Client-Focused CPA — Tax Advisory & AI Innovation

FICPA; Naples (FL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Fridays off May–December

Competitive compensation

Health insurance

401(k) matching

Job summary

Matthew John Soldavini, PLLC in Naples, FL seeks an experienced CPA to manage client relationships and tax work in a client-facing role. The position emphasizes advisory duties, tax planning, and AI adoption within the firm, offering meaningful client contact and growth opportunities in a focused practice.

The role requires strong technical tax knowledge, public accounting background, and the ability to translate complex issues for clients while leveraging emerging technologies responsibly.

Qualifications

• Active CPA license in good standing.
• 5+ years of accounting and tax experience.
• Strong knowledge of federal and state taxation.
• Experience preparing and reviewing individual and business tax returns.
• Public accounting firm experience preferred.
• Strong interpersonal and communication skills.
• Interest in AI adoption and emerging technologies.

Responsibilities

• Prepare and review federal and state income tax returns for individuals and business entities.
• Conduct tax interviews and consultations with clients.
• Research and interpret tax laws and guidance.
• Advise on tax planning opportunities and strategies.
• Maintain client relationships and communications with authorities.

Skills

Client relationships

Tax knowledge

Public accounting

Communication skills

AI adoption judgment

Analytical skills

Education

Bachelor's degree in Accounting

Tools

Lacerte

QuickBooks

QuickBooks Online

Job description

Matthew John Soldavini, PLLC in Naples, FL seeks an experienced CPA to manage client relationships and tax work in a client-facing role. The position emphasizes advisory duties, tax planning, and AI adoption within the firm, offering meaningful client contact and growth opportunities in a focused practice.

The role requires strong technical tax knowledge, public accounting background, and the ability to translate complex issues for clients while leveraging emerging technologies responsibly.