Tax accountant jobs in San Carlos Park, FL

Job DescriptionDescription: We are seeking a detail-oriented Staff Accountant to join our finance team. This role is critical in supporting our accounting operations and ensuring the accuracy and integrity of financial information. The Staff Accountant will handle general ledger maintenance, reconcile accounts, assist in preparing financial statements, and ensure adherence to GAAP standards. If you have a passion for accounting, strong attention to detail, and a desire to contribute to a dynamic and growing organization, we want to hear from you. Key Responsibilities: Prepare, review, and post journal entries in accordance with GAAP Reconcile bank accounts, credit card statements, and general ledger accounts Support the preparation of financial statements (balance sheet, income statement) Execute month-end, quarter-end, and year-end close processes Track and maintain fixed asset records and depreciation schedules Provide support during internal and external audits, including documentation and resolution of inquiries Stay informed on changes in financial regulations and contribute to process improvements Qualifications: Bachelor's degree in Accounting, Finance, or a related discipline 1-3 years of relevant accounting experience (preferred) Proficiency in Microsoft Office, especially Excel (e.g., pivot tables, VLOOKUP, formulas) Strong knowledge of GAAP and financial reporting principles Strong analytical, communication, and presentation skills Demonstrated ability to manage priorities in a fast-paced environment Skills and Certifications: Working knowledge of financial compliance and reporting Experience with NetSuite a plus CPA certification or progress toward CPA preferred Powered by JazzHR GWKOvu4wCl

Senior Tax Accountant / Tax Supervisor - Fort Myers, Florida Morling & Company Morling & Company is expanding into the Fort Myers market, and we're seeking a highly skilled Senior Tax Accountant / Tax Supervisor who is ready to take on a leadership role in a growing office. If you're looking for a position where your expertise is valued, your ideas matter, and your career trajectory can accelerate, this is the opportunity you've been working for. About Morling & Company Morling & Company is a full-service tax, accounting, and business consulting firm dedicated to delivering professional, responsive, and high-quality service. Our mission is to Maximize Your Financial Well-Being through thoughtful tax planning, exceptional service, and strategic financial guidance. We work with individuals, business owners, executives, and professionals across a wide range of industries. As we build our new Fort Myers office, you'll help bring our established reputation for excellence to a new and growing client base. The Opportunity This role offers the chance to step into a senior-level seat with real responsibility and the ability to shape how our new office grows. You will review complex tax returns, assist with mentoring junior staff, work closely with clients, and support leadership in delivering top-tier service. For the right candidate, this position has a strong upward trajectory -- ideal for someone who wants future growth into management or partner-track roles. Why Join Morling & Company in Fort Myers? Play an integral role in launching and developing a brand-new office in a vibrant, fast-growing Florida market. Advance your career faster with a firm that supports leadership development and internal promotion. Work in a values-driven environment built on professionalism, responsiveness, and quality. Gain exposure to diverse, sophisticated clients with complex needs that grow your expertise. Benefit from a collaborative culture that emphasizes learning, innovation, and long-term career success. Make a meaningful impact on a firm that is expanding with intention and purpose. Key Responsibilities Prepare and review complex individual, corporate, and partnership tax returns. Conduct tax research and assist with strategic tax planning for clients. Work directly with clients to gather information, answer questions, and build strong relationships. Help guide and mentor staff accountants; support training and development initiatives. Identify process improvements and assist in shaping workflows for the growing Fort Myers office. Support Tax Manager and firm leadership with special projects and advisory work as needed. Who You Are CPA or EA preferred; candidates actively pursuing licensure will also be considered. 3-6+ years of tax preparation and review experience in public accounting. Strong understanding of individual, corporate, and partnership taxation. Excellent communication skills; comfortable interacting directly with clients. Apply Today If you're a driven tax professional who wants to take the next step in your career, be part of a new office launch, and join a firm with a strong reputation for excellence, we encourage you to apply. Join Morling & Company and grow with a firm that invests in both its clients and its people.

MY Shower Door is the premier provider of Frameless Glass Shower Enclosures. This family-owned business has been successfully manufacturing, designing, and installing luxury glass enclosures for over 20 years! With a team of over 180 employees, we currently maintain 11 locations throughout Florida & North Carolina. We pride ourselves on providing our clients with an exceptional customer experience with each interaction and we credit that to our Incredible Team! If you are you are a detail-oriented, analytical, and proactive accounting professional looking to grow your career with a dynamic company, you have come to the right place! Job Summary: We are seeking a full-time Staff Accountant to join our Accounting team. This position plays a key role in maintaining accurate financial records and supporting the overall financial operations of the company. As a Staff Accountant, you will be responsible for performing general accounting functions, reconciling accounts, preparing reports, and assisting with month-end and year-end processes. You will work closely with the Accounting Manager to ensure compliance and efficiency across all accounting activities. Job Responsibilities: Assist with month-end close: reconciliations, journal entries, inventory, and other reporting Track and post intercompany transactions and reimbursements Calculate and remit monthly sales tax Support maintenance of glass and wholesale price lists Perform employee benefit billing and deduction reconciliations Maintain showroom rent schedules and utility accounts Manage company credit card reconciliation, posting, and payments Assist with vendor management, including 1099s, W-9s, credit applications, payment terms, and discounts Process and post customer payments, prepare invoices, and manage deposits Handle billing for AIA contracts, resolve discrepancies, and prepare close-out documentation Respond to customer balance inquiries and follow up on outstanding payments Support Accounts Payable, Accounts Receivable, and Order Entry functions Maintain organized records and files Job Requirements: 2+ years of accounting experience or related field Strong understanding of GAAP principles Advanced Microsoft Excel skills Experience with QuickBooks Desktop and/or SAP is a plus High level of accuracy, attention to detail, and organizational skills Ability to work independently and collaboratively in a team environment Excellent communication and problem-solving skills We offer: Excellent Health, Dental, and Vision Benefits A generous 401k Employer Match Company Paid Holidays Paid Time Off Positive & collaborative work environment Hours: Monday - Friday, 8:30 am - 4:30 pm

MY Shower Door is the premier provider of Frameless Glass Shower Enclosures. This family-owned business has been successfully manufacturing, designing, and installing luxury glass enclosures for over 20 years! With a team of over 180 employees, we currently maintain 11 locations throughout Florida & North Carolina. We pride ourselves on providing our clients with an exceptional customer experience with each interaction and we credit that to our Incredible Team! If you are you are a detail-oriented, analytical, and proactive accounting professional looking to grow your career with a dynamic company, you have come to the right place! Job Summary: We are seeking a full-time Staff Accountant to join our Accounting team. This position plays a key role in maintaining accurate financial records and supporting the overall financial operations of the company. As a Staff Accountant, you will be responsible for performing general accounting functions, reconciling accounts, preparing reports, and assisting with month-end and year-end processes. You will work closely with the Accounting Manager to ensure compliance and efficiency across all accounting activities. Job Responsibilities: * Assist with month-end close: reconciliations, journal entries, inventory, and other reporting * Track and post intercompany transactions and reimbursements * Calculate and remit monthly sales tax * Support maintenance of glass and wholesale price lists * Perform employee benefit billing and deduction reconciliations * Maintain showroom rent schedules and utility accounts * Manage company credit card reconciliation, posting, and payments * Assist with vendor management, including 1099s, W-9s, credit applications, payment terms, and discounts * Process and post customer payments, prepare invoices, and manage deposits * Handle billing for AIA contracts, resolve discrepancies, and prepare close-out documentation * Respond to customer balance inquiries and follow up on outstanding payments * Support Accounts Payable, Accounts Receivable, and Order Entry functions * Maintain organized records and files Job Requirements: * 2+ years of accounting experience or related field * Strong understanding of GAAP principles * Advanced Microsoft Excel skills * Experience with QuickBooks Desktop and/or SAP is a plus * High level of accuracy, attention to detail, and organizational skills * Ability to work independently and collaboratively in a team environment * Excellent communication and problem-solving skills We offer: * Excellent Health, Dental, and Vision Benefits * A generous 401k Employer Match * Company Paid Holidays * Paid Time Off * Positive & collaborative work environment Hours: Monday - Friday, 8:30 am - 4:30 pm

MY Shower Door is the premier provider of Frameless Glass Shower Enclosures. This family-owned business has been successfully manufacturing, designing, and installing luxury glass enclosures for over 20 years! With a team of over 180 employees, we currently maintain 11 locations throughout Florida & North Carolina. We pride ourselves on providing our clients with an exceptional customer experience with each interaction and we credit that to our Incredible Team! If you are you are a detail-oriented, analytical, and proactive accounting professional looking to grow your career with a dynamic company, you have come to the right place! Job Summary: We are seeking a full-time Staff Accountant to join our Accounting team. This position plays a key role in maintaining accurate financial records and supporting the overall financial operations of the company. As a Staff Accountant, you will be responsible for performing general accounting functions, reconciling accounts, preparing reports, and assisting with month-end and year-end processes. You will work closely with the Accounting Manager to ensure compliance and efficiency across all accounting activities. Job Responsibilities: Assist with month-end close: reconciliations, journal entries, inventory, and other reporting Track and post intercompany transactions and reimbursements Calculate and remit monthly sales tax Support maintenance of glass and wholesale price lists Perform employee benefit billing and deduction reconciliations Maintain showroom rent schedules and utility accounts Manage company credit card reconciliation, posting, and payments Assist with vendor management, including 1099s, W-9s, credit applications, payment terms, and discounts Process and post customer payments, prepare invoices, and manage deposits Handle billing for AIA contracts, resolve discrepancies, and prepare close-out documentation Respond to customer balance inquiries and follow up on outstanding payments Support Accounts Payable, Accounts Receivable, and Order Entry functions Maintain organized records and files Job Requirements: 2+ years of accounting experience or related field Strong understanding of GAAP principles Advanced Microsoft Excel skills Experience with QuickBooks Desktop and/or SAP is a plus High level of accuracy, attention to detail, and organizational skills Ability to work independently and collaboratively in a team environment Excellent communication and problem-solving skills We offer: Excellent Health, Dental, and Vision Benefits A generous 401k Employer Match Company Paid Holidays Paid Time Off Positive & collaborative work environment Hours: Monday - Friday, 8:30 am - 4:30 pm

Job Description Staff Accountant MY Shower Door is the premier provider of Frameless Glass Shower Enclosures. This family-owned business has been successfully manufacturing, designing, and installing luxury glass enclosures for over 20 years! With a team of over 180 employees, we currently maintain 11 locations throughout Florida & North Carolina. We pride ourselves on providing our clients with an exceptional customer experience with each interaction and we credit that to our Incredible Team! If you are you are a detail-oriented, analytical, and proactive accounting professional looking to grow your career with a dynamic company, you have come to the right place! Job Summary: We are seeking a full-time Staff Accountant to join our Accounting team. This position plays a key role in maintaining accurate financial records and supporting the overall financial operations of the company. As a Staff Accountant, you will be responsible for performing general accounting functions, reconciling accounts, preparing reports, and assisting with month-end and year-end processes. You will work closely with the Accounting Manager to ensure compliance and efficiency across all accounting activities. Job Responsibilities: Assist with month-end close: reconciliations, journal entries, inventory, and other reporting Track and post intercompany transactions and reimbursements Calculate and remit monthly sales tax Support maintenance of glass and wholesale price lists Perform employee benefit billing and deduction reconciliations Maintain showroom rent schedules and utility accounts Manage company credit card reconciliation, posting, and payments Assist with vendor management, including 1099s, W-9s, credit applications, payment terms, and discounts Process and post customer payments, prepare invoices, and manage deposits Handle billing for AIA contracts, resolve discrepancies, and prepare close-out documentation Respond to customer balance inquiries and follow up on outstanding payments Support Accounts Payable, Accounts Receivable, and Order Entry functions Maintain organized records and files Job Requirements: 2+ years of accounting experience or related field Strong understanding of GAAP principles Advanced Microsoft Excel skills Experience with QuickBooks Desktop and/or SAP is a plus High level of accuracy, attention to detail, and organizational skills Ability to work independently and collaboratively in a team environment Excellent communication and problem-solving skills We offer: Excellent Health, Dental, and Vision Benefits A generous 401k Employer Match Company Paid Holidays Paid Time Off Positive & collaborative work environment Hours: Monday - Friday, 8:30 am - 4:30 pm

Job Description Title: Seasonal Tax Associate Reports to: Tax Practice Leader Pay: $25-$50/hour Organization Our client is a highly respected and long-established public accounting and advisory firm headquartered in Southwest Florida. They are multi-year winner of one of the Best Places to Work, by Accounting Today magazine, and Best Companies to Work for, by Florida Trend magazine, along with being recognized as one of the Top 500 CPA firms in the U.S. by Inside Public Accounting. With a strong commitment to client service and community impact, they offer a range of value-driven solutions in tax, accounting, litigation support, and business advisory services. The firm fosters a team-oriented, growth-focused environment where professionals are empowered with the latest tools and training to succeed at the highest levels of performance. They take pride in the strong, lasting relationships they build with clients and are equally dedicated to maintaining a collaborative and inclusive culture internally. Position The Seasonal Tax Associate position will play a pivotal role in delivering comprehensive tax services to clients within our tax practice. The employment term will run from approximately January 15th through April 30th of each year. This role requires a driven professional with a passion for combining analytical abilities with strategic, common sense thinking to deliver accurate results in fast-paced, dynamic environments. The Seasonal Tax Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels. This role is a perfect opportunity for someone wanting to enjoy the winter in Florida while also working a professional job. Duties & Responsibilities Reviews tax information submitted by client for completeness; meets with, emails, or calls clients with questions. Possesses knowledge of tax regulations to answer clients' questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners. Prepare personal tax returns of varying complexity to show the ability to grow and expand one's technical knowledge. Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one's technical knowledge. Responds to tax notices of any sort and does initial drafts of any letters required. Performs tax research projects requiring minimal expertise to serve client needs and to build one's technical knowledge base. Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099's, and payroll tax returns. Skills & Characteristics Proven experience in working within a professional office environment. Open and honest communication is essential to success. Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the general public and business owners within the community. Highly detail-orientated leadership mindset with the ability to see the big picture, not individual ones. Ability to work effectively independently and as part of a team - always a “Row the Boat as a team” mentality. Ability to maintain the highest levels of confidentiality and act with integrity and high character. Excellent analytical and problem-solving skills plus process and organizational management skills. Ability to handle multiple priorities and meet deadlines in a fast-paced environment. Commitment to flexibility in constantly changing situations & needs positively. Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values. A willingness to do what it takes to be successful individually, as a practice, and as a firm. Qualifications 3-5+ years of progressive tax experience with a CPA firm or national tax service. Bachelor's degree in Accounting, Finance, or a degree in a similar related field. Master degree in Taxation or Business Administration is beneficial. A CPA or EA designation, and/or 5 years of documentable tax experience is beneficial. Strong knowledge of federal and state (especially Florida) tax laws and regulations related to construction. Proficiency in tax preparation software from CCH Axcess, Thomsen-Reuters, or similar tax software. Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.). Schedule Normal Office Hours: Monday thru Friday, 800A - 500P. As a seasonal tax associate, the employment would be from January 15th - April 30th to coincide with the tax season. This position within the tax practice would NOT require typical tax season hours, and total hours worked per week are negotiable. Hybrid work opportunities may be available with approval of practice leader, but this is an in-office role with some flexibility. Position is based out of either their Fort Myers, FL or Naples, FL offices. #hc194464

Naturipe Farms is a grower-owned producer of wholesome, good-for-you fresh berries, nurtured by working family farmers. From small family homesteads to large estates, our growers are defined by their care for nature. At Naturipe, sustainability is the foundation of every decision we make. It is a priority in all aspects of our company and farming operations across the globe. Unique to the fresh produce industry, Naturipe is a partnership between a number of highly esteemed fresh berry growers: About the role: Responsible for the general ledger and monthly financial statements and other associated reports for subcontracted companies. Creates, compiles and analyzes financial, sales, production and marketing data and reports for Hortifrut subsidiaries. Will add value by assisting company leaders in recognizing financial opportunities and issues. Requirements What you will accomplish: Responsible for maintaining all accounts in SAP. Review and verify the accuracy of all postings to the general ledger through special analysis, monthly reconciliations, and maintenance of subsidiary ledgers. Publish financial statements at month end. Prepare monthly schedules, sales analysis and other reports. Prepare and review monthly financial statements to ensure flawless accuracy. Maintains fixed assets and depreciation schedules. Monitors and updates capital budget report. Balance the inventory boards making sure there is not disruption to sales operations. Prepare weekly liquidations to growers in different regions and for different commodities. Identify and analyze trends in the company's numbers and reports. Perform detailed financial statement analyses. Prepare quarterly guidance and monthly financial update materials for internal teams to help leaders track to their annual targets. Assist with the budgeting process and continuous variance analysis. Be an expert at building financial models and evaluating data to better understand the complex relationships in our business. Execute special projects as directed. This should describe you: Bachelor's Degree in Accounting or Finance with 6+ years in partnership accounting and financial reporting to management gained in a combination of Public Accounting and Industry. Advanced computer knowledge and experience required. Experience with SAP, MS Word, Excel, and Outlook required. SAC and cloud services and analytics knowledge a plus. Ability to work in a professional, confident manner. Proficiency with communicating in Spanish required. Sound prioritization and time management skills. Utilize computer systems and files in an organized and efficient manner. Ability to accept responsibility and make competent decisions independently. Ability to problem solve independently. Willing to work after hours if needed. Must be detail-oriented for accurate reporting. Here's who you'll work with: You'll work with a small but highly talented and committed finance team while reporting to a highly collaborative Controller for Naturipe Farms. Your ideas will be encouraged as you partner with the team to consistently bring value and enhance Naturipe's position in the marketplace. Benefits and perks: Medical, Dental, Vision insurance. Flexible Spend accounts, Life benefits, short and long term disability, generous 401K plan with company match, and a generous time-off program. Here's how you can introduce yourself: Please apply with your resume and salary goals

Job Description The purpose of this position is to provide support to department activities with specific responsibility for the processing, recording, updating, and reconciling fiscal information in compliance with established policies, providing instructions, recommendations and/or accounting support to other personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties are normal for this position. This list is not to be construed as exclusive or all inclusive. Other duties may be required and assigned. Performs key month end closing entries to include Revenue, Payroll, Prepaids, Accruals, Reclass Entries, Fixed Assets, and Community Credit Cards. Performs all functions associated with proper processing of accounting items. Ensure adherence to month-end close deadlines and deliverables. Perform monthly balance sheet reconciliations. Relies on experience and judgment to plan and accomplish goals. Assists auditors with supporting documentation and/or information on internal process that is required for audit Responds to the Communities' questions and assists with requests Manages “recurring transactions” to ensure they are properly recorded and paid in a timely manner Responsible for managing and reconciliation of balances of the corporate credit card accounts Resolves any invoicing payment issues Other duties and projects as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Educational Requirements and Experience: Bachelor Degree in Accounting preferred. Minimum of two years' experience in bookkeeping or accounting. Proficient Excel knowledge (VLOOKUP's, pivot table). Intermediate understanding of basic accounting principles and practices required Knowledge, Skills, and Abilities: Language Ability: Effective communication skills both verbally and written Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Mathematical Skills: Above average mathematical skills including concepts such as probability, statistical inference, and fundamentals of plane and solid. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations Strong computer skills including Microsoft Windows and proficiency in Excel Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form Computer Skills: Cognitive Demands: Competencies: Able to work with a minimum of supervision while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Strong work ethic and emphasis on attention to details Must be results-driven and goal oriented Must be cognitive and able to work under pressure and meet deadlines The ability to multi-task and complete assignments accurately and in a timely manner Analytical problem-solving ability Must be supportive of team-spirited environment

Job Description Fiduciary Accountant - Boutique Law Firm in Naples, FL About the Firm: Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite attorneys and knowledgeable staff bring over 35 years of experience to support our clients. We are seeking a seasoned Fiduciary Accountant (CPA) to join our collaborative team and play a vital role in the financial and tax aspects of our trust and estate practice. Position Summary: The Fiduciary Accountant will manage all accounting, reporting, and tax preparation related to estates, trusts, and related entities. The ideal candidate will possess deep expertise in fiduciary accounting principles, estate and gift tax compliance, and trust administration. This role requires direct experience working within a law firm environment and handling complex estate accounting matters for high-net-worth clients. Key Responsibilities: Prepare fiduciary income tax returns (Forms 1041, 706, and 709) and related schedules. Maintain detailed accounting records for trusts and estates, ensuring compliance with all applicable laws and regulations. Coordinate with attorneys, paralegals, and clients on estate and trust administration matters. Prepare and reconcile fiduciary accountings for court filings and beneficiary review. Calculate and allocate income, principal, and expenses according to trust and estate documents. Support attorneys with estate settlement processes, including inventory preparation, valuations, and distributions. Communicate effectively with clients, beneficiaries, and financial institutions to resolve accounting and tax issues. Stay current on tax laws, estate and trust regulations, and fiduciary accounting standards. Assist in developing best practices and improving internal accounting procedures. Qualifications: Active CPA license (required). 5+ years of fiduciary or trust accounting experience in a law firm or trust/estate administration setting. In-depth knowledge of Forms 706 (Estate Tax) and 709 (Gift Tax) filings. Strong familiarity with trust accounting software and tax preparation platforms. Exceptional attention to detail, accuracy, and organizational skills. Strong communication and client service orientation. Bachelor's degree in Accounting, Finance, or related field (Master's in Taxation preferred). Compensation & Benefits: Competitive salary commensurate with experience. Comprehensive benefits package including health, dental, and vision coverage. Paid time off and firm holidays. Supportive, team-oriented environment with opportunities for professional growth.

Job Description Organization Markham Norton Mosteller Wright & Company, P.A. (MNMW) was founded in 1979 in Fort Myers, Florida by Gail Markham. They have always been committed to the communities and the clients they have served. Over the years, we added an office in Naples, Florida while continuing to serve the entire southwest region of Florida. Our firm was built on and remains committed to providing businesses, organizations, and individuals value-based practical solutions for tax, accounting, business advisory services, and litigation support services. Everyone at MNMW appreciates our close relationship with our clients and works hard to earn their trust daily. We believe our team members are the best in the business and have continually provided them with ongoing professional education opportunities and the most advanced technology to allow them to perform at the highest level. We understand that our clients' economic activities in this region make our communities such a wonderful place to visit, live and raise families. Position The Seasonal Associate, with a focus on tax, will play a pivotal role in delivering comprehensive tax services to clients within our tax practice. The employment term will run from approximately January 15th through April 30th of each year. This role requires a driven professional with a passion for combining analytical abilities with strategic, common sense thinking to deliver accurate results in fast-paced, dynamic environments. The Seasonal Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels. Duties & Responsibilities • Reviews tax information submitted by client for completeness; meets with, emails, or calls clients with questions. • Possesses knowledge of tax regulations to answer clients' questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners. • Prepare personal tax returns of varying complexity to show the ability to grow and expand one's technical knowledge. • Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one's technical knowledge. • Prepares amended and carry back returns for NOLs that are simple to moderately complex. • Prepares personal tax projections through use of computer software and detailed client information. • Prepares compiled financial statements, under supervision, and performs small business bookkeeping duties, as it relates to preparing a client's final year-end information for tax preparation purposes. These responsibilities would include bank reconciliations, general ledger review and maintenance, preparing adjusting journal entries and preparation of basic financial statements in QuickBooks. • Responds to tax notices of any sort and does initial drafts of any letters required. • Performs tax research projects requiring minimal expertise to serve client needs and to build one's technical knowledge base. • Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099's, and payroll tax returns. Skills & Characteristics • Willingness to adapt to and grow inside a highly professional environment. • Open and honest communication is essential to success. • Possess advanced oral, written & presentation skills to communicate effectively. • Ability to work effectively independently and as part of a team - always a “Row the Boat as a team” mentality. • Ability to maintain the highest levels of confidentiality and act with integrity and high character. • Strong analytical and problem-solving skills plus a willingness to develop stronger process and organizational management skills. • Ability to handle multiple priorities and meet deadlines in a fast-paced environment. • Commitment to flexibility in constantly changing situations & needs positively while keeping one's goals in mind. • Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values. • A willingness to do what it takes to be successful individually, as a practice, and as a firm. Qualifications • Bachelor's degree in accounting, finance, or a degree in a similar related field. Master's degree in accounting or business administration, or in the process of obtaining, is beneficial. • • A CPA or EA designation, and/or 10 years of documentable tax experience is required. • Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.). • An understanding of tax and accounting software (Thomsen-Reuters, CCH, Intuit, etc) is beneficial, but not required. Schedule • Normal Office Hours: Monday thru Friday, 800A - 500P • As a seasonal tax associate the employment would be from January 15th -April 30th to coincide with the tax season. • This position within the tax practice would require a weekly investment of 40-50 hours depending on the needs of the firm during a particular week. • Hybrid work opportunities may be available with approval of practice leader but office hours are required throughout the tax season. • Position is based in either the Fort Myers, FL or Naples, FL office. #hc190196

Accountant will prepare financial reports, perform account reconciliations, assist with budget and close processes, conduct internal audits, and assist with tax audits and tax returns. Duties and Responsibilities: · Lead the accounting conversion from QuickBooks to NetSuite and NetSuite implementation · Monitor and process account payable · Post and reconcile payroll to QuickBooks and NetSuite · Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable. · Creates invoices according to company practices; submits invoices to customers. · Maintains and updates customer files, including name or address changes, mergers, or mailing attentions. · Monitor accounts to identify overdue payments. · Find and contact debtors to arrange debt payoffs, drafts correspondence for standard past-due accounts and collections, and follow-up as necessary. · Resolve billing, customer credit issues, and customer discrepancies. · Creates reports regarding the status of customer accounts as requested. · Assists in generating monthly billing statements. · Research and implement effective collection techniques. · Perform general office duties, such as filing, answering telephones, and handling routine correspondence. · This job description is not intended to be all-inclusive. Employee may perform other related duties as needed to meet the ongoing needs of the organization. Requirements Required Skills/Abilities: NetSuite administration/implementation experience required Knowledge of generally accepted accounting principles (GAAP). Ability to use accounting software to record, store, and analyze financial data. Strong written and oral communication skills. Strong interpersonal and customer service skills. Strong organizational skills and attention to detail. Proficient with Microsoft Office Suite or related software. Minimum Education and Experience: • Bachelor's degree in accounting or related field • Three years of accounting and collections experience required. • Knowledge and experience with QuickBooks Salary Description Starting at $70k/year

River Bend Administration is seeking a highly motivated tax professional to join the organization as a Tax Accountant. River Bend offers a unique opportunity to acquire immediate experience working on highly sophisticated matters in a supportive and collegial family office environment. New and recent graduates are welcome to apply. This position reports to the Director of Tax and works collaboratively with other members of the Family Trust Company (“FTC”) team and the family's advisory team. About River Bend Administration, LLC River Bend Administration is an affiliate of River Bend Holdings, a private family trust company serving the trust administration needs of the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Walton's family. This is an exciting time to be part of this world class team. About the Position All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check, and drug screen. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work. River Bend Holdings is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. . Responsibilities What you will do The Tax Accountant will be responsible for supporting the annual tax planning and compliance processes for a multi-generational family, under supervision of the Director of Tax. The role provides exposure to several different trust structures and other entities served by the FTC, all of which have their own unique challenges and complexities. Specific responsibilities will include: Preparing and/or reviewing federal and state tax returns for simple trusts, complex trusts, charitable trusts, corporations, and partnerships. Gathering tax information and preparing the tax workpapers and projections on a quarterly and annual basis. Preparing and/or reviewing reporting requirements for cross-border tax compliance, such as foreign corporations and partnerships Conducting tax research, drafting tax memoranda, and composing quantitative projections and models Identifying and communicating significant tax matters to the Director of Tax and FTC colleagues Communicating complex tax issues to non-tax professionals and colleagues Liaising and developing relationships with our outside accountants, legal team, and other advisors Recognizing and reacting to risks and opportunities to improve our services and processes Performing other duties as required and necessary to accomplish goals and objectives Qualifications Qualifications required for your success The Tax Accountant must possess the following professional qualifications: A bachelors' degree from an accredited university in accounting, finance, or related field Familiarity with basic tax and accounting concepts Proficiency with Microsoft Office (Excel, Power Point, Word, etc.) A commitment to continuing your learning and development Able to interact diplomatically with all levels of River Bend staff, clients, and outside contacts Additional Helpful Experience and Qualifications Includes Experience preparing federal and state income tax returns is a plus Have obtained or have active progress towards a CPA certification (or equivalent) Work experience or internship at an accounting firm, financial institution, or family office

We are seeking a detail-oriented Staff Accountant to join our finance team. This role is critical in supporting our accounting operations and ensuring the accuracy and integrity of financial information. The Staff Accountant will handle general ledger maintenance, reconcile accounts, assist in preparing financial statements, and ensure adherence to GAAP standards. If you have a passion for accounting, strong attention to detail, and a desire to contribute to a dynamic and growing organization, we want to hear from you. Key Responsibilities: * Prepare, review, and post journal entries in accordance with GAAP * Reconcile bank accounts, credit card statements, and general ledger accounts * Support the preparation of financial statements (balance sheet, income statement) * Execute month-end, quarter-end, and year-end close processes * Track and maintain fixed asset records and depreciation schedules * Provide support during internal and external audits, including documentation and resolution of inquiries * Stay informed on changes in financial regulations and contribute to process improvements Qualifications: * Bachelor's degree in Accounting, Finance, or a related discipline * 1-3 years of relevant accounting experience (preferred) * Proficiency in Microsoft Office, especially Excel (e.g., pivot tables, VLOOKUP, formulas) * Strong knowledge of GAAP and financial reporting principles * Strong analytical, communication, and presentation skills * Demonstrated ability to manage priorities in a fast-paced environment Skills and Certifications: * Working knowledge of financial compliance and reporting * Experience with NetSuite a plus * CPA certification or progress toward CPA preferred

Title: Seasonal Tax Associate Reports to: Tax Practice Leader Pay: $25-$50/hour Organization Our client is a highly respected and long-established public accounting and advisory firm headquartered in Southwest Florida. They are multi-year winner of one of the Best Places to Work, by Accounting Today magazine, and Best Companies to Work for, by Florida Trend magazine, along with being recognized as one of the Top 500 CPA firms in the U.S. by Inside Public Accounting. With a strong commitment to client service and community impact, they offer a range of value-driven solutions in tax, accounting, litigation support, and business advisory services. The firm fosters a team-oriented, growth-focused environment where professionals are empowered with the latest tools and training to succeed at the highest levels of performance. They take pride in the strong, lasting relationships they build with clients and are equally dedicated to maintaining a collaborative and inclusive culture internally. Position The Seasonal Tax Associate position will play a pivotal role in delivering comprehensive tax services to clients within our tax practice. The employment term will run from approximately January 15 th through April 30 th of each year. This role requires a driven professional with a passion for combining analytical abilities with strategic, common sense thinking to deliver accurate results in fast-paced, dynamic environments. The Seasonal Tax Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels. This role is a perfect opportunity for someone wanting to enjoy the winter in Florida while also working a professional job. Duties & Responsibilities Reviews tax information submitted by client for completeness; meets with, emails, or calls clients with questions. Possesses knowledge of tax regulations to answer clients' questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners. Prepare personal tax returns of varying complexity to show the ability to grow and expand one's technical knowledge. Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one's technical knowledge. Responds to tax notices of any sort and does initial drafts of any letters required. Performs tax research projects requiring minimal expertise to serve client needs and to build one's technical knowledge base. Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099's, and payroll tax returns. Skills & Characteristics Proven experience in working within a professional office environment. Open and honest communication is essential to success. Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the general public and business owners within the community. Highly detail-orientated leadership mindset with the ability to see the big picture, not individual ones. Ability to work effectively independently and as part of a team - always a “Row the Boat as a team” mentality. Ability to maintain the highest levels of confidentiality and act with integrity and high character. Excellent analytical and problem-solving skills plus process and organizational management skills. Ability to handle multiple priorities and meet deadlines in a fast-paced environment. Commitment to flexibility in constantly changing situations & needs positively. Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values. A willingness to do what it takes to be successful individually, as a practice, and as a firm. Qualifications 3-5+ years of progressive tax experience with a CPA firm or national tax service. Bachelor's degree in Accounting, Finance, or a degree in a similar related field. Master degree in Taxation or Business Administration is beneficial. A CPA or EA designation, and/or 5 years of documentable tax experience is beneficial. Strong knowledge of federal and state (especially Florida) tax laws and regulations related to construction. Proficiency in tax preparation software from CCH Axcess, Thomsen-Reuters, or similar tax software. Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.). Schedule Normal Office Hours: Monday thru Friday, 800A - 500P. As a seasonal tax associate, the employment would be from January 15 th - April 30 th to coincide with the tax season. This position within the tax practice would NOT require typical tax season hours, and total hours worked per week are negotiable. Hybrid work opportunities may be available with approval of practice leader, but this is an in-office role with some flexibility. Position is based out of either their Fort Myers, FL or Naples, FL offices.

The purpose of this position is to provide support to department activities with specific responsibility for the processing, recording, updating, and reconciling fiscal information in compliance with established policies, providing instructions, recommendations and/or accounting support to other personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties are normal for this position. This list is not to be construed as exclusive or all inclusive. Other duties may be required and assigned. Performs key month end closing entries to include Revenue, Payroll, Prepaids, Accruals, Reclass Entries, Fixed Assets, and Community Credit Cards. Performs all functions associated with proper processing of accounting items. Ensure adherence to month-end close deadlines and deliverables. Perform monthly balance sheet reconciliations. Relies on experience and judgment to plan and accomplish goals. Assists auditors with supporting documentation and/or information on internal process that is required for audit Responds to the Communities' questions and assists with requests Manages “recurring transactions” to ensure they are properly recorded and paid in a timely manner Responsible for managing and reconciliation of balances of the corporate credit card accounts Resolves any invoicing payment issues Other duties and projects as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Educational Requirements and Experience: Bachelor Degree in Accounting preferred. Minimum of two years' experience in bookkeeping or accounting. Proficient Excel knowledge (VLOOKUP's, pivot table). Intermediate understanding of basic accounting principles and practices required Knowledge, Skills, and Abilities: Language Ability: Effective communication skills both verbally and written Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Mathematical Skills: Above average mathematical skills including concepts such as probability, statistical inference, and fundamentals of plane and solid. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations Strong computer skills including Microsoft Windows and proficiency in Excel Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form Computer Skills: Cognitive Demands: Competencies: Able to work with a minimum of supervision while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Strong work ethic and emphasis on attention to details Must be results-driven and goal oriented Must be cognitive and able to work under pressure and meet deadlines The ability to multi-task and complete assignments accurately and in a timely manner Analytical problem-solving ability Must be supportive of team-spirited environment JOB CODE: 1006999

Fiduciary Accountant - Boutique Law Firm in Naples, FL About the Firm: Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite attorneys and knowledgeable staff bring over 35 years of experience to support our clients. We are seeking a seasoned Fiduciary Accountant (CPA) to join our collaborative team and play a vital role in the financial and tax aspects of our trust and estate practice. Position Summary: The Fiduciary Accountant will manage all accounting, reporting, and tax preparation related to estates, trusts, and related entities. The ideal candidate will possess deep expertise in fiduciary accounting principles, estate and gift tax compliance, and trust administration. This role requires direct experience working within a law firm environment and handling complex estate accounting matters for high-net-worth clients. Key Responsibilities: Prepare fiduciary income tax returns (Forms 1041, 706, and 709) and related schedules. Maintain detailed accounting records for trusts and estates, ensuring compliance with all applicable laws and regulations. Coordinate with attorneys, paralegals, and clients on estate and trust administration matters. Prepare and reconcile fiduciary accountings for court filings and beneficiary review. Calculate and allocate income, principal, and expenses according to trust and estate documents. Support attorneys with estate settlement processes, including inventory preparation, valuations, and distributions. Communicate effectively with clients, beneficiaries, and financial institutions to resolve accounting and tax issues. Stay current on tax laws, estate and trust regulations, and fiduciary accounting standards. Assist in developing best practices and improving internal accounting procedures. Qualifications: Active CPA license (required). 5+ years of fiduciary or trust accounting experience in a law firm or trust/estate administration setting. In-depth knowledge of Forms 706 (Estate Tax) and 709 (Gift Tax) filings. Strong familiarity with trust accounting software and tax preparation platforms. Exceptional attention to detail, accuracy, and organizational skills. Strong communication and client service orientation. Bachelor's degree in Accounting, Finance, or related field (Master's in Taxation preferred). Compensation & Benefits: Competitive salary commensurate with experience. Comprehensive benefits package including health, dental, and vision coverage. Paid time off and firm holidays. Supportive, team-oriented environment with opportunities for professional growth.

Organization Markham Norton Mosteller Wright & Company, P.A. (MNMW) was founded in 1979 in Fort Myers, Florida by Gail Markham. They have always been committed to the communities and the clients they have served. Over the years, we added an office in Naples, Florida while continuing to serve the entire southwest region of Florida. Our firm was built on and remains committed to providing businesses, organizations, and individuals value-based practical solutions for tax, accounting, business advisory services, and litigation support services. Everyone at MNMW appreciates our close relationship with our clients and works hard to earn their trust daily. We believe our team members are the best in the business and have continually provided them with ongoing professional education opportunities and the most advanced technology to allow them to perform at the highest level. We understand that our clients' economic activities in this region make our communities such a wonderful place to visit, live and raise families. Position The Seasonal Associate, with a focus on tax, will play a pivotal role in delivering comprehensive tax services to clients within our tax practice. The employment term will run from approximately January 15th through April 30th of each year. This role requires a driven professional with a passion for combining analytical abilities with strategic, common sense thinking to deliver accurate results in fast-paced, dynamic environments. The Seasonal Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels. Duties & Responsibilities • Reviews tax information submitted by client for completeness; meets with, emails, or calls clients with questions. • Possesses knowledge of tax regulations to answer clients' questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners. • Prepare personal tax returns of varying complexity to show the ability to grow and expand one's technical knowledge. • Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one's technical knowledge. • Prepares amended and carry back returns for NOLs that are simple to moderately complex. • Prepares personal tax projections through use of computer software and detailed client information. • Prepares compiled financial statements, under supervision, and performs small business bookkeeping duties, as it relates to preparing a client's final year-end information for tax preparation purposes. These responsibilities would include bank reconciliations, general ledger review and maintenance, preparing adjusting journal entries and preparation of basic financial statements in QuickBooks. • Responds to tax notices of any sort and does initial drafts of any letters required. • Performs tax research projects requiring minimal expertise to serve client needs and to build one's technical knowledge base. • Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099's, and payroll tax returns. Skills & Characteristics • Willingness to adapt to and grow inside a highly professional environment. • Open and honest communication is essential to success. • Possess advanced oral, written & presentation skills to communicate effectively. • Ability to work effectively independently and as part of a team - always a “Row the Boat as a team” mentality. • Ability to maintain the highest levels of confidentiality and act with integrity and high character. • Strong analytical and problem-solving skills plus a willingness to develop stronger process and organizational management skills. • Ability to handle multiple priorities and meet deadlines in a fast-paced environment. • Commitment to flexibility in constantly changing situations & needs positively while keeping one's goals in mind. • Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values. • A willingness to do what it takes to be successful individually, as a practice, and as a firm. Qualifications • Bachelor's degree in accounting, finance, or a degree in a similar related field. Master's degree in accounting or business administration, or in the process of obtaining, is beneficial. • • A CPA or EA designation, and/or 10 years of documentable tax experience is required. • Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.). • An understanding of tax and accounting software (Thomsen-Reuters, CCH, Intuit, etc) is beneficial, but not required. Schedule • Normal Office Hours: Monday thru Friday, 800A - 500P • As a seasonal tax associate the employment would be from January 15th -April 30th to coincide with the tax season. • This position within the tax practice would require a weekly investment of 40-50 hours depending on the needs of the firm during a particular week. • Hybrid work opportunities may be available with approval of practice leader but office hours are required throughout the tax season. • Position is based in either the Fort Myers, FL or Naples, FL office.

Description: Accountant will prepare financial reports, perform account reconciliations, assist with budget and close processes, conduct internal audits, and assist with tax audits and tax returns. Duties and Responsibilities: · Lead the accounting conversion from QuickBooks to NetSuite and NetSuite implementation · Monitor and process account payable · Post and reconcile payroll to QuickBooks and NetSuite · Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable. · Creates invoices according to company practices; submits invoices to customers. · Maintains and updates customer files, including name or address changes, mergers, or mailing attentions. · Monitor accounts to identify overdue payments. · Find and contact debtors to arrange debt payoffs, drafts correspondence for standard past-due accounts and collections, and follow-up as necessary. · Resolve billing, customer credit issues, and customer discrepancies. · Creates reports regarding the status of customer accounts as requested. · Assists in generating monthly billing statements. · Research and implement effective collection techniques. · Perform general office duties, such as filing, answering telephones, and handling routine correspondence. · This job description is not intended to be all-inclusive. Employee may perform other related duties as needed to meet the ongoing needs of the organization. Requirements: Required Skills/Abilities: NetSuite administration/implementation experience required Knowledge of generally accepted accounting principles (GAAP). Ability to use accounting software to record, store, and analyze financial data. Strong written and oral communication skills. Strong interpersonal and customer service skills. Strong organizational skills and attention to detail. Proficient with Microsoft Office Suite or related software. Minimum Education and Experience: • Bachelor's degree in accounting or related field • Three years of accounting and collections experience required. • Knowledge and experience with QuickBooks