Come work with us

Certified Public Accountant (CPA)

Job Details
Salary: $40,000 - $80,000 a year (Full-time)
Qualifications: Tax Accounting 3 years (Required), CPA License (Preferred)

We are looking to partner with an individual to take charge of our family office’s bookkeeping functions, financial reporting, annual tax planning, and tax preparation for clients. The ideal candidate has an existing book of business and is looking to partner with a wealth management firm/family office to grow their business and provide proactive tax advice. The successful candidate will be an experienced tax accountant, most likely with experience as a staff member or senior in the tax department of a Big-4 or regional public accounting firm.

Duties may include, but not limited to, the following tasks:

Complete annual tax planning
Prepare tax returns
Bookkeeping for the company and various entities
Bookkeeping for business owner clients
Experience and Education:

2-4 years of tax experience with a public accounting firm or similar
Bachelor's degree in accounting, finance, or related field
CPA is a plus
Proficient in QuickBooks Online
Proficient in Microsoft Office Suite including Outlook, Excel, and Word


- Motivated to provide consistently exceptional service to family office and service providers
- Ability to work independently and with a team, along with a strong desire to take on new challenges and responsibilities
- Meticulous attention to detail; accurate and thorough
- Highly organized with ability to prioritize and multi-task and work in a task-oriented environment
- Ability to problem-solve and think both creatively and logically
- Professional in demeanor and able to effectively communicate verbally and in writing with a variety of people, including executives
- Integrity and confidentially – background check and non-disclosure agreement are required

Office Schedule: Monday to Friday
Location: Orlando, FL 32801

Email us directly to apply: