Senior Accountant Lead

3 weeks ago


Fort Myers, Florida, United States Oakwood Capital LLC Full time
About Oakwood Capital
Oakwood Capital is a leader in providing innovative financial solutions to individuals, families, and businesses. Our commitment to excellence and client satisfaction has earned us a reputation as a trusted partner in the industry.

Why Join Us?
Oakwood Capital offers a dynamic work environment with opportunities for professional growth and development. Our team members are passionate about delivering exceptional results and exceeding expectations. We value innovation, collaboration, and continuous learning.

Job Summary
This senior-level position requires a highly motivated and experienced professional to lead our accounting and taxation team. The ideal candidate will possess strong leadership skills, excellent communication abilities, and a deep understanding of financial principles and regulations.

Responsibilities
* Lead teams of accountants, tax preparers, bookkeepers, and relationship managers
* Participate in company strategic planning discussions with senior leadership team
* Perform fractional CFO services for top small and medium-sized business clients
* Prepare financial reports, cash flow forecasting, budgets, and other financial reports for business clients
* Review tax returns and bookkeeping prepared by others within the company for accuracy and adherence to Generally Accepted Accounting Principles
* Correspond with Federal and State taxing authorities, as needed
* Special projects leading to the overall growth of the organization

Requirements
* College or Advanced Degree, preferably in Accounting
* Certified Public Accountant (CPA) or Enrolled Agent
* Ten (10) years or more experience in accounting and taxation
* Strong understanding and ability to provide tax planning advice and to build trusted relationships with the firm's small businesses and individuals
* Ability to prepare tax returns for individuals, corporations, trusts, and estates
* Strong understanding and ability to apply Generally Accepted Accounting Principles to financial statements
* Experience working as a company CFO or performing fractional CFO services for small and medium-sized companies
* Professional demeanor, friendly, enjoys working with others
* Ability to work well with a team of professionals
* Excellent written, verbal, and interpersonal skills
* Self-motivated
* Detail oriented
* Excellent organizational skills
* Ability to multi-task and work in a fast-paced environment

Salary
The estimated salary for this role is $80,000 - $120,000 per year, depending on experience and qualifications. This compensation package includes a comprehensive benefits plan and opportunities for professional growth and development.

Benefits
* Full benefits available, including health, dental, and eye care; life insurance; disability insurance; paid time off; health savings account; and more
* Eligible for 401(k) with company match after 12 months
* Flexible and semi-remote work schedule during off-tax season

Apply Now
Please submit your resume and cover letter to jobble@oakwoodcapital.com or visit our website at www.oakwoodcapital.com/careers/.

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