Certified Public Accountant Evolution Retirement Services Fort Myers, FL Job Details Full-time $60,000 - $90,000 a year 1 hour ago Benefits Health insurance 401(k) Flexible schedule Qualifications Master's degree in accounting CPA Attention to detail QuickBooks Financial services Bachelor's degree in accounting Full Job Description Overview We are seeking a highly motivated and detail-oriented Certified Public Accountant (CPA) to join our dynamic finance team. This role offers an exciting opportunity to leverage your expertise in accounting, tax, auditing, and financial analysis to support a diverse range of clients and internal functions. As a CPA, you will play a vital role in ensuring compliance with regulatory standards, preparing accurate financial statements, and providing strategic financial insights that drive informed decision-making. Your energetic approach and strong technical skills will contribute to our mission of delivering exceptional financial services and solutions. Duties Prepare, review, and analyze financial statements in accordance with GAAP (Generally Accepted Accounting Principles) and regulatory reporting requirements. Conduct audits and internal controls reviews, compliance assessments, to ensure accuracy and integrity of financial data. Manage tax planning, preparation, and filing processes, including experience with tax accounting and estate planning strategies. Perform account reconciliation, balance sheet reconciliation, and general ledger accounting to maintain precise financial records. Support mergers & acquisitions activities through financial due diligence, analysis of securities law implications, and integration planning. Utilize accounting software such as QuickBooks, Xero, Sage, and other financial software tools for bookkeeping, payroll processing, and financial report writing. Assist with budgeting, asset management, non-profit accounting, and regulatory reporting tasks to ensure organizational compliance and efficiency. Analyze financial concepts related to private equity investments, investment strategies, or financial services to provide actionable insights. Develop comprehensive financial reports that interpret complex data for stakeholders while maintaining clarity in financial report writing. Skills Extensive knowledge of accounting principles including GAAP, double entry bookkeeping, debits & credits, and technical accounting standards. Proficiency with accounting software such as QuickBooks, Xero, Sage, Quicken, and other relevant tools for bookkeeping and financial management. Strong understanding of tax experience including tax planning strategies for individuals or organizations. Familiarity with securities law regulations relevant to investment activities or corporate compliance. Experience in auditing procedures along with analysis skills necessary for account analysis and account reconciliation. Ability to interpret financial statements accurately through analysis skills and financial report interpretation expertise. Knowledge of estate planning laws such as wills & trusts & estate law to advise clients on succession strategies. Competence in budgeting processes, asset management techniques, and non-profit accounting practices. Excellent communication skills for effective financial report writing and presentation of complex concepts clearly. Demonstrated ability to perform balance sheet reconciliation and general ledger reconciliation efficiently while maintaining high accuracy standards. Join us as a Certified Public Accountant if you're eager to apply your comprehensive accounting expertise in a vibrant environment where your skills directly impact organizational success!

Pay:

$60,000.00 - $90,000.00 per year

Benefits:

401(k) Flexible schedule Health insurance

Work Location:

Hybrid remote in Fort Myers, FL 33907