CPA (Certified Public Accountant)

CPA (Certified Public Accountant) Wealthy Group of Companies LLC Jacksonville, FL Job Details Full-time $110,000 - $130,000 a year 1 day ago Qualifications CPA Financial reporting Federal tax return preparation Financial compliance Full Job Description We are partnering with a well-established and highly respected public accounting firm in Jacksonville that has spent years building a loyal and steadily growing client base throughout the local community. The firm generates approximately $1M in annual revenue and services nearly 1,000 active clients ranging from individuals and families to small businesses, local operators, and trusts. Their reputation has been built through personalized service, long-term relationships, and being a trusted financial resource for "mom-and-pop" businesses that value accessibility, consistency, and hands-on support from their CPA. Unlike larger firms that operate with layers of bureaucracy and rigid corporate structure, this practice offers a far more relationship-driven and collaborative environment where clients are known personally and the work has a direct impact on the people and businesses being served. The firm has maintained a strong foundation and continues to experience steady growth, creating long-term opportunity for the right professional to grow alongside the business as the client base expands year after year. The firm is seeking a Certified Public Accountant to step into a central leadership role as the primary CPA within the practice. This position is ideal for someone who enjoys the core fundamentals of public accounting and wants to work in a stable, well-run environment without the intensity, politics, and burnout commonly associated with larger corporate firms. The incoming CPA will play a highly visible role within the organization, overseeing tax preparation and review, signing off on returns, reviewing bookkeeping work completed by staff accountants, and serving as a trusted advisor to clients across a wide variety of industries and financial situations. The role offers a healthy balance of technical accounting responsibilities and client interaction, making it a strong fit for someone who enjoys building relationships while still remaining deeply involved in the accounting and tax side of the business. The team currently consists of four accountants, creating a close-knit office atmosphere where collaboration, reliability, and professionalism are highly valued. This opportunity also offers meaningful long-term upside, as the firm is continuing to grow and is looking for someone who can become a major pillar of the organization moving forward. Responsibilities Prepare, review, and sign off on a high volume of individual, business, and trust tax returns while ensuring accuracy, compliance, and timely completion Oversee approximately 900 personal tax returns annually, along with several hundred business clients and roughly 50 trust accounts across a diverse client base Review bookkeeping, financial statements, reconciliations, and accounting work completed by staff accountants to ensure quality and consistency Serve as the lead CPA within the firm, providing guidance and oversight on day-to-day accounting and tax-related matters Build and maintain strong long-term relationships with clients by acting as a trusted advisor for tax, accounting, and general financial questions Communicate directly with business owners, families, and individual clients regarding filings, compliance issues, tax strategies, and financial concerns Assist clients with tax planning and provide proactive recommendations to help support their financial and business goals Work closely with the internal accounting team to maintain efficient workflows and ensure deadlines are consistently met during busy seasons Support and mentor junior accounting staff while helping maintain a collaborative and team-oriented office culture Contribute to the continued growth and long-term stability of the practice as the client base continues expanding year after year Qualifications Active CPA license required with strong technical knowledge of tax preparation, compliance, and public accounting standards Prior public accounting experience strongly preferred, particularly within a small or mid-sized CPA firm environment Experience preparing and reviewing individual, business, and trust tax returns across multiple client types and industries Strong understanding of bookkeeping review, financial statement analysis, and general accounting procedures Comfortable managing direct client interaction and building long-term professional relationships with a service-oriented mindset Ability to manage multiple priorities, deadlines, and client engagements in a fast-paced public accounting environment Strong attention to detail and organizational skills with the ability to maintain accuracy across a high volume of work Team-oriented professional who enjoys collaborating closely with staff in a smaller office setting Looking for a stable, long-term opportunity with growth potential and increased responsibility over time Must be comfortable working onsite full-time in Jacksonville as part of a collaborative in-office environment Compensation $110,000 - $130,000 base salary with long-term growth opportunity as the firm and client base continue expanding Opportunity to work within a stable, established CPA practice with a loyal and recurring client portfolio Collaborative, low-politics office environment that offers a strong alternative to larger corporate accounting firms High level of visibility and importance within the organization as the primary CPA overseeing core accounting operations Ability to work closely with business owners and individual clients in a highly relationship-driven environment Long-term opportunity to become a major contributor and key pillar within a growing public accounting practice