Certified Public Accountant (CPA) – Tax & Accounting

Job Overview

As a Certified Public Accountant (CPA) – Tax & Accounting at Dedicated CPA, you will prepare and review individual and business tax returns, analyze financial records, provide tax and accounting guidance, and work directly with clients and our internal accounting, bookkeeping, and client-relations teams.

This position requires strong technical tax and accounting knowledge, sound professional judgment, and the ability to identify issues, provide practical recommendations, and manage multiple client matters and deadlines.

Responsibilities

• Prepare and review federal and state individual and business tax returns, including Forms 1040, 1120, 1120-S, and 1065.
• Review tax returns and supporting documentation for accuracy, completeness, and compliance.
• Identify tax risks, errors, missing information, and tax-planning opportunities.
• Provide year-round tax planning, projections, estimated-tax calculations, and advisory services.
• Review financial statements, general ledgers, trial balances, account reconciliations, and year-end bookkeeping.
• Prepare or review adjusting journal entries and accounting corrections when necessary.
• Analyze client financial information and explain tax and accounting matters clearly and professionally.
• Assist with amended returns, IRS and state notices, tax correspondence, examinations, and taxpayer representation when applicable.
• Work closely with bookkeeping and accounting staff to ensure client records are accurate and ready for tax preparation.
• Review and provide technical guidance on work prepared by tax preparers, accountants, and bookkeepers.
• Conduct client meetings and provide practical recommendations regarding tax, accounting, and business matters.
• Monitor filing deadlines and ensure returns, extensions, elections, and related filings are completed accurately and timely.
• Conduct tax research and remain current with applicable federal and state tax laws and professional standards.
• Maintain accurate workpapers, client confidentiality, and high professional and ethical standards.

Qualifications & Skills

• Active CPA license in good standing.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Preferably 3+ years of public accounting, tax, or CPA-firm experience.
• Strong experience preparing and reviewing individual and business tax returns.
• Strong understanding of accounting principles, financial statements, general ledgers, trial balances, and account reconciliations.
• Experience with S Corporations, partnerships, C Corporations, and business-owner tax matters preferred.
• Experience with tax planning, IRS/state notices, amended returns, or taxpayer representation is highly preferred.
• Strong analytical, research, problem-solving, and financial-review skills.
• Ability to identify accounting and tax issues and recommend appropriate solutions.
• Excellent written and verbal communication skills and ability to explain complex matters clearly to clients.
• Ability to manage multiple client engagements, priorities, and deadlines.
• Experience with professional tax software, QuickBooks/QuickBooks Online, Microsoft Excel, and other accounting systems.
• Ability to review the work of other accounting professionals and provide technical guidance.
• High level of accuracy, professionalism, confidentiality, and integrity.
• Ability to work effectively with clients and internal departments in a fast-paced professional environment.
• Legal authorization to work in the United States.
• Ability to work on-site Monday–Friday in Sunrise, Florida.

What Success Looks Like

The successful candidate will do more than prepare tax returns. They will be able to evaluate a client’s overall tax and financial situation, identify problems and opportunities, communicate clearly with clients and staff, and take ownership of assigned engagements from review through completion.

Pay: $63,700.00 - $76,800.00 per year

Work Location: In person