Accountant: Senior Tax Associate

Job Description

Job Description

Markham Norton Mosteller Wright & Company, P.A. (MNMW) was founded in 1979 in Fort Myers, Florida by Gail Markham. They have always been committed to the communities and the clients they have served. Over the years, we added an office in Naples, Florida while continuing to serve the entire southwest region of Florida.

Our firm was built on and remains committed to providing businesses, organizations, and individuals, value-based practical solutions for tax, accounting, business advisory services, and litigation support services

Everyone at MNMW appreciates our close relationship with our clients and works hard to earn their trust daily. We believe our team members are the best in the business and have continually provided them with ongoing professional education opportunities and the most advanced technology to allow them to perform at the highest level. We understand that our clients’ economic activities in this region make our communities such a wonderful place to visit, live, and raise families.

Position

The Senior Associate, with a focus on tax, will play a pivotal role in delivering comprehensive financial services to client within our tax practice while also assisting clients with needs from MNMW’s other practices. This role requires a driven professional with a passion for combining analytical expertise with strategic thinking to deliver exceptional results in high-pressure, dynamic environments. The Senior Associate will thrive on balancing technical precision with the ability to communicate complex financial concepts in a clear and impactful manner to diverse audiences.

Duties & Responsibilities

Client Management

• Communicates directly with clients and develops relationships through business and social meetings.
• Meets with prospective clients and cultivates prospects through referral sources.
• Define the scope of engagements, prepare proposals, and manage expectations regarding deliverables, timelines, and costs.

• Build and maintain strong relationships with clients to understand their business needs, financial situations, and goals.

• Serve as the primary contact for clients related to open projects, addressing concerns and providing updates on projects.

• Prepare and review complex tax planning projections for individual and corporate estimated tax liability

• Manage and monitor client deliverables and due dates.

• Assist with tax administration projects assigned by Tax Practice Leader.

Project Management

• Lead and oversee multiple tax projects simultaneously.
• Ensure projects are completed accurately, on time, and within budget while adhering to professional standards.
• Identify potential risks (e.g., missing data, client delays) and implement mitigation strategies, as necessary.

• Leverage current software tools for financial modeling, project tracking, and collaboration while also providing guidance on new tools that can make our work more accurate and efficient.

• Prepare simple and complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.

• Prepare simple and complex U.S. and state individual income, gift tax, and estate tax returns.

• Prepare compiled financial statements for Corporations, Partnerships, and Individuals.

• Prepare and review client working trial balance from source documents and bank statement reconciliations.

• Gains expertise in all tax software programs, including CCH AxcessTax .

• Ensure compliance with professional standards and ethical guidelines related to the work performed.

• Discuss client matters with IRS and other taxing authorities in response to tax notices.

Skills & Characteristics

• Proven experience in working within a professional office environment.

• Open and honest communication is essential to success.

• Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the public and business owners within the community.

• Highly detail-orientated leadership mindset with the ability to see the big picture, not individual ones.

• Ability to work effectively independently and as part of a team – always a “Row the Boat as a team” mentality.

• Ability to maintain the highest levels of confidentiality and act with integrity and high character.

• Excellent analytical and problem-solving skills plus process and organizational management skills.

• Ability to handle multiple priorities and meet deadlines in a fast-paced environment.

• Commitment to flexibility in constantly changing situations & needs positively.

• Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values.

• A willingness to do what it takes to be successful individually, as a practice, and as a firm.

Qualifications

• 5-10 years of tax preparation experience with a public CPA firm or private firm.
• Bachelor’s degree in accounting, finance, or a degree in a similar related field. Master’s degree in accounting, finance, or business administration is beneficial.
• CPA certification is required.
• Proficiency in business accounting, client management, and business valuation software is important.
• Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.).
• Experience with the CCH Axcess Suite of programs is beneficial, but not required.

Schedule

• 5-10 years of tax preparation experience with a public CPA firm or private firm.
• Bachelor’s degree in accounting, finance, or a degree in a similar related field. Master’s degree in accounting, finance, or business administration is beneficial.
• CPA certification is required.
• Proficiency in business accounting, client management, and business valuation software is important.
• Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.).
• Experience with the CCH Axcess Suite of programs is beneficial but not required.

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