What are the responsibilities and job description for the In-House CPA – Tax Strategy + Wealth Management | Sarasota, FL position at Royal Oak Financial Group?
We're seeking a forward-thinking Certified Public Accountant (CPA) to join our Sarasota office—not for a traditional tax role, but for a rare hybrid position that blends tax expertise with wealth management advisory.
If you’re a high-performing CPA who’s ever wondered what it would be like to earn advisor-level income while continuing to do what you do best—tax strategy and planning—this is the opportunity.
Above-Average Salary Exponential Income Potential:
We offer a competitive base salary, but the real value lies in your ability to generate advisory income from wealth management fees. Our model gives CPAs the chance to earn more than many partners in traditional CPA firms—without the overhead, burnout, or bureaucracy.
What You'll Do:
- Deliver high-level tax planning and preparation for retirees and high-net-worth individuals
- Collaborate with our financial planning team to integrate tax and retirement strategy
- Support investment planning through a fiduciary framework (Series 66 required or supported)
- Serve as the in-house Sarasota tax wealth expert for client strategy
- Maintain accurate, compliant, and timely tax filings
What We're Looking For:
- Active CPA or deep tax expertise
- Series 66 license (or willingness to obtain—with our full support)
- Desire to work with clients beyond tax season, focusing on long-term financial outcomes
- Full-time, in-office presence in Sarasota, FL
- Exceptional communication skills and a proactive, collaborative attitude
What You Get:
- Above-average base salary
- Access to ongoing advisory revenue from clients you serve
- Training and licensing support for Series 66
- Full infrastructure: marketing, admin, tech, CRM, and client flow
- The ability to build a long-term client base within a growing firm
About Royal Oak Financial Group:
We’re a retirement-focused, full-service financial firm offering wealth management, tax planning, and small business services. Headquartered in Worthington, Ohio, we're expanding into Sarasota with a vision of in-house, fully integrated tax and advisory service.
This role mirrors a proven model that has dramatically improved client outcomes—and significantly increased advisor earnings—in our Ohio offices. We’re now bringing that success to Florida.
Apply now or reach out confidentially to learn more. This is a rare opportunity to transform your CPA skill set into a powerful long-term financial career.