Tax Supervisor | CPA | Florida
This candidate is a licensed CPA with over 15 years of experience in public accounting, combining large firm technical depth with hands-on versatility from smaller firm environments. Most recently, he worked as a Supervisor at a top 5 firm where he led the review of complex 1065s for private equity clients, including multi-tier structures, carried interest, state apportionment, and international filings such as PFICs, FBARs, and Forms 5471 and 1042.
He progressed quickly through the ranks, earning two promotions during his time there and being lined up for Manager before a recent workforce reduction. Alongside his tax work, he completed a competitive secondment with the firm’s tax tech team, implementing automation solutions using Alteryx and Power BI — a testament to his process-driven mindset and eagerness to innovate.
Earlier in his career, he spent seven years at a boutique CPA firm where he handled a wide variety of returns (1040s, 1120s, 1065s, 1041s), built client relationships, supervised junior staff, and consistently managed a high volume of filings. That background gives him a rare blend of technical strength, client service, and adaptability.
He’s now exploring his next opportunity and is open to hybrid or remote roles. Based near Clearwater, he’s particularly interested in opportunities across Tampa, St. Petersburg, and Orlando. Miami is not a fit, but relocation is on the table for the right firm and culture.
