Hiring Senior Tax Advisor, Naples, Florida

Website Exec_Success CRG Leadership Institute LLC / Executive Success Partners

CRG Leadership Institute LLC

Our client is a established and well known CPA firm located in Naples, Florida serving Southwest Florida. Our client is seeking a motivated CPA – Senior Tax Advisor to join their team to deliver high quality tax services and offer personal attention to their portfolio of high net worth clients. This position offers an excellent opportunity to work in a smaller environment and future partnership opportunity.

Role and Responsibilities:

  • In-depth experience in taxation including individual, partnership, corporate, trust and estates taxation, trust and estates administration and individual and corporate tax planning
  • Prepares and reviews federal and state income tax returns for individuals and businesses
  • Prepares tax planning and estimates and becomes involved in the planning process
  • Develops and role models an understanding of firm philosophy, values and tax knowledge
  • Ability to work with high net-worth individuals including business owners, professionals and investors
  • Develops strong working relationships with clients
  • Contributes to the team by producing high quality work with quick turnaround and attentive service
  • Establishes good working relationships with all staff
  • Makes presentations to external clients and prospects


  • Hold a current and valid CPA license
  • Minimum of 3 to 5+ years public accounting experience in taxation
  • Very proficient with personal and business tax returns
  • Strong accounting and analytical skills
  • Research proficiency
  • Strong computer skills
  • Excellent interpersonal, oral and written communication skills
  • Detail oriented, accurate and organized
  • Demonstrates initiative, commitment, creativity, and imagination in approaching work
  • Enjoys working autonomously, self-motivated and a team player
  • Well-rounded in dealing with high net worth individuals and businesses

Computer Skills:

  • Proficient in Word, Excel and Outlook
  • Tax Software experience; CCH Axcess Tax experience a plus


  • Bachelors in Accounting or related field. Advanced (Masters) degree in taxation preferred.
  • CPA license

Location:  Naples, Florida. Very open to talking with out of state candidates.

Compensation:  Excellent compensation and benefits package

To apply for this job email your details to carrie@crgleaders.com