Swan Capital - Pensacola, FL
posted 3 months ago
We are seeking a highly skilled and motivated Certified Public Accountant (CPA) or Enrolled Agent to join our established and continually growing office. The ideal candidate will have a strong background in accounting, taxation, and financial planning. As a CPA/Enrolled Agent, you will be responsible for providing comprehensive tax and financial services to our clients, ensuring compliance with all relevant regulations and maximizing their financial efficiency. This role requires excellent analytical skills, attention to detail, and the ability to communicate complex financial information effectively. In this position, you will conduct thorough reviews of client financial records, including income statements, balance sheets, and tax documents. You will prepare and file accurate tax returns for individuals, businesses, and other entities, while providing expert tax planning and advisory services to clients. Your role will involve identifying opportunities for tax savings and minimizing liabilities, as well as responding to tax notices and inquiries from regulatory authorities on behalf of clients. You will assist clients with tax audits and represent them before the Internal Revenue Service (IRS) or other tax authorities. Conducting financial analyses and creating strategic financial plans to help clients achieve their long-term financial goals will be a key part of your responsibilities. Additionally, you will advise clients on various financial matters, including investments, retirement planning, and estate planning. Staying up-to-date on changes to tax laws and regulations, and communicating these changes to clients and colleagues will be essential. Building and maintaining strong relationships with clients, providing exceptional customer service, and earning their trust and loyalty will be crucial to your success in this role. You will also collaborate with other team members, including attorneys and financial advisors, to deliver comprehensive financial solutions to clients.