Client Manager (CPA) — Hybrid, High-Touch CFO Support

Sherwood Staffing Partners; Saint Petersburg (FL); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Sherwood Staffing Partners in St. Petersburg, FL is seeking a Client Manager (CPA) to manage client books, financial statements and tax returns within a high-touch advisory model.

This isn't a traditional public accounting seat; you'll be the go-to financial resource for a stable set of business owners, with a flat-fee engagement structure and no billable-hours. The role offers hybrid work, onsite initially, with growth toward flexible schedules.

Qualifications

• 5+ years of experience preparing financial statements and tax returns.
• Strong bookkeeping background and ability to act as a controller for small/mid-size firms.
• Excellent client-facing skills and attention to detail.

Responsibilities

• Serve as the main point of contact for clients and respond to inquiries.
• Oversee bookkeeping and produce monthly and year-end financial statements.
• Prepare and review business and individual tax returns.
• Identify opportunities and issues in the numbers and discuss with clients.
• Collaborate with senior consultants on planning and CFO-level projects.

Skills

Client communication

Attention to detail

Financial analysis

Tax preparation

Education

CPA license (preferred)

Job description

Sherwood Staffing Partners in St. Petersburg, FL is seeking a Client Manager (CPA) to manage client books, financial statements and tax returns within a high-touch advisory model.

This isn't a traditional public accounting seat; you'll be the go-to financial resource for a stable set of business owners, with a flat-fee engagement structure and no billable-hours. The role offers hybrid work, onsite initially, with growth toward flexible schedules.