$60,000 to $85,000 Annually
Benefits Offered
401K
Employment Type
Full-Time
Why Work Here?
“Collaboration with team members on a daily basis, communication with clients, flexible schedule, work-life balance”
Are you tired of working with a firm that works you like a machine and has no work-life balance? Do you enjoy the work you are doing, with people you enjoy being around? Do you get to work directly with clients? If you are looking for more out of your career, you are looking at the right job ad. You must have an active CPA license. Must have 4+ years of tax experience, be able to prepare/review business and individual returns, answer staff questions, and communicate with clients.
We work 50 hours on average in tax season but work a normal 40 hour week outside of tax season. Very laid-back work environment and flexible schedule.
Primary Responsibilities
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses using Drake Tax software.
- Levy understanding of federal, state, and local tax laws to see that clients receive the maximum benefit permitted
- Uncover potential deductions and credits.
- 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.
- Calculate and invoice for form preparation fees.
- Consult tax law handbooks for especially difficult tax returns.
- Resolve customer complaints.
- Recommend additional products and services.
- Ensure a copy of the completed return is provided to the customer.
Position Qualifications
- 4+ years of tax preparation experience required
- Experience in accounting, finance, or bookkeeping is a plus
- Experience working in a fast-paced environment
- Required PTIN eligibility
- Bachelor’s degree in accounting required.
- Excellent interpersonal and customer service skills
- Ability to communicate in a professional manner
- Qualified applicants must be self-starters and computer literate
- Flexible to work nights and weekends as necessary
- CPA license is required
- Attention to detail
About JUSTIN ROSEN FDS INC:
We are a fast-growing CPA firm in South Tampa. We specialize in helping small to midsize companies with their tax, accounting, and payroll needs. We provide a friendly and enjoyable experience for our clients by providing the same environment for our staff.
