We are looking for an experienced Sr. Accountant to support core accounting operations in Fort Myers, Florida. This role will play a key part in maintaining accurate financial records, managing close activities, and ensuring the integrity of reconciliations across multiple accounts. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to work effectively in a deadline-driven environment.<br><br>Responsibilities:<br>• Lead monthly closing activities by preparing and reviewing financial entries, accruals, and supporting schedules to ensure timely reporting.<br>• Maintain the general ledger by recording accounting activity accurately and investigating variances or unusual balances.<br>• Prepare and post journal entries with appropriate documentation and alignment to accounting standards and internal controls.<br>• Perform detailed account reconciliations on a recurring basis and resolve discrepancies in a thorough and timely manner.<br>• Complete bank reconciliations by comparing financial records to banking activity and researching outstanding items.<br>• Partner with internal stakeholders to gather financial data, clarify account activity, and support accurate period-end reporting.<br>• Assist with process improvements related to accounting workflows, documentation, and reporting accuracy as needed.
<p>We are looking for an experienced Sr. Accountant to support core accounting operations for a construction company in Naples, Florida. This position plays a key role in maintaining accurate financial records, overseeing close activities, and ensuring the integrity of general ledger reporting. The ideal candidate brings strong analytical ability, attention to detail, and a solid background in reconciliation and month-end accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities by preparing schedules, reviewing balances, and helping ensure timely and accurate financial reporting.</p><p>• Maintain the general ledger by recording and reviewing financial activity in accordance with accounting standards and company policies.</p><p>• Prepare and post journal entries with clear support and appropriate documentation for recurring and non-recurring transactions.</p><p>• Reconcile balance sheet accounts on a regular basis, investigate discrepancies, and resolve outstanding items efficiently.</p><p>• Perform bank account reconciliations and verify cash activity to support accurate cash reporting and internal control compliance.</p><p>• Analyze financial data and account activity to identify variances, trends, and potential issues requiring follow-up.</p><p>• Assist with process updates, reporting needs, and other accounting initiatives that support the department’s operational goals.</p>
<p>We are seeking a<strong> licensed CPA Tax Manager</strong> for a boutique accounting firm dedicated to serving ultra-high-net-worth (UHNW) families and individuals. They specialize in sophisticated income tax planning and generational wealth transfer strategies. We are seeking a growth-oriented, driven professional who can work both independently and collaboratively. In this role, you will lead complex technical tasks while delivering the "white-glove" service our clients expect and deserve. Because delivering this level of excellence requires sharp, focused minds, we intentionally manage our client roster to ensure our team never faces the grueling 80-hour work weeks typical of tax season. <strong>This is a possible contract-to-hire opportunity.</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>The Tax Manager will oversee all aspects of the tax planning, preparation, and review process for their assigned client base. You will lead complex tax research projects, manage client compliance and reporting, and act as a trusted advisor. </p><p><br></p><p><strong><u>Key Responsibilities </u></strong></p><p>• Tax Review & Preparation: Review complex individual, business, and trust tax returns. Prepare highly complex returns as needed. </p><p>• Strategic Planning: Prepare tax projections and proactively identify tax-saving opportunities for UHNW/HNW clients. </p><p>• Project Management: Organize workflows, prioritize engagements, and ensure all statutory deadlines are met efficiently and accurately. </p><p>• Research & Analysis: Perform high-level tax research, document potential issues within returns and workpapers, and assess legislative proposals through a strategic tax lens. </p><p>• Cross-Functional Collaboration: Collaborate with personnel throughout the company to obtain, analyze, and synthesize data for seamless tax compliance. </p><p>• Team Leadership: (Optional but recommended) Mentor, train, and provide technical guidance to junior tax staff and seniors.</p>
We are looking for a detail-oriented Tax Preparer to support clients with accurate and timely individual tax filings. This position is ideal for someone who is confident navigating personal tax returns, reviewing financial information carefully, and delivering dependable service throughout the tax season. The role offers the opportunity to work directly with clients, apply sound judgment, and use tax software to prepare compliant returns.<br><br>Responsibilities:<br>• Prepare individual income tax returns using client-provided financial records and supporting documentation.<br>• Review tax forms, income statements, deductions, and credits to ensure filings are complete and accurate.<br>• Gather and organize client information while identifying missing details needed to finalize returns.<br>• Use tax software to enter tax data, calculate liabilities or refunds, and produce finalized filings.<br>• Communicate with clients to clarify financial information and explain filing requirements clearly.<br>• Stay current on applicable tax rules affecting individual returns and apply those standards during preparation.<br>• Maintain organized records and support a smooth filing process by tracking deadlines and submission status.<br>• Assist with corrections, follow-up documentation, and updates related to submitted individual tax returns.