Accelerate Your Tax Law Expertise

and Stand Out Where There’s Room to Stand Out

We are an established, rapidly growing accounting firm in (Olde) Naples, Florida offering great pay, comprehensive benefits and Fridays off May through December. You are a highly motivated, disciplined and experienced Accounting Paraprofessional looking to broaden or deepen your skills, contribute meaningfully, accelerate your tax law expertise and achieve a work-life balance.

In this role, you’ll be responsible for assisting our CPAs with various communications, documentation and file submission tasks related to client engagements to ensure compliance with tax laws and regulatory filing deadlines. This is a great opportunity to accelerate your tax law experience with a firm that specializes in tax law. We expect and reward excellence.

This is on-site position in Naples, Florida. Please do not apply if you are outside the U.S.

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.

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

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

Matthew John Soldavini, PLLC

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