Staff Accountant and Tax Preparer

Position Overview

Oakwood Capital is committed to empowering individuals, families, and businesses with tailored financial solutions. As a leading “Family Office” and Virtual CFO for small to mid-sized businesses, our holistic, client-centered approach provides comprehensive financial planning, investment management, tax strategies, and more. In this role, you will support our Accounting & Tax Division by preparing tax returns, managing financial reports, and building trusted relationships with our clients while enjoying significant opportunities for long‐term advancement.

Key Responsibilities

• Reports directly to the Senior Vice President of Accounting & Taxation.
• Acts as Relationship Manager to the firm's corporate and individual clients.
• Prepares tax returns for individuals, S-Corps, Partnerships, C-Corps, and Not-for-Profits with a focus on accuracy and strategic tax savings.
• Prepares financial reports and bookkeeping services as required for accurate tax preparation and payroll processing.
• Corresponds with Federal and State taxing authorities as needed.
• Leads special projects aimed at the overall growth of the organization.
• Collaborates closely with wealth management financial advisors.
• Opportunity for sponsorship to take various financial securities tests, which could increase overallcompensation2-4X over time.

Required Qualifications

• Willingness to work in the Fort Myers, FL (33907) or Minneapolis, MN office during tax season, with flexible hours and occasional remote work after April 30th.
• Highly motivated with a strong desire and skills to advance within the organization.
• College or Advanced Degree, preferably in Accounting.
• Certified Public Accountant (CPA) or Enrolled Agent (or in the process during the first year).
• A minimum of two years of experience in accounting and taxation.
• Strong understanding of tax planning and the ability to build trusted relationships with small businesses and individuals.
• Proficiency in preparing tax returns for individuals, corporations, trusts, and estates.
• Ability to apply Generally Accepted Accounting Principles to financial statements.
• Professional demeanor with excellent written, verbal, and interpersonal skills.
• Self-motivated, detail oriented, and highly organized with the ability to multi-task in a fast-paced environment.
• Experience with Intuit QuickBooks Desktop and Online versions.
• Experience with Intuit ProSeries and ProConnect is preferred but not required.
• Proficiency in Microsoft 365, Adobe, and other business-related software.
• FINRA Series SEI, 63, and 65 licenses are a plus but not required.
• A professional designation such as Certified Financial Planner is highly preferable.

Compensation & Benefits

• Compensation:Salary is negotiable based on experience.
• Bonus Potential:Eligible for bonus based on overall profitability of the global organization and personal performance in the Accounting & Tax Division.
• Benefits:Full benefits available including health, dental, eye care, life insurance, disability insurance, paid time off, a health savings account, and more.
• Retirement:Eligible for 401(k) with company match after 12 months.
• Work Schedule:Enjoy a flexible and semi-remote work schedule during off tax season.
• Location:Opportunities available in Fort Myers, FL and Minneapolis, MN.
• Pay Range:55,000 - 85,000 USD per year (for both Fort Myers, FL and Minneapolis, MN).