Certified personal accountant

Job Summary
We are seeking a highly skilled and detail-oriented Certified Personal Accountant to join our dynamic financial team. In this pivotal role, you will leverage your expertise in accounting principles, financial analysis, and regulatory compliance to ensure accurate financial reporting and sound fiscal management. Your proactive approach and strong technical skills will contribute to the financial health of our organization, supporting strategic decision-making and operational excellence. This position offers an exciting opportunity for a motivated professional passionate about delivering exceptional accounting services within a collaborative environment.

Duties

• Prepare, review, and analyze financial statements in accordance with GAAP (Generally Accepted Accounting Principles) and regulatory standards, ensuring accuracy and compliance.
• Manage general ledger accounting, including journal entries, account reconciliations, and month-end closing processes using accounting software such as QuickBooks, Xero, Sage, or PeopleSoft.
• Conduct balance sheet reconciliation and accounts receivable/payable management to maintain precise financial records.
• Perform cash flow analysis, budgeting, forecasting, and financial report writing to support strategic planning initiatives.
• Oversee regulatory reporting requirements related to SOX (Sarbanes-Oxley Act), LIHTC (Low-Income Housing Tax Credit), and other compliance frameworks.
• Facilitate internal audits and assist with external auditing processes by providing necessary documentation and insights.
• Support payroll processing, tax preparation, and tax experience to ensure timely and accurate filings.
• Analyze financial concepts such as accrual accounting, double entry bookkeeping, and securities law implications for various projects.
• Mentor junior staff members in technical accounting practices, non-profit accounting standards, and best practices in financial management.
• Collaborate across departments on account analysis, bank reconciliations, regulatory reporting, and financial services to optimize organizational efficiency.

Qualifications

• Certified Public Accountant (CPA) certification required; additional credentials like CMA or CFA are a plus.
• Proven experience in corporate accounting with strong knowledge of GAAP standards.
• Extensive familiarity with accounting software such as QuickBooks, Xero, Sage, PeopleSoft or similar platforms.
• Demonstrated expertise in governmental accounting, non-profit accounting, public accounting or private equity environments.
• Strong understanding of SOX compliance requirements and securities law regulations.
• Proficiency in Microsoft Excel for data analysis including pivot tables, formulas, and financial modeling techniques.
• Knowledge of tax laws related to wills, trusts & estate law is advantageous.
• Excellent analytical skills with the ability to interpret complex financial reports accurately.
• Effective mentoring abilities with a focus on developing team members’ technical skills in areas like auditing, financial statement preparation, and regulatory reporting.
• Exceptional attention to detail combined with strong organizational skills for account reconciliation and journal entries management. Join us as a Certified Personal Accountant where your expertise will drive impactful financial decisions! We value energetic professionals eager to make a difference through meticulous work and innovative solutions—empowering our organization’s growth while advancing your career in a vibrant environment dedicated to excellence in finance.

Job Types: Full-time, Part-time

Pay: $90,000.00 - $100,000.00 per year

Work Location: Hybrid remote in St Petersburg, FL 33704