Staff Accountant and Tax Preparer

Company: Oakwood Capital
Location: Fort Myers
Posted on: November 6, 2024

Job Description:

About Oakwood Capital
Oakwood Capital is committed to empowering individuals, families, and businesses with tailored financial solutions that meet their unique goals.
As a "Family Office" for our clients, we offer comprehensive financial planning, investment management, tax strategies & preparation, and insurance services designed to support every facet of their financial lives.
For small to mid-sized businesses, we serve as a "Virtual CFO," delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management.
Our approach is holistic and client-centered. We engage in meaningful conversations to understand our client's aspirations and develop a financial roadmap aligned with their personal and financial objectives.
With decades of combined experience, our team brings a wealth of knowledge to each partnership, guiding clients toward financial security and lasting peace of mind.
At Oakwood Capital, we are not just advisors; we are partners on your journey, committed to providing stability and confidence for your family and business.
Visit our website at www.oakwoodcp.com.

About the role

• Significant opportunity for long-term advancement within a fast-growing company
• Salary is negotiable based on experience and desire to move up within the organization
• Bonus potential based on overall profitability of the global organization and personal performance in the Accounting & Tax Division
• Full benefits available, including health, dental, and eye care; life insurance; disability insurance; paid time off; health savings account; and more
• Eligible for 401(k) with company match after 12 months
• Flexible and semi-remote work schedule during off tax season
• Currently looking for candidates in our Fort Myers, Florida and Minneapolis, Minnesota officesWhat you'll do
  • Reports directly to the Senior Vice President of Accounting & Taxation
  • Relationship Manager to the firm's corporate and individual relationships
  • Prepare tax returns for individuals, and all types of corporations such as S-Corps, Partnerships, C-Corps, and Not-for-Profits with a focus on ensuring accuracy and recommendations for both short- and long-term tax savings
  • Prepare financial reports and bookkeeping services, as needed for tax preparation, and for payroll accuracy.
  • Correspond with Federal and State taxing authorities, as needed
  • Special projects leading to the overall growth of the organization
  • Work closely with our wealth management financial advisors.
  • If you have an interest, we can sponsor you to take the various financial securities tests to become a financial advisor. Over time, this could increase your overall compensation 2-4X.Qualifications
    • Candidate must be willing to work in our Fort Myers, Florida (33907) or Minneapolis, Minnesota office during tax season and during most client appointments; flexible hours and occasionally working from home or remotely is acceptable after April 30th
    • Ideal candidates will be highly motivated with the desire and skills to move up within the organization
    • College or Advanced Degree, preferably in Accounting
    • Certified Public Accountant (CPA) or Enrolled Agent; or earned within first year
    • Two (2) years or more experience in accounting and taxation
    • Strong understanding and ability to provide tax planning advice and to build trusted relationships with the firm's small businesses and individuals
    • Ability to prepare tax returns for individuals, corporations, trusts, and estates.
    • Strong understanding and ability to apply Generally Accepted Accounting Principles to financial statements.
    • Professional demeanor, friendly, enjoys working with others
    • Ability to work well with a team of professionals
    • Excellent written, verbal, and interpersonal skills
    • Self-motivated
    • Detail oriented
    • Excellent organizational skills
    • Ability to multi-task and work in a fast-paced environment.
    • Experience with Intuit QuickBooks Desktop and Online versions
    • Experience with Intuit ProSeries and ProConnect is preferred but not required
    • Computer literate in Microsoft 365, Adobe, and other business-related software
      
      • FINRA Series SEI, 63, and 65 licenses are a plus but not required
      • Professional designation, such as the Certified Financial Planner is highly preferable, but not required
        The pay range for this role is:
        55,000 - 85,000 USD per year(Fort Myers, FL)
        55,000 - 85,000 USD per year(Minneapolis, MN)
        
        
        
        PI9fa8cad9610f-37248-35957398

Keywords: Oakwood Capital, Cape Coral , Staff Accountant and Tax Preparer, Accounting, Auditing , Fort Myers, Florida