Lead CPA & Client Advisor for Growth

Wealthy Group of Companies LLC; Jacksonville (FL); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Stable work environment

Long-term growth opportunities

Collaborative office atmosphere

Job summary

Wealthy Group of Companies LLC in Jacksonville is seeking a Certified Public Accountant to lead their public accounting practice. This role will focus on preparing and reviewing a significant volume of tax returns while ensuring personalized client interactions.

The ideal candidate will have an active CPA license and experience in a small firm setting, overseeing bookkeeping and serving as a trusted advisor to various clients.

Joining this firm offers a stable work environment with growth potential as the practice continues to expand.

Qualifications

• 5+ years of public accounting experience preferred, specifically in small or mid-sized CPA firms.
• Experience with tax returns for individuals, businesses, and trusts across various industries.
• Strong understanding of bookkeeping and financial statement analysis.

Responsibilities

• Prepare and review a high volume of tax returns ensuring accuracy and compliance.
• Oversee personal tax returns and several business clients annually.
• Build and maintain strong relationships with clients.

Skills

Tax preparation

Public accounting

Client relationship management

Bookkeeping review

Attention to detail

Education

Active CPA license

Job description

Wealthy Group of Companies LLC in Jacksonville is seeking a Certified Public Accountant to lead their public accounting practice. This role will focus on preparing and reviewing a significant volume of tax returns while ensuring personalized client interactions.

The ideal candidate will have an active CPA license and experience in a small firm setting, overseeing bookkeeping and serving as a trusted advisor to various clients.

Joining this firm offers a stable work environment with growth potential as the practice continues to expand.