Staff Accountant and Tax Preparer

Position Overview

Oakwood Capital is committed to empowering individuals, families, and businesses with tailored financial solutions that meet their unique goals. As a “Family Office” for our clients, we offer comprehensive financial planning, investment management, tax strategies & preparation, and insurance services. For small to mid-sized businesses, we serve as a “Virtual CFO,” providing expertise in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management. Our holistic, client-centered approach means we engage in meaningful conversations with our clients to develop a financial roadmap aligned with their personal and financial objectives. Visit our website at www.oakwoodcp.com.

This role offers significant long-term advancement opportunities within a fast-growing company.

Key Responsibilities

• Reports directly to the Senior Vice President of Accounting & Taxation.
• Serves as the Relationship Manager to the firm's corporate and individual clients.
• Prepares tax returns for individuals and various corporations (S-Corps, Partnerships, C-Corps, and Not-for-Profits), ensuring accuracy and recommending both short- and long-term tax savings strategies.
• Prepares financial reports and provides bookkeeping services as required for tax preparation and payroll accuracy.
• Corresponds with Federal and State taxing authorities as needed.
• Leads special projects contributing to the overall growth of the organization.
• Collaborates closely with our wealth management financial advisors.
• Opportunity for sponsorship to take financial securities tests to become a financial advisor, potentially increasing overall compensation 2-4X over time.

Required Qualifications

• Willing to work in the Fort Myers, FL (33907) or Minneapolis, MN office during tax season and for most client appointments; flexible hours with occasional remote work after April 30th.
• Highly motivated with a desire and aptitude for advancement within the organization.
• College or Advanced Degree, preferably in Accounting.
• Certified Public Accountant (CPA) or Enrolled Agent, or on track to achieve within the first year.
• At least two years of experience in accounting and taxation.
• Strong ability to provide tax planning advice and build trusted relationships with small businesses and individual clients.
• Proficient in preparing tax returns for individuals, corporations, trusts, and estates.
• Solid understanding of Generally Accepted Accounting Principles (GAAP) for financial statements.
• Professional demeanor with excellent written, verbal, and interpersonal skills.
• Self-motivated, detail-oriented, and capable of multi-tasking in a fast-paced environment.
• Experience with Intuit QuickBooks Desktop and Online versions.
• Proficiency in Microsoft 365, Adobe, and other business-related software.

Preferred Qualifications

• Experience with Intuit ProSeries and ProConnect is preferred but not required.
• FINRA Series SEI, 63, and 65 licenses are a plus.
• Professional designation, such as the Certified Financial Planner, is highly preferable.

Benefits & Perks

• Compensation: Salary is negotiable based on experience with bonus potential tied to the overall profitability of the organization and personal performance. Pay range: 55,000 - 85,000 USD per year (applicable for both Fort Myers, FL and Minneapolis, MN).
• Benefits: Full benefits package including health, dental, and eye care; life and disability insurance; paid time off; health savings account; and more.
• 401(k): Eligible for company match after 12 months.
• Flexible and semi-remote work schedule during off tax season.
• Significant opportunity for long-term career advancement within the organization.