Job Description
Job Description
Date posted: December 10, 2025
Pay: $22.00 - $30.00 per hour
Job description:
Tax Professional — Local CPA Firm (Ocala, FL)
Location: Ocala, FL (On-site)
Job Type: Full-time
About the role
This position is with a local CPA firm serving individuals and businesses throughout Marion County and Central Florida. We’re hiring a Tax Professional to prepare, review, and advise on a wide range of tax engagements. A CPA license is not required, but relevant tax and public accounting experience is essential. If you’re detail-oriented, deadline-driven, and enjoy working directly with clients, we’d love to speak with you.
What you’ll do
- Prepare and review federal and Florida filings, including individual (1040), corporate (1120/1120‐S), partnership (1065), trust/estate (1041), and non-profit (990) returns.
- Perform tax planning and projections for individuals and closely held businesses; identify savings opportunities and risks.
- Handle SALT compliance (multi‐state returns as needed), sales & use tax, payroll tax filings, and information returns (1099s, W‐2s).
- Research tax issues; draft clear, client-ready memos summarizing conclusions and recommendations.
- Respond to and resolve IRS and Florida Department of Revenue notices; support clients through exams and correspondence.
- Prepare and/or review workpapers, trial balances, and adjusting journal entries; collaborate with bookkeeping and assurance teams on year‐end close.
- Manage multiple engagements simultaneously; maintain organized workpapers, meet filing deadlines, and uphold firm quality standards.
- Communicate proactively with clients—provide status updates, request documents, and deliver results on time.
- Contribute to process improvements, template development, and workflow best practices during and after busy season.
What you’ll bring
- 2–5+ years of recent public accounting tax experience (firm or multi‐client environment).
- Bachelor’s in Accounting, Finance, or equivalent practical experience.
- Strong working knowledge of individual and pass‐through taxation; familiarity with Florida corporate tax concepts.
- Proficiency with tax preparation software (e.g., Drake, Lacerte, UltraTax, ProSystem fx, ProConnect) and QuickBooks; strong Excel skills.
- Excellent attention to detail, time management, and written/verbal communication.
- Ability to prioritize and meet statutory deadlines; comfortable with increased workload during busy season.
- CPA or EA a plus (not required). Representation credentials (EA/CPA) helpful for notices and exams.
Schedule & work setting
- Full-time, Monday–Friday.
- Busy season: Extended hours may be required (January–April) with flexibility the remainder of the year.
- On-site in Ocala, FL
Compensation & benefits
- Competitive salary commensurate with experience.
- Performance bonus potential.
- Benefits: [Medical/Dental/Vision], 401(k) with match, PTO and paid holidays, paid continuing education/CPE, professional dues, and exam support if pursuing EA/CPA.
Why join [Your Firm Name]
- Collaborative, client-first culture with access to diverse engagements.
- Clear pathways for career growth and expanding responsibilities.
- Modern tools, standardized workpapers, and supportive leadership.
Job Type: Full-time
Benefits:
- 401(k)
- Health insurance
- Paid time off
Education:
- Associate (Preferred)
Experience:
- Tax Review: 3 years (Preferred)
- Accounting: 3 years (Preferred)
- QuickBooks: 3 years (Preferred)
Ability to Commute:
- Ocala, FL 34471 (Preferred)
Work Location: In person