Certified Public Accountant (CPA) – Office Director in Florida

About Us

We are an established accounting firm with over 12 years of success in Rosemary Beach, Florida. Alongside our robust accounting and tax services, we offer comprehensive financial planning through a partner who is a full-service Certified Financial Planner. This unique collaboration enables us to deliver a suite of services that includes investment guidance, retirement planning, insurance analysis, and holistic wealth management.

Why We’re Growing

We serve a diverse clientele, including high net-worth international investors and business owners who require complex tax filings—in particular Form 1120 with Form 5472 (mandatory for U.S. corporations with at least 25% foreign ownership or significant financial transactions involving foreign owners). We’re expanding our leadership team to effectively support this sophisticated client base and to ensure that accounting, tax services, and financial planning are seamlessly integrated.

Position Overview

As our new Certified Public Accountant (CPA) – Office Director, you will lead and mentor a team of accountants and tax preparers. Your responsibilities will extend beyond traditional accounting tasks: you will collaborate with our in-house Certified financial planner(CFP) to identify additional services (e.g., retirement planning, insurance coverage, investment strategies) that can benefit our clients. Mastery of QuickBooks (Desktop & Online) and CCH Wolters Kluwer—including advanced configuration and optimization—is crucial.

Key Responsibilities1. Office Leadership & Growth

• Strategic Direction: Oversee day-to-day office operations, ensuring that our firm’s standards of quality and service are maintained.
• Firm Expansion: Work with senior leadership to implement strategies that broaden our reach in both domestic and international markets, focusing on high net-worth clientele.

2. Team Supervision & Development

• Staff Management: Work with a team of professional accountants and train the Jr tax professionals, fostering a culture of continuous improvement and collaboration.
• Performance Evaluation: Conduct regular reviews, provide actionable feedback, and design career development pathways for your team members.

3. Tax Responsibilities

• Complex Tax Filings: Oversee the preparation and review of personal, corporate, and partnership returns, including specialized forms like Form 1120 and Form 5472 for foreign owners.
• National & Multi-State Compliance: Maintain awareness of federal, state, and national tax regulations; ensure timely and accurate filing for clients
• Tax Planning & Advisory: Advise clients on strategies to minimize tax liabilities, leveraging cross-border insights and up-to-date regulatory knowledge.

4. Accounting & Bookkeeping Processes

• Monthly/Quarterly Close: Supervise the bookkeeping team to ensure accurate posting of transactions, timely reconciliations (bank, credit card, etc.), and proper month-end or quarter-end close processes.
• Financial Statements: Ensure the preparation of detailed financial statements (balance sheets, income statements, cash flow statements) and any required customized reports for business owners or investors.
• Adjusting Entries & Compliance: Review and post adjusting journal entries; verify compliance with GAAP standards and relevant state/federal regulations.

5. Software Configuration & Optimization

• CCH Axcess Wolters Kluwer:
• Tax Preparation: Serve as the primary tool for corporate, partnership, and individual tax returns.
• Time Tracking & Billing: Oversee and optimize how the team tracks billable hours, ensuring accurate client billing and efficient workflow.
• System Customization: Implement best practices and advanced configurations to improve workflow, collaboration, and data security.
• QuickBooks Desktop & Online:
• Bookkeeping Oversight: Manage and review bookkeeping processes, with a focus on QuickBooks Desktopfor the majority of clients and QuickBooks Online for a smaller subset.
• Advanced Setup: Configure multi-currency, payroll, bank feeds, inventory management, and integrated applications as needed.
• Process Improvements: Identify and implement strategies to streamline data entry, reconciliation, and reporting within QuickBooks platforms.

6. Financial Advisory Synergy

• Cross-Selling Financial Services: Recognize situations where accounting clients can benefit from our financial planning partner’s services—such as investment planning, insurance coverage, or retirement strategies.
• Client Education: Communicate foundational financial planning concepts to clients and make strategic referrals to our in-house financial planner.

7. Client Relationship Management

• Client Consultation: Act as a key point of contact for high-profile clients, ensuring top-tier service and customized solutions for complex needs.
• Business Development: Identify new opportunities for engagement among international and high net-worth individuals; actively participate in networking and client acquisition efforts.

8. Regulatory Compliance & Quality Control

• Audit Readiness: Maintain thorough documentation, ensuring all financial statements and tax returns are audit-ready.
• Policy Enforcement: Uphold firm-wide policies and procedures; maintain a commitment to the highest ethical and professional standards.

Required Qualifications

• Active CPA License in Florida (or eligibility to obtain)
• 7 years of experience in personal, corporate, and partnership tax, including complex international tax scenarios
• Demonstrated Expertise in advanced configuration and optimization of CCH Wolters Kluwer (tax filing, time tracking) and QuickBooks (Desktop & Online)
• Strong Understanding of financial planning principles (e.g., investments, insurance, retirement planning)
• Proven Leadership Experience guiding and developing a team
• Excellent Communication Skills in English; Spanish proficiency is a plus
• Organizational Mastery to handle multiple priorities, projects, and deadlines

Ideal Competencies

• Strategic & Analytical Thinking: Able to anticipate client needs and deliver comprehensive, innovative accounting and tax solutions.
• Results-Oriented: Committed to meeting deadlines while maintaining high standards of quality.
• Collaborative Leadership: Skilled at building cohesive teams and driving a positive, results-driven work environment.
• Continuous Improvement Mindset: Passionate about refining processes, staying ahead of regulatory changes, and integrating emerging technologies.

What We Offer

• Competitive Salary aligned with experience and performance
• Comprehensive Benefits Package (health insurance, retirement plan, paid time off, etc.)
• Flexible Schedule within an in-office environment in Rosemary Beach
• Relocation Assistance for qualified candidates
• Opportunities for Professional Growth including exposure to complex international tax matters and financial planning collaborations
• A Supportive, Collaborative Culture that values integrity, teamwork, and long-term career progression

Job Type: Full-time

Pay: $86,648.00 - $110,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Relocation assistance
• Retirement plan
• Travel reimbursement
• Vision insurance
• Work from home

Schedule:

• Monday to Friday
• Overtime
• Weekends as needed

Supplemental Pay:

• Bonus opportunities
• Performance bonus
• Yearly bonus

Work Location: Hybrid remote in Inlet Beach, FL 32461

Salary : $86,648 - $110,000