Tax Law Paraprofessional

Qualifications

• Master’s or Bachelor’s Degree in Accounting or
• 5 years experience as an accounting paraprofessional or paralegal
• Able to interact professionally with CPAs, attorneys and accounting regulators
• Excellent reading comprehension and proficient in QuickBooks Online
• Able to communicate clearly and concisely, both verbally and in writing
• Knowledge of regulatory requirements associated with tax filings
• Proactive and highly responsive to requests for documents and data from internal and external sources
• Ability to maintain strict confidentiality
• Collaborative with colleagues at all levels to deliver outstanding client service
• Currently live a reasonable commuting distance from Downtown Naples. This is a 100% on-site position.
  
  

Primary Responsibilities

• Support our CPAs to meet the requirements of complex regulatory work
• Communicate clearly, accurately and in a timely manner by telephone, email, and online portals with attorneys, regulatory representatives and our CPAs
• Provide outstanding service to clients in response to requests for documentation and analysis
• Manage the document request and collection process from initial client engagement to conclusion
• Coordinate and monitor the scheduling of projects, deliverables and related details
• Maintain appropriate policies and procedures to ensure proper compliance
• Coordinate client billing and engagement to actual results and communicate to team members
• Industry experience in Construction, Hospitality, Healthcare, High Net-Worth Individuals, Real Estate or Non-Profit a plus
• Assist with any additional projects as needed
  
  

Skills

• Strong understanding of Generally Accepted Accounting (GAAP) principles
• Highly adept at Quickbooks Online
• Highly proficient in navigating online portals to submit documentation
• Strong computer skills and ability to adapt to accounting software
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office with advanced Excel spreadsheet skills
• A highly organized multi-tasker; self-motivated and detail oriented
• Ability to work independently and effectively as a member of a team
  
  

Comprehensive Benefits

• Performance Rewards
• Discretionary Annual Bonuses
• Fridays Off – May thru December
• Paid Time Off
• Career Path
• CPA Incentive Program
• 401k Matching
• Health Insurance
• Child Care Support
• Disability Insurance
• FSA or HSA
  
  

Interested?

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