ESTABLISHED (20+ YEARS) TAX AND ESTATE PLANNING FIRM SEEKING TAX ASSOCIATE - CPA IN PALM BEACH GARDENS, FL

An established (20+ years) tax and estate planning firm in Palm Beach Gardens, FL is seeking a Tax Associate - CPA with a strong background in both tax and accounting to join their team. This position supports high-net-worth clients with fiduciary accounting and tax preparation. The role requires daily in-office presence but offers flexibility to work remotely during part of the day (mornings or afternoons).

QUALIFICATIONS:

Certified Public Accountant (CPA) license
Experience preparing Forms 1040, 1041, 706, 709 (experience with 1065, 1120S, FBAR, and 1099 a plus)
Proficient in Excel; experience with QuickBooks or fiduciary accounting preferred
Familiarity with broker statements and financial transaction analysis
Experience using CCH or similar tax software
Detail-oriented with excellent written and verbal communication skills
Ability to collaborate with attorneys and clients on sensitive tax and estate matters

BENEFITS

• For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/04/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
  CyberCoders is proud to be an Equal Opportunity Employer
  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements

Complete entry-level tax work including rolling forward and updating Excel workpapers
Prepare and process individual, trust, and estate tax returns
Scan, organize, and track tax documents and monthly statements
Maintain and update the tax calendar using CCH
Correspond with clients to gather and clarify tax-related information
Support fiduciary accounting processes and help import transactions
Work closely with attorneys to gather client financial and estate planning details