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MarkhamNorton Accountants+Advisors · 3 days ago

Accountant: Tax Associate

Fort Myers, FL

Full-time

Hybrid

New Grad, Entry Level

Markham Norton Mosteller Wright & Company, P.A. (MNMW) is a firm committed to providing value-based practical solutions for tax, accounting, and business advisory services. The Associate will play a pivotal role in delivering comprehensive financial services within the tax practice, requiring a combination of analytical abilities and effective communication skills to serve clients accurately.

AccountingConsultingTaxi Service

Growth Opportunities

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

Qualification

Tax regulations knowledgeBachelor's degree in accountingCPA certificationMS Office proficiencyTax software understandingAnalytical skillsCommunication skillsTeamworkProblem-solving skillsConfidentiality

Required

Bachelor's degree in accounting, finance, or a degree in a similar related field

Solid understanding and a willingness to learn in the areas of business accounting and client management is required

Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.)

Preferred

Master's degree in accounting or business administration, or in the process of obtaining, is beneficial

Working toward or have obtained CPA certification is beneficial but not required

An understanding of tax and accounting software (Thomsen-Reuters, CCH, Intuit, etc) is beneficial, but not required

Company

MarkhamNorton Accountants+Advisors

We are a full service certified public accounting and consulting firm. We've proudly served individuals and businesses in Southwest Florida since 1979.

Founded in 1979

Fort Myers, Florida, USA

11-50 employees

https://www.markham-norton.com/

Funding

Current Stage

Early Stage

Leadership Team

Angela Cooley, CPA, CCIFP

Partner

Gail Markham, CPA/ABV/CFF, CFE, CFP®

Founder and Partner

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