• Location: Lutz, Florida
  • Type: Direct Hire
  • Job #3336
  • Salary: $80,000

NextPath Career Partners is currently seeking a Tax Specialist – CPA to join our client’s team in Lutz, FL. This is an onsite, direct hire position.

SALARY: $80-120K + bonus  (depending on experience)


  • Bachelor’s Degree in Accounting or Finance related field is required.
  • Certified Public Accountant (CPA) certificate is a plus.
  • Lacerte Tax Preparation experience is strongly desired.
  • Experience preparing personal and business tax returns for clients is required.
  • Minimum 3 years of industry experience working in diverse small/mid-size businesses.


  • Responsible for preparing Wealth Management clients’ Individual Tax Returns.
  • Consulting with clients throughout the year on Tax, Business and Financial Planning matters.
  • QuickBooks for Internal accounting, Financial Statements, and Management Reports for the Firm
  • Proficient in bank reconciliations, accounts payable/receivable, and general ledger for financial statements.
  • Able to partner with planning and advisory staff to assess client tax, financial, and estate plans.

NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience to help you navigate a job change. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer 
View all open jobs: http://www.nextpathcp.com


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