Tax Accountant

 

Location: Clearwater, Florida (Hybrid)

Job Type: Full-Time

Salary: To commensurate with experience

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Description

 

Meris Advisory Group is seeking an experienced and credentialed Tax Accountant to join our growing team. This role is ideal for a licensed CPA or Enrolled Agent (EA) who is passionate about strategic tax planning and providing high-quality advisory services to individuals and small businesses. You’ll play a key role in managing complex tax engagements, ensuring compliance, and delivering proactive solutions that align with our clients’ financial goals.

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Key Responsibilities

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• Prepare and review individual, corporate, partnership, and fiduciary tax returns

• Conduct in-depth tax planning for high-net-worth individuals and business owners

• Respond to IRS and state tax notices and represent clients as needed

• Collaborate with clients to gather information, provide guidance, and resolve tax issues

• Research and interpret tax laws and regulations to ensure compliance

• Assist with quarterly estimates, year-end planning, and tax projections

• Identify tax-saving opportunities and advise clients accordingly

• Maintain accurate records and documentation in accordance with firm standards

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Qualifications

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• Active CPA license or Enrolled Agent (EA) certification (required)

• Bachelor’s degree in Accounting, Finance, or related field

• 3+ years of recent experience in tax preparation and planning

• Strong knowledge of federal and state tax laws

• Proficiency in tax software (e.g., Drake, Lacerte, or ProConnect) and Excel

• Excellent communication and client relationship skills

• Detail-oriented with strong problem-solving abilities

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Preferred Experience

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• Experience working in a public accounting firm

• Familiarity with bookkeeping or accounting cleanup