Tax Professional


Stuart, FL

Industry: Business Services


8 - 10 years

Posted 72 days ago

  by    Martha Winger

This job is no longer available.

Tax Professional

Qualified candidates have the following skills and experience:

  • BA/BS in Accounting or Finance related degree
  • Advanced degree, MBA, or Masters in taxation preferred
  • Licensed CPA
  • CFP, CFA or PFS a plus
  • Minimum of 7 years accounting experience in tax planning and/or compliance
  • Experience with complex tax and accounting issues
  • Strong organization, computational, and analytical skills
  • Excellent time and project management skill
  • Strong professional judgement skills
  • Developed skills in self-management and prioritization
  • Strong research skills
  • Excellent human relations and communications
  • Proficiency in multiple software applications including Microsoft Office suite
  • Very detail oriented and able to function in a fast-paced environment with the ability to take initiative and be flexible

Tax Saving Professionals, a respected growing consulting firm located in Vero Beach, Florida, specializes in tax planning and preparation along with strategic wealth management and alternative investments for small business owners and high net worth individuals.

We are a boutique firm: our staff works in a collaborative environment to serve our high caliber clients. The challenges of our complex tax work and the rewards of working with a highly successful team of professionals make this an excellent opportunity for an experienced senior level tax accountant to advance their career. We are seeking qualified candidates to join our growing organization in the position of Tax Professional.

We are growing rapidly and seeking a talented, hands-on individual to work as part of a team, seeking interesting work outside of a traditional CPA firm.

Collaboration and professional growth are key components of our organization. Our entire team works together to provide excellent service to our clients. This promotes continual learning opportunities for staff as they expand their technical knowledge and develop strong relationships with firm owners, executive leadership, clients and associate professionals.

The Tax Professional is responsible for analyzing clients' tax and business structures, to formulate optimum legal and documented tax reduction and asset protection strategies and financial strategies. Meets with clients to provide tax advice, support in the retirement planning area, and deliver customized strategic plans. Research tax code changes and develops new strategies to present to the team.

We offer highly competitive compensation and benefits, including medical, dental, vision, short & long-term disability and life insurance. Each year our staff enjoys 10 days of PTO plus 10 paid holidays.

We would be honored if you applied to join our team! We are an equal opportunity employer, offering a fantastic work environment, and challenging career opportunities.