robert halfPalm Beach, FL
Tax Accountant - Public
Tax Accountant - Public
Tax Accountant - Public
robert halfPalm Beach, FL
Apply for this role (opens in a new tab)today
Overview:
In this role you will support a boutique accounting practice in Palm Beach Gardens by delivering sophisticated tax compliance and advisory services. You will manage client relationships directly, handling multi-entity work across individuals, partnerships, corporations, and trusts. You’ll guide onboarding, file preparation, and client communication with a focus on accuracy and proactive planning. This position offers meaningful exposure to diverse client matters and a hands-on, accountable approach to service delivery.
Responsibilities:
Guide new clients through intake and gather financial records to establish complete files Prepare and finalize tax returns for individuals, partnerships, S corporations, C corporations, and trusts/estates Serve as the paid preparer on engagements, owning accuracy and compliance Discuss tax outcomes with clients and highlight planning ideas for future results Coordinate signature collection, e-file approvals, and submission tracking Address tax notices and liaise with federal, state, or local authorities Oversee day-to-day administration of a client portfolio including documentation, scheduling, extensions, and billing Build and maintain trusted client relationships as primary contact and deliver high-quality service Key requirements strong technical tax knowledge across multiple entity types clear communication and ability to explain tax treatments to clients sound judgment and high personal accountability ability to manage client relationships and dedicated on-site availability CPA licensure implied by role (not explicitly stated) experience handling tax compliance and advisory work across individuals, partnerships, S corporations, C corporations, and trusts clear communication relationship-building professional accountability tax compliance for individuals, partnerships, S corporations, C corporations, and trusts tax advisory and planning tax notices handling and resolution
Also on the board Same function, level within a rung
Level
Senior
Location
Palm Beach, FL
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
today