New Opening

Role: Tax Planner Extraordinaire (Partner)
Ref#: 2208WEPART
Location: Weston, FL / Remote

What We're Looking For

Are you an established tax-planner looking to join a growing team of like-minded individuals with similar goals and values? Have you made it your mission to serve your clients while learning about the U.S. tax code? If you thrive in a growing, fast-paced, and precision-based environment – you’ll probably love working for us.

About Us

At Weston Tax Associates, we focus on transparency and practice a professional approach to our work. We don’t have strict policies, per se – but instead, we operate through a set of guidelines and expect that you act as a business owner inside the business. 

Life-Work balance is a crucial part of our culture – we believe you bring your best to work when you practice self-care. This is expressed in as many ways as we have individuals working for us.

We’re a collection of talented professionals with highly diverse backgrounds. Our team is constantly growing, and we embrace that we are all different – in more ways than one. Maybe this is why we emphasize traveling to gain new experiences so much.

We love helping SMBs grow their businesses. Since 2015 this has been the segment we serve unconditionally. We aim to deliver tailored tax-planning services that fit our client’s needs and curate the best work environment you’ve ever experienced.

The Role

To succeed in this role, you’ll bring your established business pipeline and use our backend processes to plug and play (maybe this is why we are such avid fans of Apple products). Most likely, you already have a CPA/EA designation or are in the process of getting one. A proven track record of effective selling and relationship building is essential. Your previous tax planning or tax-resolution successes will speak a language only we accountants will understand. A fantastic personality and a fierce winning mindset will overcome any other challenging aspect of the job.

Location

Suppose you want to relocate to sunny Florida and join many of us in the fantastic communities of Weston (rated in the top 50 cities in America to live, read more here), boasting some of the best public schools in the south – well, then come on down!

If you would rather stay where you currently live, don’t sweat it because we allow everyone to work wherever you’re most comfortable. NOTE: you have to live and have the appropriate documentation to work in the U.S.

Location

Suppose you want to relocate to sunny Florida and join many of us in the fantastic communities of Weston (rated in the top 50 cities in America to live, read more here), boasting some of the best public schools in the south – well, then come on down!

If you would rather stay where you currently live, don’t sweat it because we allow everyone to work wherever you’re most comfortable.

NOTE: you have to live and have the appropriate documentation to work in the U.S.

How To Apply

Suppose you find all this outstanding; we encourage you to apply for this position. First, we suggest you learn about what we offer by visiting our About(link) and Careers(link) page to get familiar and comfortable with who we are. Second, send us an email application ([email protected]) with the appropriate attachments and a subject line including the position and reference number.

Our application process is relatively simple – we will review your material and set up an initial meeting to see if there is initial interest. Here, we will ask a small series of questions to help us learn more about you right from the start.

If we proceed, each application will complete two screens by two different reviewers. Complete some task-based simulations and finally meet with our Founder, who always has the final say in any hiring decision.

Regardless of fit, you will hear back from us, letting you know if we’ll be moving forward.

We’re looking forward to getting to know you!
Team @ Weston Tax Associates

Qualifications/Skills

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet

ATTACH YOUR RESUME