Senior Tax Associate | EA Candidate | 1040-Focused Practice with Growth Mindset
This South Florida-based tax professional has built and run his own successful tax practice for 9 years, working primarily with individuals and small businesses. He’s now looking for a new opportunity within a CPA firm where he can gain exposure to more complex work, collaborate with like-minded professionals, and continue learning in a team environment.
He currently handles a high-volume book made up of approximately 85% 1040s, 10% 1120s, and 5% 1065s, with occasional nonprofit returns. As a trusted advisor, he’s supported clients with tax planning, audit prep, and IRS resolution including Offers in Compromise.
He’s an Enrolled Agent candidate with his first exam scheduled for June and holds both an MBA in Finance and a Bachelor’s in Business Administration. His next move is all about growth — he’s eager to step away from solo work and into a culture-focused firm where he’s not just a number.
Open to hybrid or in-office roles. He’s targeting compensation in the $95,000+ range and is open to discussing how to transition or sell his existing client base over time.
