Demo

SENIOR TAX ACCOUNTANT

Kerkering Barberio & Co
FL Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Position Overview :

Senior accountants perform most work assigned with minimum direction. They help staff and in-charge personnel as they may request when client issues arise. Seniors often lead lower-level personnel and instruct them on work to be performed, review work done, and direct necessary revisions. Seniors are required to make decisions on routine accounting and tax matters and are a resource for solutions on more complicated matters. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff and In-Charge level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines.

Essential Functions :

  • Performs a broad range of accounting and tax assignments, and assumes responsibility of engagements, so that direct participation of Supervisors, Managers and Shareholders is kept to a minimum.
  • Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
  • Meets time and budget constraints and client deadlines.
  • Participates in planning and scheduling client accounting and tax engagements.
  • Directs, instructs, and trains Staff and In-Charge accountants, where applicable.
  • Prepares personal tax returns, including those that are more complex.
  • Prepares business tax returns, including those that are more complex.
  • Follows review notes, makes corrections as requested, and minimizes future incidents of corrections.
  • May review and correct tax returns and financial statements as prepared by fellow staff members.
  • Follows up on post-April 15th work required such as NOL carrybacks, amended returns, etc.
  • Joins in the development of tax planning ideas with Supervisor, Manager or Shareholder in charge of engagement.
  • Prepares routine correspondence, as requested, to clients and regulatory agencies for approval and signature of Manager or Shareholder.
  • Communicates with client and team members, as requested, in an efficient and professional manner.
  • Drafts accountant reports and financial statements, including notes and disclosures when appropriate, in accordance with professional standards.
  • Conducts research as needed.

Other Functions :

  • Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document.
  • Assumes primary responsibility (under supervision) for engagements.
  • Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for the position).
  • Participates in local civic, charitable, business, and other organizations.
  • Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
  • Begins focusing on practice development by setting personal referral source related goals.
  • Performs other duties as assigned.
  • Required Experience and Skills :

  • Proficiency with computer tax programs, spreadsheets, and word processing.
  • Demonstrates sound critical thinking, professional judgment, and decision-making skills
  • Current knowledge of accounting principles and federal, state, and local tax regulations.
  • Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
  • Effective verbal and written communication skills.
  • Conducts themselves with integrity in a responsible, professional manner and appearance.
  • Excellent organizational and time management skills.
  • Required Education : Bachelor's in accounting or related field

    Required Experience : 3 years progressive experience in public accounting

    License / Certification : CPA preferred

    Working Requirements :

  • Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
  • Occasional overtime is expected throughout the year and heavy overtime is required from January through April.
  • Flexible work from home options available.

    Compensation : $66,500.00 - $94,700.00 per year

    Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner : Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.

    Kerkering Barberio has three offices : downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's Best Small Cities to Live. As a Firm, we work in a progressive business atmosphere that embraces work / life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.

    For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.

    Salary : $66,500 - $94,700

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a SENIOR TAX ACCOUNTANT?

    Sign up to receive alerts about other jobs on the SENIOR TAX ACCOUNTANT career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $94,700 - $117,561
    Income Estimation: 
    $117,813 - $152,327
    Income Estimation: 
    $116,747 - $155,141
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $120,877 - $156,226
    Income Estimation: 
    $94,700 - $117,561
    Income Estimation: 
    $117,813 - $152,327
    Income Estimation: 
    $116,747 - $155,141
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $120,877 - $156,226
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $213,108 - $301,697
    Income Estimation: 
    $220,699 - $296,908
    Income Estimation: 
    $141,735 - $180,909
    Income Estimation: 
    $186,150 - $261,080
    Income Estimation: 
    $202,368 - $292,394
    Income Estimation: 
    $186,751 - $256,970
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $61,002 - $75,970
    Income Estimation: 
    $67,563 - $90,175
    Income Estimation: 
    $101,493 - $142,466
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $73,496 - $93,409
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Kerkering Barberio & Co

    Kerkering Barberio & Co
    Hired Organization Address Sarasota, FL Full Time
    Position Overview : Implementation Specialist is a position experienced in the pension services industry. The primary fu...
    Kerkering Barberio & Co
    Hired Organization Address Sarasota, FL Full Time
    Benefits: 401(k) 401(k) matching Competitive salary Free food & snacks Health insurance Opportunity for advancement Paid...
    Kerkering Barberio & Co
    Hired Organization Address Sarasota, FL Full Time
    Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Flexible...
    Kerkering Barberio & Co
    Hired Organization Address Tampa, FL Full Time
    Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Flexible...

    Not the job you're looking for? Here are some other SENIOR TAX ACCOUNTANT jobs in the FL area that may be a better fit.

    Seasonal Senior Tax Accountant

    The Tax And Accounting Group LLC, Vancouver, WA

    Senior Tax Accountant

    Pacific Tax Advisors, Huntington, CA

    AI Assistant is available now!

    Feel free to start your new journey!