CPA

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

CPA – Tax, Advisory & Client Relationships

Naples, Florida | On-Site

Build Client Relationships. Participate in The Adoption of AI.

You’ve earned your CPA and built your tax expertise. Now join an independent public accounting firm where your knowledge, judgment and client relationshipskills can make a visible difference.

Matthew John Soldavini, PLLC is an established and growing CPA firm in downtown Naples seeking an experienced, client-focused CPA with strong tax law knowledge and public accounting experience.

This is a client-facing role for a CPA who enjoys getting to know clients, understanding their businesses and financial goals, and becoming a trusted advisor—not simply preparing their returns.

You’ll also have an opportunity to help shape the future of our firm by participating in our adoption of artificial intelligence and emerging technologies—from researching and evaluating new capabilities to recommending and helping implement practical applications throughout our operations. You donotneed to be an AI expert. We are seeking an experienced CPA who can bring accounting judgment to AI adoption.

We offer challenging tax and advisory work, meaningful client relationships, opportunities to help move the firm forward, competitive compensation, comprehensive benefits—and Fridays off May through December.

What You’ll Do

• Prepare and review federal and state income tax returns for individuals and business entities
• Conduct tax interviews and consultations with clients
• Research and interpret federal and state tax laws, regulations and guidance
• Identify tax-planning opportunities and advise clients on strategies to manage tax liabilities
• Advise business owners and individuals regarding the tax implications of financial and business decisions
• Analyze financial records and supporting documentation for tax preparation and planning
• Prepare and review monthly and year-end financial statements supported by appropriate workpapers
• Reconcile balance sheet, income statement and other financial accounts
• Request, collect, organize and evaluate client documentation
• Communicate with the IRS and state taxing authorities on behalf of clients
• Assist clients with tax notices, inquiries and compliance matters
• Maintain compliance with applicable federal and state tax requirements
• Develop and maintain trusted, long-term client relationships
• Maintain accurate, organized and confidential client files and documentation
• Collaborate with other accounting professionals within the firm on complex client matters
• Stay current on changes in federal and state tax law and their potential impact on clients

Client Relationships

• Serve in aclient-facing role, developing strong, trusted relationships with individuals and business owners
• Conduct tax interviews, planning discussions and consultations with clients
• Get to know clients beyond the numbers—their businesses, financial circumstances, objectives and concerns
• Communicate complex tax and financial issues in clear, understandable terms
• Proactively identify opportunities to provide clients with additional tax planning, accounting and advisory support
• Build and maintain long-term client relationships based on responsiveness, sound judgment and trust

AI & Firm Innovation

• Be part of a team helping advance the thoughtful use of AI throughout the firm's operations. You do not need to be an AI expert.
• We want an experienced CPA who can bringaccounting judgment to AI adoption.
• Participate in evaluating AI tools and applications relevant to tax, accounting, research, client service and internal operations
• Help identify practical opportunities where AI and automation can improve efficiency, accuracy, knowledge sharing and client service
• Participate in evaluating potential applications, risks and benefits
• Recommend appropriate tools and use cases for consideration by firm leadership
• Help test, implement and refine approved AI applications and workflows
• Share knowledge and help colleagues become comfortable using new technologies responsibly and effectively

What We’re Looking For

• 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
• Bachelor's degree in Accounting or related field
• Public accounting firm experience strongly preferred
• Strong interpersonal skills and a genuine interest in developing long-term client relationships
• Ability to explain complex tax and accounting matters clearly and confidently to clients
• Intellectual curiosity and an interest in how AI and emerging technologies can improve the practice of public accounting
• Willingness to learn, experiment and contribute ideas—you do not need to be an AI expert
• Strong analytical, organizational and communication skills
• High standards of professional ethics, confidentiality and judgment
• Experience with high-net-worth individuals and closely held businesses is a plus
• Lacerte Tax, QuickBooks and QuickBooks Online experience preferred

Why Join Us?

Serious tax work. Strong client relationships. A voice in what comes next.

We are an independent public accounting firm focused on tax, accounting and advisory services. We do not perform audits, service non-U.S. entities or cryptocurrency investment entities, and we do not outsource client work.

Here, experienced CPAs have the opportunity to know their clients, exercise professional judgment, contribute ideas and help shape how the firm works.

We're also investing in the future of our practice. Rather than simply reacting to changes in technology, we want our professionals involved in determining how emerging technologies—including AI—can be used responsibly to make our people more effective and deliver greater value to our clients.

Benefits Include

• Fridays off May through December
• Competitive compensation
• Performance rewards and discretionary annual bonuses
• Paid CPA licensing and CPE
• Paid time off
• 401(k) matching
• Health insurance
• FSA or HSA
• Child care support
• Disability insurance