Tax Accountant/Manager

Nathan Paul Finance & Accounting • Full-time • Marco Island, FL, US • $90k - $100k / year • 2d ago

Overview
Join our client's dynamic finance team as a Tax Accountant/Manager and become a vital contributor to our organization’s financial integrity and strategic growth. In this energetic role, you will be responsible for managing complex tax compliance, planning, and reporting activities, ensuring adherence to regulatory standards, and supporting various financial initiatives. Your expertise will help optimize our tax strategies while maintaining transparency and accuracy across all accounting processes. This position offers an exciting opportunity to apply your comprehensive tax experience within a collaborative environment committed to excellence and continuous improvement. PARTNER OPPORTUNITIES!!!

Duties

Prepare and review federal, state, and local tax returns, ensuring compliance with current laws and regulations.
Conduct detailed tax research on issues such as estate planning, securities law, and non-profit accounting to inform strategic decisions.
Assist with tax planning initiatives including estate planning, mergers & acquisitions, and asset management strategies.
Support internal audits by providing documentation related to SOX (Sarbanes-Oxley Act) controls and financial reporting accuracy.
Reconcile general ledger accounts, perform balance sheet reconciliations, and ensure proper account analysis using accounting software like QuickBooks, Xero, Sage, or similar tools.
Collaborate with cross-functional teams on financial report writing and interpretation to support executive decision-making.
Manage accounts payable processes related to tax payments and regulatory reporting requirements.
Contribute to budgeting activities by analyzing financial data and preparing detailed reports for management review.
Maintain up-to-date knowledge of GAAP (Generally Accepted Accounting Principles), tax laws, and industry regulations to ensure compliance.
Assist in the preparation of financial statements, including asset management reports and financial analysis documents.
Support payroll processing activities by ensuring accurate tax deductions and compliance with relevant laws.
Participate in internal control assessments related to SOX compliance and implement process improvements where necessary.

Skills

Extensive experience in tax accounting with a strong understanding of federal, state, and local tax regulations.
Proficiency in accounting software such as QuickBooks, Xero, Sage, or equivalent platforms; familiarity with financial software tools is essential.
Solid knowledge of GAAP standards, financial concepts, double entry bookkeeping, and general ledger reconciliation techniques.
Expertise in estate planning, wills & trusts law, securities law, non-profit accounting, private equity, mergers & acquisitions, and regulatory reporting.
Strong analytical skills with the ability to interpret complex financial data accurately; excellent account reconciliation skills are a must.
Ability to perform detailed financial analysis and prepare comprehensive financial report writing tailored for diverse audiences.
Familiarity with auditing procedures including SOX controls; experience supporting internal or external audits is highly desirable.
Knowledge of various accounting methods such as accrual basis accounting and cash basis accounting; experience with budgeting processes is a plus.
Technical proficiency in accounting software like QuickBooks, Xero, Sage or similar platforms; experience with payroll systems is advantageous.
Excellent understanding of financial statement preparation including balance sheets and income statements; ability to analyze financial statements effectively.
Strong communication skills for collaborating across departments on investment strategies or financial services initiatives; ability to explain complex concepts clearly is key. Embark on a rewarding career where your expertise in tax accounting will drive impactful results! We’re dedicated to fostering an inclusive environment that values innovation, precision, and professional growth—empowering you every step of the way toward achieving your career goals within a vibrant team committed to excellence in finance management.