Skip to Main Content

Certified Public Accountant

Fortress Wealth Group
Orlando, FL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are looking to partner with an individual to take charge of our family office’s bookkeeping functions, financial reporting, annual tax planning, and tax preparation for clients. The ideal candidate has an existing book of business and is looking to partner with a wealth management firm/family office to grow their business and provide proactive tax advice.

Primary Responsibilities

Duties may include, but not limited to, the following tasks:

  • Complete annual tax planning
  • Prepare tax returns
  • Bookkeeping for the company and the various entities
  • Bookkeeping for business owner clients

Qualifications

The successful candidate will be an experienced tax accountant, most likely with experience as a staff member or senior in the tax department of a Big-4 or regional public accounting firm and will possess the following qualifications:

Experience and Education:

  • 2-4 years of tax experience in a public accounting firm or similar
  • Bachelor’s degree in accounting, finance, or related field
  • CPA is a plus
  • Proficient with QuickBooks Online
  • Proficient with Microsoft Office Suite including Outlook, Excel, and Word

Characteristics:

  • Motivated to provide consistently exceptional service to family office and service providers
  • Ability to work independently and with a team, along with a strong desire to take on new challenges and responsibilities
  • Meticulous attention to detail; accurate and thorough
  • Highly organized with ability to prioritize and multi-task and work in a task-oriented environment
  • Ability to problem-solve and think both creatively and logically
  • Professional in demeanor and able to effectively communicate verbally and in writing with a variety of people, including executives
  • Integrity and confidentially – background check and non-disclosure agreement are required

Fortress Wealth Group

Address

608 E Central Blvd

Orlando, FL
USA

Industry

Finance and Insurance

View all jobs at Fortress Wealth Group