Optimum RTS - Tax Associate
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Tax Associate

Location : West Palm Beach, FL
Job Type : Direct
Hours : Full Time
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Accounting / Tax Manager

Job Description :
One of South FL's leading tax and CPA consulting firms is looking for an experienced Tax Associate to ensure the accurate filing of taxes. They handle everything from analyzing financial records and researching uncommon tax issues to completing forms on behalf of clients, allowing for exceptional service. 

We offer competitive salaries ($56k - $70K +), career advancement, a lifetime referral commission structure (15% of receipts), complex work, and a flexible schedule. We believe in work/life balance and treating team members fairly. While overtime is required during tax season, we generally require significantly less than other firms. 

Job Duties 

• Prepare federal and state tax returns, extensions, tax planning calculations, and write-up work for Individuals and all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, gift and multi-state) 

• Prepares tax planning projections for individuals and entities’ estimated tax liability 

• Organizing and analyzing clients’ financial information 

• Corresponds and responds to IRS and State tax notices 

• Establishing and updating client records 

• Conducts research and prepares memorandums outlining findings and conclusions 

• Develops new and existing client relationships and demonstrates knowledge of client businesses 


• $56-70k + guaranteed Overtime or Comp Time 

• Lifetime Referral Commission Structure 

• PTO (8 Holidays, 5 Personal Days, Starts at 2 weeks of vacation to a max of 4 weeks) 

• 401(k) Plan – Firm will match 1/2 of employee contribution up to 2% 

• Group Health Insurance – Premium Paid at 75% 

• Cafeteria plan for medical expenses, childcare, and premiums • Long-term disability insurance – Paid at 100% 

• Life insurance – Paid at 100% 

• Aflac insurance policies are available at 100% employee cost 

• Dental insurance – The firm pays 100% of employees' premium 

• Reimbursement for health/gym club memberships, CPE and professional organization dues
Required Qualifications :

Tax Associate Qualifications 

• Bachelor’s Degree preferred, but not required 

• CPA or EA certification preferred, but not required 

• Up to 2 years prior experience preparing various types of tax returns for individual, businesses and trusts with a CPA firm 

• Must have experience working with high net worth individuals with complex tax situations

• Proficiency in Microsoft Office Suite and tax software, preferably Lacerte Total

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