Certified Public Accountant (CPA)

Position Overview

The Holton Company, LLC, a family-owned firm, seeks an experienced Certified Public Accountant (CPA) with expertise and accomplishments in trust and estate management. This role is essential for ensuring compliance with intricate tax laws, fostering multi-generational wealth preservation, and managing strategic financial initiatives. The CPA will oversee trust structures, provide expert guidance on estate planning, and support the family’s legacy and philanthropic goals. With opportunities for professional growth, competitive compensation, performance-based bonuses, and opportunities for investment alongside the principal, this position is a chance to lead impactful wealth management strategies. This position includes the unique opportunity to be part of the C-level leadership team overseeing the transitioning of ownership of a leading surgical business owned by the Holton Company that is scheduled to occur over the next 12 to 24 months. The incumbent will play a critical role in driving this high-impact process and shaping its successful execution.

Key Responsibilities

Trust Administration

• Manage the administration of all family trusts, ensuring adherence to U.S. estate and trust regulations.
• Conduct detailed reviews with trustees and beneficiaries, providing actionable financial advice.
• Develop efficient systems for trust reporting, documentation, and regulatory compliance.

Tax Strategy and Compliance

• Deliver advanced financial modeling to support wealth preservation initiatives across generations.
• Evaluate and recommend investment opportunities that align with family objectives and risk profiles.
• Innovate strategies to enhance financial returns while minimizing exposure to risks.

Wealth Preservation and Growth

• Collaborate with external advisors to develop and execute long-term wealth preservation strategies.
• Monitor and evaluate investment opportunities, including those related to PVG, ensuring alignment with family objectives and risk tolerance.
• Identify innovative investment strategies to maximize returns while minimizing risks.

Estate and Legacy Planning

• Regularly update estate plans to reflect family objectives and changes in laws.
• Provide frameworks for philanthropic endeavors and initiatives to bolster family legacies.
• Manage planning for distributions related to family investments, such as PVG, and other key assets.

Financial Reporting and Oversight

• Ensure comprehensive reporting on all family assets, liabilities, and trust-related activities.
• Oversee liquidity management and allocate resources effectively for investments and philanthropy.
• Prepare thorough financial statements and visual presentations for family and stakeholder meetings.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or related discipline (CPA certification required; advanced degrees preferred).
• Experience: 4 years in financial management, trust/estate management, and investment strategy.
• Technical Expertise:
• Deep understanding of U.S. estate and tax law.
• Proven track record in managing multi-generational family wealth.
• Strong analytical and problem-solving skills.
• Exceptional communication and relationship management abilities.
• Leadership Skills: Strong organizational, interpersonal, and team leadership capabilities.
• Analytical Skills: Ability to conduct financial modeling and assess new investment opportunities.

Compensation and Benefits

• Competitive salary based on experience and 30% bonus opportunity.
• Additional compensation for managing the Holton Family Foundation to be determined.
• Comprehensive benefits package including performance bonuses, new investment opportunities, and healthcare.
• Sweat equity opportunities.

Why Join Us?

The Holton Company offers a unique opportunity to lead and shape critical financial and administrative strategies, driving multi-generational wealth preservation and growth. This role provides exposure to diverse responsibilities, including trust management, innovative investment strategies, experience with divestiture processes, and integration of AI-driven RCM and EMR systems in the healthcare sector. You’ll collaborate with top-tier advisors, work on forward-thinking projects, and directly influence strategic decision-making. With competitive compensation, professional growth opportunities, and the chance to manage a philanthropic foundation, this position allows you to make a lasting impact on both the company and the family it represents.

Keywords: Certified Public Accountant, Trust Management, Estate Planning, Tax Compliance, Wealth Preservation, Financial Reporting, Investment Strategies, Multi-Generational Wealth, Philanthropy, Asset Oversight.

Job Type: Full-time

Pay: From $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Naples, FL 34109 (Required)

Ability to Relocate:

• Naples, FL 34109: Relocate before starting work (Required)

Work Location: In person

Salary : $150,000