Tax Paralegal and/or Senior Executive Assistant (Two Positions)

Job Description

Job Description

Wildflower Legacy and Wealth Planning, LLC and Joao Gomes, CPA, LLC, is a professional partnership focused on providing tax services to ultra-high net worth clientele. Our clients are mainly successful private businesses and their owners. We provide a variety of other services in the form of a multi-family office, while focusing most heavily on creative income and estate tax planning. The company will be headquartered in Tampa Bay, Florida, but also has a location in South Florida.

We are seeking a Senior Executive Assistant and Tax Paralegal to join our team! You may apply to EITHER the Senior Executive Assistant position, OR the Tax Paralegal position. Preference will be given to those individuals that demonstrate the ability to serve in both roles. Please indicate in your application which position suits your skill set the best.

As a Senior Executive Assistant, you will provide high-level administrative support for two senior partners at our company. The hire will begin in November 2025. For the first six months or more, this will be a fully remote position. Beginning sometime in 2026, you will be working in a hybrid capacity, generally spending up to two to three days per week in one of our Florida office locations. The position will be located in either South Florida (Broward/Palm Beach/Dade County), or in the Tampa Bay area (Hillsborough/Pinellas/Sarasota/Pasco/Polk counties). Preference will be given to candidates living in the Tampa Bay area. Candidates MUST reside in one of these eight counties. You may need to be flexible enough to work out of the other Florida location up to 3-4 days per month on occasion.

Responsibilities of the Senior Executive Assistant:

• Handle administrative needs of all aspects of two senior Executive Partners who run the two tax divisions of our firm.
• Arrange dozens of weekly conference calls and video meetings with external and internal executives, on worldwide time zones. You must have the ability to coordinate multiple schedules for meetings with many executives across all US and European (and occasionally) Far Eastern time zones.
• Plan and arrange work-related travel details for multiple executives,
• Maintain and order all supplies and provide all office support as needed.
• Prepare detailed expense reports for executives.
• Prepare all internal accounting reports and records for the firm, including proficiency with QuickBooks, QuickBooks Pro, and other similar accounting software expertise.
• Prepare on a limited basis accounting and financial statements for clients, utilizing QuickBooks, QuickBooks Pro, and similar software.
• Additional job responsibilities are required of the Tax Paralegal, as outlined below.

​Qualifications:

• Five to 12 years of prior experience as a Senior Executive Assistant is required. At least three years must be in a field involving taxation, preferably with a law or accounting firm.
• For the Tax Paralegal position, the candidate must demonstrate at least three years of experience in a law or accounting or similar firm, focused heavily on income and multi-generational estate planning, research, and drafting all forms of tax, business, and estate planning legal documents.
• Tax Paralegal candidates must demonstrate at least three years of expertise in drafting all forms of Inter Vivos estate planning documents, including wills, complex and simple trusts, health care and living will directives, etc. Income tax planning, and drafting operating and partnership agreements is also required, as is experience in establishing legal entities for clients.
• Prior experience in professional services firms focused on affluent clientele is required.
• Preference will be given to those with both a Senior Executive Assistant and a paralegal background.
• Strong research and writing capabilities and experience must be demonstrated, including for the Senior Executive Assistant.
• Candidates with significant research, writing and drafting experience, particularly in estate planning and business law, will be given priority for this Tax Paralegal position.
• We do not work in the areas of estate administration, litigation, probate or other forms of postmortem estate planning or trust administration. Candidates with only this type of paralegal background will not be considered.
• Strong organizational skills and the ability to handle complex scheduling and calendars for multiple executives required.
• Fluent/Expert level expertise with all Microsoft 365 Office tools is required; experience with tax compliance and research software is highly desired.
• Ability to prioritize and multitask, with relevant experience in a deadline driven tax practice, is highly desirable.
• Ability to prepare basic monthly accounting and financial statements for professional services firm; expertise with QuickBooks or similar programs is required.
• Strong attention to detail, with the ability to draft and compose correspondence, legal and technical memoranda, with minimal supervision. Tax Paralegal will be expected to draft numerous legal documents.
• Live in one of the eight Florida counties specified. Ability to travel within the state up to 20% of the time, with occasional US travel for firm events.
• Tax Paralegal will need to be able to travel for a few days at a time throughout the US, up to 20% of the time, in conjunction with client meetings.
• Previous experience in a professional services firm with a significant tax practice, specifically in law or accounting, is highly desirable.
• Previous experience with tax processing and tax compliance responsibilities is also highly desirable.
• Minimum Educational requirement: Associate's Degree in Business, Legal Studies, Paralegal Studies, Accounting or Finance. Bachelor's degrees in any of these fields are strongly preferred.
• Legal authorization to work in the United States is required.
• Proficiency with spoken and written English is mandatory. Professional level mastery of Spanish and/or Portuguese is desirable.
• Demonstrated experience assisting with client representation involving the Internal Revenue Service and state taxing authorities is desired.

Company DescriptionWe are a newly formed partnership, expanding our multifamily office practice, with two locations in Florida. Our practice focuses exclusively on creative and customized tax planning and tax compliance services. We serve affluent successful business owners and their families, as well as senior corporate executives. We provide white glove service and expect all our team members to have a "client first" mentality. Exceptional client service is the hallmark of our practice. With both CPA and tax attorney backgrounds, our partners pride ourselves on deep expertise, creativity and going "above and beyond" to serve our clients. We expect our team members to adhere to these principles and expect nothing less of ourselves.

Our team members who demonstrate outstanding performance, particularly in the area of practice development, will be eligible for bonuses. We encourage all our team members to think like owners, and to benefit from their successes in building our business together. Full health, dental and vision benefits will be provided later in 2026. A 401(k) plan will be instituted as well in 2026.

Company Description

We are a newly formed partnership, expanding our multifamily office practice, with two locations in Florida. Our practice focuses exclusively on creative and customized tax planning and tax compliance services. We serve affluent successful business owners and their families, as well as senior corporate executives. We provide white glove service and expect all our team members to have a "client first" mentality. Exceptional client service is the hallmark of our practice. With both CPA and tax attorney backgrounds, our partners pride ourselves on deep expertise, creativity and going "above and beyond" to serve our clients. We expect our team members to adhere to these principles and expect nothing less of ourselves. \r\n\r\nOur team members who demonstrate outstanding performance, particularly in the area of practice development, will be eligible for bonuses. We encourage all our team members to think like owners, and to benefit from their successes in building our business together. Full health, dental and vision benefits will be provided later in 2026. A 401(k) plan will be instituted as well in 2026.