Tax Staff - TAX025
Boca Raton, FL, US
4d ago

Company Overview

Founded in 1969, MBAF is ranked nationally as a Top 40 accounting and advisory firm and has been named one of the Best of the Best firms in the country by INSIDE Public Accounting for many years running.

And in 2017 and 2018, MBAF ranked as a Best Place to Work by the South Florida Business Journal and an Accounting Today Best Accounting Firm to Work .

Because we are committed to creating an engaging and supportive workplace for our employees, we are especially honored to hold these titles.

More than 600 highly qualified employees serve domestic and international clients across a broad range of industries and practices from our offices across the country.

We offer a complete portfolio of services including assurance, tax and accounting, advisory, private client wealth, and technology consulting.

We are known for our expertise, reputation, hands-on service to our clients, and commitment to our community.

Position Summary

As a Tax Staff in MBAF’s Private Wealth Services group, your primary responsibility will be working on individual, trust and estate, partnership, S Corporation, C Corporation and foreign tax returns.

You will also act as a vital resource for your team assisting with specific tax-related client questions, meeting performance goals set by managers, preparing tax plans and estimates, and responding to inquiries from the IRS and other tax authorities.


  • Analyze data and prepare work papers and tax returns based on professional standards for high net worth individuals and related entities.
  • Identify, research, and assess various tax issues while also providing information to seniors and managers.
  • Prepare and review annual and quarterly income tax requirements.
  • Assist with tax planning, research and consulting engagements as requested.
  • Complete basic research pertaining to applicable accounting standards.
  • Provide ongoing status updates to direct supervisor.
  • Deliver exceptional client services.
  • Qualifications and Requirements

  • Bachelor's degree in Accounting (150 semester hours of education preferred)
  • CPA or eligibility to sit is highly desirable
  • Strong academic track record
  • Relevant work experience (i.e. internships, summer positions, school jobs)
  • Client service oriented
  • Demonstrated effective verbal and written communication skills
  • Strong judgment, problem-solving, and decision-making abilities
  • Ability to work independently and manage multiple assignments in a fast-paced environment
  • Work additional hours and travel to various client sites as needed
  • Benefits

    The perks of being an MBAF employee go far beyond the basics of a typical accounting firm. MBAF’s staff can enjoy flexible work schedules, internal clubs like The Women of MBAF, participating in company sports like yoga or flag football, volunteering for non-profit initiatives, and attending training programs through MBAF University.

    Our traditional benefits include healthcare coverage, life insurance, long-term disability insurance, 401K plan, paid transportation and parking (depending on the office), vacation time of about 3 weeks not including holidays.

    “At MBAF, we strive to create a supportive and enjoyable work environment for our employees because we understand that they are our greatest strength,†said Tony Argiz, CEO and Chairman of MBAF.

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