Certified Public Accountant

Overview
We are seeking a highly motivated and detail-oriented Certified Public Accountant (CPA) to join our dynamic finance team. This role offers an exciting opportunity to leverage your expertise in accounting, tax, auditing, and financial analysis to support a diverse range of clients and internal functions. As a CPA, you will play a vital role in ensuring compliance with regulatory standards, preparing accurate financial statements, and providing strategic financial insights that drive informed decision-making. Your energetic approach and strong technical skills will contribute to our mission of delivering exceptional financial services and solutions.

Duties

• Prepare, review, and analyze financial statements in accordance with GAAP (Generally Accepted Accounting Principles) and regulatory reporting requirements.
• Conduct audits and internal controls reviews, compliance assessments, to ensure accuracy and integrity of financial data.
• Manage tax planning, preparation, and filing processes, including experience with tax accounting and estate planning strategies.
• Perform account reconciliation, balance sheet reconciliation, and general ledger accounting to maintain precise financial records.
• Support mergers & acquisitions activities through financial due diligence, analysis of securities law implications, and integration planning.
• Utilize accounting software such as QuickBooks, Xero, Sage, and other financial software tools for bookkeeping, payroll processing, and financial report writing.
• Assist with budgeting, asset management, non-profit accounting, and regulatory reporting tasks to ensure organizational compliance and efficiency.
• Analyze financial concepts related to private equity investments, investment strategies, or financial services to provide actionable insights.
• Develop comprehensive financial reports that interpret complex data for stakeholders while maintaining clarity in financial report writing.

Skills

• Extensive knowledge of accounting principles including GAAP, double entry bookkeeping, debits & credits, and technical accounting standards.
• Proficiency with accounting software such as QuickBooks, Xero, Sage, Quicken, and other relevant tools for bookkeeping and financial management.
• Strong understanding of tax experience including tax planning strategies for individuals or organizations.
• Familiarity with securities law regulations relevant to investment activities or corporate compliance.
• Experience in auditing procedures along with analysis skills necessary for account analysis and account reconciliation.
• Ability to interpret financial statements accurately through analysis skills and financial report interpretation expertise.
• Knowledge of estate planning laws such as wills & trusts & estate law to advise clients on succession strategies.
• Competence in budgeting processes, asset management techniques, and non-profit accounting practices.
• Excellent communication skills for effective financial report writing and presentation of complex concepts clearly.
• Demonstrated ability to perform balance sheet reconciliation and general ledger reconciliation efficiently while maintaining high accuracy standards. Join us as a Certified Public Accountant if you’re eager to apply your comprehensive accounting expertise in a vibrant environment where your skills directly impact organizational success!

Pay: $60,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance

Work Location: Hybrid remote in Fort Myers, FL 33907