About Campbell & Company

Welcome to Campbell & Company Wealth Advisors and CPAs, where we are committed to excellence and integrity in financial services. As a full-service Wealth Management and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys. Our team is led by experienced professionals ensuring we always act in our client’s best interests. We aim to empower our employees, clients, and partners to become heroes of their own financial stories.

Our Core Values

• Get It Done: We are proactive and determined to achieve goals, always striving for the best outcomes for our clients.
• Positive Energy: Enthusiasm and optimism drive our work, creating a supportive and encouraging environment for all.
• Coachable: We embrace continuous improvement and learning, ensuring our team grows with the evolving financial landscape.
• Does the Right Thing: Integrity and accountability are at the heart of our actions, building trust with our clients and within our team.

Position Overview: Senior Tax Accountant

We are seeking a highly skilled and motivated Senior Tax Accountant to join our team. As a Senior Tax Accountant at Campbell & Company, you will play a crucial role in managing and overseeing the tax planning and compliance for our clients. This role requires handling complex tax issues, ensuring adherence to tax laws and regulations, and providing expert guidance to optimize our clients’ tax positions.

Please note: This is not a remote or hybrid position. The role requires in-office attendance in the Inverness, FL area located at 2202 Highway 44 West. RELOCATION MUST BE COMPLETED.

Key Responsibilities

• Tax Preparation and Review: Lead the preparation and meticulous review of complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance at every step.
• Strategic Financial Oversight: Take charge of the preparation, review, and high-level planning of financial statements to align with clients’ long-term goals.
• Staff Mentorship and Support: Provide guidance and mentorship to staff accountants, promoting accuracy, learning, and professional growth.
• Proactive Tax Planning: Engage in forward-thinking tax strategies to optimize our clients’ positions and ensure compliance with current regulations.
• Client Collaboration and Advisory: Build trusted relationships with clients, providing insightful advice and acting as their go-to resource for tax and financial matters.
• Regulatory Compliance Expertise: Stay ahead of tax law changes and ensure full compliance in all filings and practices.
• Audit and Authority Liaison: Support audits and manage professional communications with tax authorities, representing clients with accuracy and integrity.

Qualifications

• Education: Bachelor’s degree in Accounting or Finance (Master’s degree preferred).
• Certification: CPA certification or Enrolled Agent (EA) preferred.
• Experience: Minimum of 5 years as a Tax Accountant, focused on corporate taxation.
• Technical Skills:
  • Strong knowledge of federal, state, and local tax laws and regulations.
  • Proficiency in tax prep software, particularly UltraTax.
  • Experience with QuickBooks and Microsoft Office Suite.
  • Familiarity with Thomson Reuters CS Professional Suite.
• Analytical Skills: Excellent problem-solving skills for handling complex tax issues.
• Independence: Ability to manage multiple deadlines and work independently.
• Attention to Detail: High level of accuracy in all aspects of work.

Why Join Us?

At Campbell & Company, we offer more than just a job—we provide an opportunity to be part of a mission-driven team dedicated to making a lasting impact in the financial lives of our clients. With a supportive culture, a commitment to your professional development, and a competitive benefits package, you’ll thrive in an environment that values excellence, growth, and collaboration.

Benefits

• 401(k) plan with company match
• Life insurance
• Long-term and short-term disability insurance
• Paid holidays
• Paid Time Off
• Health insurance reimbursement

About Campbell & Company, Wealth Advisors and CPAs

We are a Wealth Management and CPA Firm celebrating three decades in business. Our dynamic team is dedicated to helping clients achieve their goals through proactive planning, exceptional service, and a commitment to doing what’s right. We proudly serve clients nationwide from our three office locations in Florida, offering a full suite of financial, accounting, and advisory services.