What are the responsibilities and job description for the Senior Staff Accountant / Future CPA Firm Partner position at Fort Myers CPA Firm?
Senior Staff Accountant / Future CPA Firm Partner
Location: Fort Myers, FL
Company: Great Oak CPA
Build Your Career. Become a Future Owner.
Great Oak CPA is seeking an experienced public accountant who is looking for more than just a job. We are searching for a professional with at least three years of recent public accounting experience who wants to become an integral part of our growing firm.
The owner plans to retire within 5 to 7 years, creating an exceptional opportunity for the right individual to grow into a leadership role and potentially assume ownership of the practice.
If you're entrepreneurial, client-focused, and interested in building a long-term career with the possibility of purchasing a well-established CPA firm, we'd like to meet you.
Responsibilities
- Prepare individual, partnership, S corporation, C corporation, fiduciary, and nonprofit tax returns
- Perform tax planning and research
- Prepare financial statements and related workpapers
- Review bookkeeping and accounting records
- Assist clients with QuickBooks questions and troubleshooting
- Communicate directly with clients regarding tax and accounting matters
- Respond to IRS and state notices
- Help improve firm processes and workflow
- Mentor junior staff as the firm grows
- Develop lasting relationships with clients and become a trusted advisor
Qualifications
- Minimum 3 years of proven experience working in a public accounting firm
- CPA license preferred or actively pursuing licensure
- Strong knowledge of federal income tax preparation for individuals and businesses
- Experience preparing financial statements
- Proficiency with QuickBooks
- Excellent written and verbal communication skills
- Highly organized with exceptional attention to detail
- Ability to manage multiple deadlines during tax season
- Professional, ethical, and client-service oriented
- Self-motivated and capable of working independently
- Preferred Experience
- Tax planning
- Payroll and sales tax
- IRS representation and notice resolution
- Practice management software experience (Canopy or similar)
- Experience advising small business clients
What We Offer
- Competitive salary based on experience
- Paid vacation and holidays
- Continuing education and CPA license support
- Flexible work environment
- Opportunity to help shape the future of the firm
- Direct mentoring from the owner
- Clear path to management, leadership, and potential firm ownership within 5–7 years
Who We're Looking For
- This position is ideal for someone who wants to build a career—not change jobs every few years. We arelooking for an accountant who values integrity, enjoys working closely with clients, and wants to becomepart of a respected local CPA practice for the long term.
- If your goal is to eventually own a successful CPA firm while serving an established client base, we'd love totalk with you.
To Apply:
- Please submit your résumé along with a brief cover letter describing your public accounting experience, your career goals, and why you're interested in a long-term opportunity with Great Oak CPA.
Pay: $72,575.70 - $87,403.00 per year
Benefits:
- Paid sick time
- Paid time off
- Retirement plan
Education:
- Bachelor's (Required)
Experience:
- recent CPA Firm : 3 years (Required)
License/Certification:
- CPA (Preferred)
Work Location: In person
Salary : $72,576 - $87,403