Public Accountant

An established South Florida CPA practice serving small business owners and high-net-worth individuals is hiring a Public Accountant to own corporate tax return preparation — 1120, 1120S, and 1065 — from raw client financials through filing.

Operating for over two decades, the firm serves a loyal, largely bilingual client base spanning real estate, medical practices, retail, and trusts. Average employee tenure exceeds eight years, and the team is building a tiered preparer-to-reviewer structure to keep pace with rapid organic growth.

About the Role

Day-to-day, this role prepares 40–60 corporate returns per season, performs the write-up work behind them — opening client QuickBooks files, correcting errors, making adjusting journal entries — and communicates directly with clients to gather documentation.

Core Responsibilities

Corporate Tax Return Preparation

• Prepare complete 1120, 1120S, and 1065 returns for clients across real estate, medical, retail, and trust industries.
• Input income, expense, and balance sheet data directly into CCH Axcess, including M-1 book-to-tax reconciliations.
• Manage 40–60 returns per season across the February–April and August–October 15 filing peaks.
• Assemble complete work papers and document assumptions for partner review.

Accounting & Write-Up Work

• Analyze client QuickBooks files to identify negative balances, miscategorized transactions, and missing accounts.
• Prepare adjusting journal entries to correct books before tax preparation.
• Perform year-end close procedures and reconciliations for clients with incomplete books.
• Translate P&L and balance sheet data into accurate tax work papers.

Client Communication & Information Gathering

• Request missing documentation (1099s, K-1s, bank statements) directly from clients via email and phone.
• Flag unusual items — foreign entities, gift returns, large one-time transactions — for partner review before proceeding.
• Ask targeted clarifying questions when client financials don't reconcile.

Software & Workflow Management

• Track return status, deadlines, and deliverables in Canopy practice management software.
• Participate in bi-weekly video check-ins and daily team communication via Microsoft Teams.
• Maintain organized digital work papers in compliance with IT security protocols.

Requirements

Must-Have

• 3+ years in a small-to-midsize public accounting / CPA firm serving multiple clients across multiple industries
• Hands-on preparation of 1120, 1120S, and 1065 corporate tax returns, with 40+ returns completed in a single season
• Commercial US tax software experience: CCH Axcess, Lacerte, UltraTax, or GoSystem
• QuickBooks Online and/or Desktop proficiency, including adjusting journal entries, reconciliations, and book-to-tax cleanup
• Bachelor's degree in Accounting
• C1+ English (CEFR)
• Availability Monday–Friday 9:00 AM – 5:00 PM ET, plus 4 hours on Saturdays during tax season (February–April and August–October 15)

Nice-to-Have

• Business-level Spanish fluency
• Foreign tax compliance exposure (Form 5471, FBAR)
• IRS notice and correspondence handling experience
• Enrolled Agent (EA) credential or CPA license from any jurisdiction
• Prior review or supervision of junior tax preparers

Benefits

• Competitive Salary: Based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide