and meticulous review of complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance at every step. Strategic Financial Oversight: Prepare, review, and high-level planning of financial statements to shape clients\' financial futures and align with long-term goals. Staff Mentorship and Support: Provide guidance and mentorship to staff accountants, assisting in finalizing financial statements and fostering a collaborative environment. Proactive Tax Planning: Identify opportunities to optimize clients\' tax positions, staying ahead of regulatory changes and implementing current tax strategies. Client Collaboration and Advisory: Build strong relationships with clients, gather necessary information, and provide insightful tax and financial planning advice. Regulatory Compliance Expertise: Stay informed of tax laws and regulations to ensure filings and practices are compliant and minimize risks. Audit and Authority Liaison: Support audits and manage communications with tax authorities with accuracy and professionalism. Qualifications
Education: Bachelor\'s degree in Accounting or Finance (Master\'s preferred). Certification: CPA or Enrolled Agent (EA) preferred. Experience: Minimum of 5 years as a Tax Accountant, with focus on corporate taxation. Technical Skills: Knowledge of federal, state, and local tax laws; proficiency in tax software (UltraTax); experience with QuickBooks; familiarity with Microsoft Office; experience with Thomson Reuters CS Prof. Suite / UT. Analytical Skills: Strong analytical and problem-solving abilities for complex tax situations. Independence: Ability to work independently and manage multiple deadlines. Attention to Detail: High accuracy in all tasks. Why Join Us
At Campbell & Company, we offer more than just a job. We provide an opportunity to be part of a team dedicated to making a difference in clients\' financial lives. We support professional development and offer a comprehensive benefits package. Benefits
401k plan with company match Life insurance Long-term and short-term disability insurance Paid holidays Paid Time Off Health insurance reimbursement
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About Campbell & Company Wealth Advisors and CPAs. We are a full-service Wealth Management and CPA firm committed to excellence and integrity in financial services. Our team is led by experienced professionals who ensure we always act in our clients\' best interests, and we aim to empower our employees, clients, and partners to become heroes of their own financial stories. Position Overview
Senior Tax Accountant. You will play a crucial role in managing and overseeing the tax planning and compliance for our clients. This role requires handling complex tax issues, ensuring adherence to tax laws and regulations, and providing expert guidance to optimize our clients\' tax positions. Please note:
This is not a remote or hybrid position. The role requires in-office attendance in the Inverness, FL area located at 2202 Highway 44 West. Relocation must be completed. Key Responsibilities
Tax Preparation and Review: Lead the preparation and meticulous review of complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance at every step. Strategic Financial Oversight: Prepare, review, and high-level planning of financial statements to shape clients\' financial futures and align with long-term goals. Staff Mentorship and Support: Provide guidance and mentorship to staff accountants, assisting in finalizing financial statements and fostering a collaborative environment. Proactive Tax Planning: Identify opportunities to optimize clients\' tax positions, staying ahead of regulatory changes and implementing current tax strategies. Client Collaboration and Advisory: Build strong relationships with clients, gather necessary information, and provide insightful tax and financial planning advice. Regulatory Compliance Expertise: Stay informed of tax laws and regulations to ensure filings and practices are compliant and minimize risks. Audit and Authority Liaison: Support audits and manage communications with tax authorities with accuracy and professionalism. Qualifications
Education: Bachelor\'s degree in Accounting or Finance (Master\'s preferred). Certification: CPA or Enrolled Agent (EA) preferred. Experience: Minimum of 5 years as a Tax Accountant, with focus on corporate taxation. Technical Skills: Knowledge of federal, state, and local tax laws; proficiency in tax software (UltraTax); experience with QuickBooks; familiarity with Microsoft Office; experience with Thomson Reuters CS Prof. Suite / UT. Analytical Skills: Strong analytical and problem-solving abilities for complex tax situations. Independence: Ability to work independently and manage multiple deadlines. Attention to Detail: High accuracy in all tasks. Why Join Us
At Campbell & Company, we offer more than just a job. We provide an opportunity to be part of a team dedicated to making a difference in clients\' financial lives. We support professional development and offer a comprehensive benefits package. Benefits
401k plan with company match Life insurance Long-term and short-term disability insurance Paid holidays Paid Time Off Health insurance reimbursement
#J-18808-Ljbffr