What are the responsibilities and job description for the 📌 Accounting & Tax Manager – In-Person | Vero Beach, FL | No Tax Season Burnout position at Level Accounting & Advisory?
Are you an experienced accountant tired of the fire-drill culture in public accounting? Want to grow, make an impact, and still get home for dinner? Join us at Level Accounting & Advisory in Vero Beach, FL.
We’re not your typical accounting firm. At Level, we build deep client relationships, work on meaningful accounting and tax strategies year-round, and actually like our clients and our team. We’re hiring an Accounting & Tax Manager (ATM) to manage a section of our business clients and support our accounting team with process excellence and collaborative energy.
This is a full-time, in-person position with a stable, process-driven, people-first team.
🔍 What You’ll Do:
- Supervise the monthly accounting and tax process for a portfolio of small business clients
- Provide real-time planning, proactive insights, and practical financial guidance
- Review tax returns (1040, 1065, 1120) and manage workload throughout the year
- Support and collaborate with staff accountants to ensure accuracy and consistency
- Conduct quarterly client meetings, provide Loom video tax summaries, and build strong client relationships
- Ensure timely delivery of tax projections, estimates, and financial reports
🎯 You’re a Fit If You:
- Are a CPA or EA with 5 years of experience in accounting and tax
- Have strong experience preparing and reviewing both business and personal tax returns
- Are confident, friendly, and passionate about helping small businesses thrive
- Enjoy collaborating with a team and sharing your knowledge
- Excel in a structured, system-based environment
- Are tech-savvy and comfortable using QuickBooks, Gusto, Loom, BambooHR, and other tools
💥 Why You’ll Love It Here:
- No crazy overtime or “tax crunch” chaos
- Competitive salary production-based incentives
- Proven processes and systems that support success
- In-office role with a healthy work-life balance
- A positive team culture that values respect, fun, and growth
- Clients who appreciate your expertise and the value you bring
📍 Location:
In-person at our office in Vero Beach, Florida
We have clients in Indian River County, Florida, and in 33 states
💼 Salary & Perks:
- $70,000 – $115,000 base production-based incentives
- Health, dental, and vision insurance
- 3% retirement match
- Paid holidays generous PTO
- Growth opportunities and continuous learning
🌴 Bonus Points if You:
- Have experience working with trade-related small businesses (e.g., construction, landscaping, HVAC)
- Know how to host strategic planning conversations with clients
- Enjoy building client relationships, not just preparing returns
🚀 Ready to apply?
We’ve made the process quick and easy. Just apply online using the link provided.
At Level Accounting & Advisory, we help small businesses win—and we make sure our people win too.
Apply now and make your work matter.
Salary : $70,000 - $115,000
