Job description

Are you t ired of commuting every day, doing the work while the partner owns the client, and hearing "not yet" about partnership? Are you looking for a local remote role where the clients are yours, your bonus grows with what you bill, and partnership is a real goal? If that sounds like a fit for you, this opportunity may be the opportunity you're looking for!. FYI, we are Sound Decisions Recruiting We're Sound Decisions, a recruiting firm posting on behalf of our client. We look beyond the resume. We care about the behaviors, experience and values that make a workplace great, and we connect outstanding companies with outstanding people to build matches that last. Our approach blends proven science with real conversation, so we'll only reach out about opportunities that match your goals, strengths and working style. About Our Client and the Opportunity Take ownership of a growing tax practice within an innovative Venice, FL wealth management firm. As they scale their holistic family office services, they need a Senior Tax Accountant to lead tax preparation and serve as the cornerstone of their expanding tax team. What you get here that you may not be getting now: • No more daily commute. This role is remote, with periodic visits to the Venice office. • The clients are yours. You'll own each client file from the first document request to the final filing, and you'll be the one on the Zoom call walking clients through it. • Your billing pays you back. You'll earn a transparent bonus tied to gross billing that also builds partnership points, so your income grows with your book. • Partnership is a real goal. You'll start in core tax work and grow into financial planning and wealth advisory, on a clear path to practice leadership and partnership. • Your work gets noticed. You'll join a close, fast-growing team where your work is visible and matters. • Consistent year round engagements that lighten the load during busy season What you should know up front: • Tax season is still tax season. Expect heavy, deadline-driven hours from January to April, more office visits during peak periods, and a need to be reachable when it counts. The difference is that those hours build your own book and your path to partnership. • Day 1 is tax prep, financial planning and wealth advisory work come over time. What We Believe a Successful Candidate Has ( If you think we're wrong, come talk to us! ) Experience • CPA or Enrolled Agent (EA) certification • Bachelor's degree in Accounting; or related degree • At least 1–2 years of hands-on tax preparation at a CPA practice (no maximum) • Working knowledge of individual (1040), S-corporation (1120-S) and partnership (1065) tax law across multiple states • Strong, professional client-facing communication, including over Zoom • Proficiency in at least one professional tax or accounting package (Drake, CCH ProSystem fx, Lacerte, QuickBooks or equivalent) Abilities • You research tax questions until you have accurate, well-supported answers • You communicate clearly and professionally with clients, including over Zoom • You manage a full client workload and deadlines with minimal supervision • You know when to ask clarifying questions Expectations • You live within 100 miles of Venice, FL (for example Sarasota, Tampa, St. Pete or Fort Myers) • You can make periodic office visits, more of them during tax season, and be reachable during peak periods • You're ready to hit the ground running before peak tax season Bonus Points • Trust, estate or investment-related tax work,High net worth individuals or experience working with wealth advisors • Interest in financial planning and wealth management • Drake software experience • Comfort with AI or a strong desire to learn tech-forward tools and workflows, How a Great Candidate Shows Up • Accuracy comes first, because errors carry financial and compliance consequences for clients • You own your files and your deadlines without needing to be chased • You dig into a tax question until the answer is confident and well supported • You keep clients informed before they have to ask • You raise issues early instead of waiting until the deadline This role isn't a fit for someone who: • Needs close, day-to-day supervision to stay on track • Guesses at an answer instead of researching it • Avoids client conversations or lets follow-ups slip What You'll Learn Over time, you'll work alongside the firm's advisors on combined tax and wealth strategy, building the skills to move into financial planning and wealth advisory. What Each Day Looks Like You'll own your client files from start to finish, from data collection through preparation, filing and extensions, preparing 1040, 1120-S and 1065 returns. You'll gather clients' financial information directly, research tax questions until you have a confident answer, and get on Zoom calls to walk clients through where they stand. You'll also stay current on tax law changes and recommend tax-planning strategies that help clients lower their tax liability. Workplace arrangement • Remote and computer-based, with periodic in-office days in Venice, FL • Self-directed work with clear filing deadlines • Daily email for data collection, document requests and follow-ups • Frequent client contact by Zoom, phone and email • Regular collaboration with the firm's advisors and CPAs • A heavy pace during tax season and a lighter one in the off-season Compensation and Perks • Bonus eligible, with a generous incentive package: your bonus is based on gross billing, calculated transparently, and builds toward partnership points • Flexible remote/hybrid work • A clear path to practice leadership and partnership What You'll Accomplish in Your First 90 Days First 30 Days: Learn the firm and the clients • Get set up on the firm's tax software, document portal and workflow • Learn how the firm collects client documents, reviews returns and handles e-filing • Meet the Managing Partner, the firm's CPA and the advisors you'll work with • Review prior-year returns and files for your assigned clients • Shadow client calls to see how the firm communicates with clients By day 30: You know the firm's process from start to finish and have a clear picture of your client list. Days 31–60: Take ownership • Take over your assigned client files as the main point of contact • Send document requests and organizers, and set up a tracking system for what's missing • Handle year-end tax planning conversations and estimated payment questions • Prepare your first returns, with review from the firm's CPA • Build your tax-season calendar around the March and April deadlines By day 60: Clients know you as their tax contact, and your files are organized and ready for tax season. Days 61–90: Run your own workload • Prepare 1040, 1120-S and 1065 returns with minimal supervision • Manage your own deadlines and file extensions where needed • Research complex tax questions on your own and bring well-supported answers • Walk clients through their returns and results on Zoom • Share feedback on how the firm's tax process could run more smoothly By day 90: You're running a full client workload on your own, hitting deadlines with high accuracy, and building trust with your clients going into peak season. Interview Process Sound Decisions screen: an initial conversation with our recruiting team Sound Decisions interview: a deeper conversation about your experience and goals Client interviews: - Virtual interview with the Managing Partner - Interview with the firm's CPA - In-person meeting in Venice, FL Ready to own your book and build toward partnership? Apply today.

Requirements

Must-haves

If that sounds like a fit for you, this opportunity may be the opportunity you're looking for!.
FYI, we are Sound Decisions Recruiting
About Our Client and the Opportunity
What you get here that you may not be getting now:
No more daily commute. This role is remote, with periodic visits to the Venice office.
The clients are yours. You'll own each client file from the first document request to the final filing, and you'll be the one on the Zoom call walking clients through it.
Partnership is a real goal. You'll start in core tax work and grow into financial planning and wealth advisory, on a clear path to practice leadership and partnership.
Your work gets noticed. You'll join a close, fast-growing team where your work is visible and matters.
Consistent year round engagements that lighten the load during busy season
Day 1 is tax prep, financial planning and wealth advisory work come over time.
What We Believe a Successful Candidate Has ( If you think we're wrong, come talk to us! )
CPA or Enrolled Agent (EA) certification

Nice-to-haves

Your billing pays you back. You'll earn a transparent bonus tied to gross billing that also builds partnership points, so your income grows with your book.
Trust, estate or investment-related tax work,High net worth individuals or experience working with wealth advisors
Interest in financial planning and wealth management
Drake software experience
Comfort with AI or a strong desire to learn tech-forward tools and workflows,
How a Great Candidate Shows Up
Accuracy comes first, because errors carry financial and compliance consequences for clients
You own your files and your deadlines without needing to be chased
You dig into a tax question until the answer is confident and well supported
You keep clients informed before they have to ask
You raise issues early instead of waiting until the deadline
This role isn't a fit for someone who:

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Effort: medium

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