Senior Accountant (CPA) / Tax Reviewer

Private Client Services | High-Net-Worth Tax | Client Advisory | Career Growth Opportunity

Compensation: $95,000–$130,000 Base + Performance Bonus

Location: Palatka, Florida

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking a Senior Accountant (CPA) / Tax Reviewer to join its expanding tax practice.

This is not a traditional senior accountant role focused solely on tax preparation.

This is an opportunity to serve as a trusted advisor to privately held businesses, business owners, and high-net-worth individuals while developing deeper expertise in tax review, planning, and client relationship management.

The ideal candidate is a technically strong CPA who enjoys working directly with clients, reviewing sophisticated returns, solving complex tax issues, and helping mentor the next generation of accounting professionals.

If you're looking for a firm where you can continue growing professionally while gaining increased exposure to advisory work and client leadership, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $95,000–$130,000 base salary
• Performance-based bonus opportunity
• High-net-worth and privately held business client exposure
• Significant client-facing responsibilities
• Strong mentorship and leadership development
• Opportunity to review sophisticated tax engagements
• Collaborative and growth-oriented culture
• Direct interaction with firm leadership
• Long-term advancement opportunities
• Professional development and training support

Exceptional candidates with significant public accounting experience, advanced technical tax expertise, or proven client relationship management skills may be considered above the posted compensation range.

The Opportunity

As a Senior Accountant / Tax Reviewer, you'll take on a critical role within the tax practice, helping ensure quality, accuracy, and strategic value across client engagements.

You'll work directly with business owners, executives, entrepreneurs, family groups, and high-net-worth individuals while expanding your expertise in tax planning, compliance, and advisory services.

This role combines:

• Tax Review & Quality Control
• High-Net-Worth Tax Planning
• Client Advisory Services
• Relationship Management
• Staff Mentorship
• Career Advancement

Key Responsibilities

Tax Review & Planning

• Perform technical reviews of partnership, S-Corporation, individual, fiduciary, and related tax returns
• Identify planning opportunities and potential tax-saving strategies
• Research complex tax issues and develop practical recommendations
• Assist clients with tax planning and compliance matters throughout the year
• Ensure work product meets the highest standards of quality and accuracy

Client Advisory

• Serve as a trusted resource for privately held business owners and high-net-worth clients
• Assist clients with business, tax, and financial planning matters
• Communicate tax strategies and recommendations clearly and effectively
• Deliver exceptional client service while strengthening long-term relationships

Leadership & Team Development

• Assist in training and developing junior professionals
• Review work and provide constructive feedback
• Share technical knowledge and best practices across the team
• Contribute to a positive, collaborative culture

Professional Growth

• Participate in networking and relationship-building opportunities
• Develop business development and client management skills
• Gain exposure to sophisticated tax planning engagements
• Continue building skills necessary for future management and leadership opportunities

Qualifications

• Bachelor's Degree in Accounting required
• Active CPA license required
• 4–6 years of public accounting experience
• Experience reviewing business and individual tax returns
• Strong understanding of partnership, S-Corporation, fiduciary, and high-net-worth taxation
• Experience with CCH Tax, Axcess, and Engagement Manager preferred
• Strong analytical, organizational, and problem-solving abilities
• Excellent written and verbal communication skills
• Commitment to exceptional client service and professional excellence

Who Thrives Here?

The ideal candidate:

• Enjoys building trusted relationships with clients
• Takes pride in producing high-quality technical work
• Thinks beyond compliance and enjoys solving complex tax challenges
• Wants greater involvement in advisory services
• Enjoys mentoring and helping develop others
• Has aspirations for future leadership opportunities
• Values professionalism, responsiveness, and continuous learning

Benefits

• Competitive compensation package
• Performance-based bonus opportunity
• Professional development and training
• Career advancement opportunities
• Meaningful mentorship and leadership exposure
• Strong collaborative culture
• High-level client interaction and advisory experience

About Our Client

Our client is an award-winning public accounting and advisory firm known for exceptional client service, technical excellence, and a commitment to helping both clients and employees thrive.

Their professionals work closely with privately held businesses, entrepreneurs, family-owned companies, and high-net-worth individuals, providing tax, advisory, accounting, succession planning, and wealth-preservation guidance designed to support long-term success.

As the firm continues to grow, they are seeking professionals who want to expand their technical expertise, build meaningful client relationships, develop leadership capabilities, and create a rewarding long-term career within public accounting.

If you're a CPA looking for a highly visible tax role with meaningful client interaction, sophisticated planning opportunities, and long-term growth potential, we'd love to speak with you confidentially.