Tax Senior - Jacksonville, Florida
Location: On Site in Jacksonville, Florida, United States
Employment type: Full-time
Salary: $90,000 - $140,000 per year
Posted: 7 months ago
Why This Role Matters
This is an excellent opportunity to join a well-established accounting team serving High Net Worth individuals, trusts, estates, non-profits, and pass-through entities. As a Tax Senior, you’ll play a key role in reviewing complex tax returns, ensuring compliance, and providing strategic tax planning insights to clients. You’ll work closely with leadership, mentor staff, and contribute to high-impact client relationships while growing your own expertise in advanced tax strategy.
How You'll Contribute
Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.
Review gift tax returns, quarterly and year-end projections, and tax workpapers.
Communicate directly with clients via phone and email to gather necessary information.
Research Federal, state, and cross-border tax issues.
Collaborate with partners and engagement teams on tax planning strategies.
Mentor, train, and supervise junior staff.
Ensure compliance and quality standards are met.
What Makes You a Great Fit
Bachelor’s degree required.
3–7 years of tax experience in public accounting or a related firm (EY, KPMG, Deloitte, RSM, Crowe, CBIZ, Anderson, or similar). This is non-negotiable.
Experience working with High Net Worth individuals and/or Family Office clients.
CPA license preferred but not required (CPA in progress or eligible is acceptable).
Proficiency with GoSystem Tax RS is a plus.
Strong communication, organizational, and review skills.
Perks & Benefits
Salary: $90,000 – $140,000.
Bonus opportunities and overtime pay for hours worked over 40/week.
2 weeks PTO.
Several health insurance plan options (50% employer paid on most plans).