Certified Public Accountant

Forza Law; Florida; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Forza Law PLLC in Naples, FL is seeking a full-time CPA to prepare and review individual, fiduciary, and business tax returns, ensuring compliance with federal, state, and local laws. The role involves advising on tax planning related to estate planning, probate, and business structures, and assisting with tax notices and audits.

The ideal candidate holds an active Florida CPA license, strong GAAP knowledge, and excellent communication skills to explain complex tax concepts to clients and team

Qualifications

• Active CPA license in good standing (Florida).
• Experience with individual, fiduciary, and business tax returns.
• Knowledge of GAAP and financial statement preparation/analysis.
• Proficiency with accounting and tax software; strong Excel skills.
• Excellent written and verbal communication; ability to explain complex tax concepts.
• Tax planning for estates, trusts, and closely held businesses.

Responsibilities

• Prepare and review individual, fiduciary, and business tax returns.
• Advise on tax planning strategies related to estate planning, probate, trust administration, and business structures.
• Respond to tax notices and support audits; maintain organized workpapers.
• Communicate findings and recommendations clearly to clients and internal team.

Skills

GAAP knowledge

Financial statement analysis

CPA license (Florida)

Tax planning

Excel proficiency

Communication skills

Estate/trust tax experience

Bachelor's degree in Accounting/Finan…

Education

Bachelor's degree in Accounting or Finance

Tools

Lacerte/ProSeries

Tax software

Job description

Company Description

Forza Law PLLC provides strategic legal counsel in tax, estate planning, probate, trust administration, and business law throughout Florida. The firm supports individuals, families, and business owners in protecting assets, preserving legacies, and managing complex legal and tax matters with confidence. Client engagements range from designing comprehensive estate plans to administering estates, structuring businesses, and resolving tax issues. Forza Law emphasizes tailored, practical solutions, personalized service, and clear communication. Team members collaborate to deliver trusted legal guidance at every stage of the client relationship.

Role Description

This is a full-time, on-site or remote Certified Public Accountant role based in Naples, FL. The CPA will work closely with attorneys and clients to prepare and review individual, fiduciary, and business tax returns, including related schedules and supporting documentation. Day-to-day responsibilities include analyzing financial records, preparing and interpreting financial statements, and ensuring accuracy and compliance with federal, state, and local tax laws. The role involves advising on tax planning strategies related to estate planning, probate, trust administration, and business structures, as well as identifying opportunities to improve tax efficiency and mitigate risk. The CPA will also assist with responding to tax notices, supporting audits, maintaining organized workpapers, and communicating clearly with clients and internal team members regarding findings and recommendations.

Qualifications

• Candidates should possess strong Accounting and Finance skills, including a solid understanding of GAAP and financial analysis.
• Candidates should possess expertise in Financial Statements, including preparation, review, and interpretation for individuals, trusts, and businesses.
• Candidates should possess Certified Public Accounting (CPA) credentials with an active CPA license in good standing (Florida license or ability to obtain).
• Candidates should possess Tax Preparation experience, including federal and state returns, estimated taxes, and tax planning for estates, trusts, and closely held businesses.
• Candidates should possess proficiency with accounting and tax software, and strong Excel skills.
• Candidates should possess excellent analytical, organizational, and time-management abilities, with high attention to detail and accuracy.
• Candidates should possess clear written and verbal communication skills and the ability to explain complex tax concepts in accessible terms.
• Relevant experience in a tax, estate planning, or business law environment, and a bachelor's degree in Accounting, Finance, or a related field, are highly beneficial.