Senior Tax Advisor / Accountant
Job Opportunity at CRG Leadership Institute LLC

Posted on Feb 16

http://www.executivesuccesspartners.com    239-821-7254

Location: Naples, FL
Job Type: Full Time
Job ID: W4109582

Our client is a well-known growing CPA firm located in Naples, Florida 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 an opportunity for leadership.

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


Naples, Florida


Excellent compensation and benefits package

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