Senior Vice President of Accounting & Taxation Job at Oakwood Capital, Fort Myers, FL

OVRFeUNsdXRBSjYzZUlJc2hnZVdnaVUvN0E9PQ==
  • Oakwood Capital
  • Fort Myers, FL

Job Description

About Oakwood Capital

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 designed to support every facet of their financial lives.

For small to mid-sized businesses, we serve as a “Virtual CFO,” delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management.

Our approach is holistic and client-centered. We engage in meaningful conversations to understand our client’s aspirations and develop a financial roadmap aligned with their personal and financial objectives.

With decades of combined experience, our team brings a wealth of knowledge to each partnership, guiding clients toward financial security and lasting peace of mind.

At Oakwood Capital, we are not just advisors; we are partners on your journey, committed to providing stability and confidence for your family and business.

Visit our website at

About the role

  • Significant opportunity for advancement within a fast-growing company
  • Salary is negotiable based on experience and desire to move up within the organization
  • Bonus potential based on overall profitability of the global organization and personal performance in the Accounting & Tax Division
  • Full benefits available, including health, dental, and eye care; life insurance; disability insurance; paid time off; health savings account; and more
  • Eligible for 401(k) with company match after 12 months
  • Flexible and semi-remote work schedule during off tax season

What you'll do

  • Report directly to the President of the Accounting & Taxation division
  • Lead teams of accountants, tax preparers, bookkeepers, and relationship managers
  • Participate in company strategic planning discussions with senior leadership team
  • Relationship Manager to the firm’s top corporate and individual relationships
  • Perform fractional CFO services for our top small and medium sized business clients
  • Prepare financial reports, cash flow forecasting, budgets, and other financial reports for our business clients.
  • Prepare tax returns for high-net-worth individuals, and all types of corporations such as S-Corps, Partnerships, C-Corps, and Not-for-Profits with a focus on ensuring accuracy and recommendations for both short- and long-term tax savings
  • Review tax returns and bookkeeping prepared by others within the company for accuracy and adherence to Generally Accepted Accounting Principles 
  • Correspond with Federal and State taxing authorities, as needed
  • Special projects leading to the overall growth of the organization
  • Work closely with our wealth management financial advisors.

Qualifications

  • Candidate must be willing to work in our Fort Myers, Florida (33907) office during tax season and during most client appointments; flexible hours and occasionally working from home or remotely is acceptable after April 30th
  • Ideal candidates will be highly motivated with the desire and skills to move up quickly within the organization
  • College or Advanced Degree, preferably in Accounting
  • Certified Public Accountant (CPA) or Enrolled Agent
  • Ten (10) years or more experience in accounting and taxation
  • Strong understanding and ability to provide tax planning advice and to build trusted relationships with the firm’s small businesses and individuals
  • Ability to prepare tax returns for individuals, corporations, trusts, and estates.
  • Strong understanding and ability to apply Generally Accepted Accounting Principles to financial statements.
  • Experience working as a company CFO or performing fractional CFO services for small and medium-sized companies
  • Professional demeanor, friendly, enjoys working with others
  • Ability to work well with a team of professionals
  • Excellent written, verbal, and interpersonal skills
  • Self-motivated
  • Detail oriented
  • Excellent organizational skills
  • Ability to multi-task and work in a fast-paced environment.
  • Experience with Intuit QuickBooks Desktop and Online versions
  • Experience with Intuit ProSeries and ProConnect is preferred but not required
  • Computer literate in Microsoft 365, Adobe, and other business-related software

PI1339deb0cb6b-30492-36349827

Job Tags

Temporary work, Remote job, Work from home, Flexible hours,

Similar Jobs

TIFCO Industries

Corporate Recruiter Job at TIFCO Industries

 ...efficiently manage their maintenance and repair needs. Role Description This is a full-time, on-site position for a Corporate Recruiter located in Cypress, TX. The Corporate Recruiter will be responsible for managing the recruitment lifecycle, sourcing and screening... 

Ameriship Parcel Delivery

Courier/Independent Contractor Job at Ameriship Parcel Delivery

Job Details: Position: Delivery driver Pay: $400 - $1,300 per week (paid per delivery) Job Type:Independent Contractor/Courier Schedule: Monday through Friday (Saturday Availability) Location: Englewood, CO 80110 Job Summary: Ameriship Parcel Delivery...

NFM Lending

Mortgage Loan Officer Job at NFM Lending

 ...environment. Essential Job Functions: Specific tasks will include, but are not limited to, the following: Maintain an active Mortgage Loan Originator License. Production at or above minimum level of: o Full-time Loan Originator- $1,750,000 in closed loan... 

Snappr

Photographer Job at Snappr

 ...Snappr is currently looking for a skilled Food Photographer based in Gainesville, FL to join our team. The ideal candidate will have a strong eye for detail and the creative ability to capture high-quality images of food that highlight texture, color, and presentation... 

Smoking Tiger

Barista Job at Smoking Tiger

 ...of all ages can come together to create shared memories and embrace cultural differences without barriers. We serve our specialty coffee to each customer that walks through our doors. We are looking for friendly, hard-working, self-motivated PART-TIME Team Members...