Certified Public Accountant (CPA)

Summit Athletic Club is seeking a Certified Public Accountant (CPA) to serve as a dedicated personal accountant for the business owner. This is a unique opportunity for a trustworthy, detail-oriented professional who can manage complex personal finances, tax planning, and private investments - while also offering occasional support to our in-house business accountant.

This is a full-time, in-office position designed for someone who is comfortable working independently, highly discreet, and capable of organizing both short- and long-term financial strategies across multiple personal accounts and entities.

Primary Responsibilities (Personal Accounting Focus):

• Manage all aspects of the owner's personal financial records and reporting

• Prepare and file individual tax returns, estimated payments, and required documentation

• Track income from multiple sources, including investments, real estate, and private holdings

• Coordinate and oversee charitable donations and gifting strategies

• Assist with estate planning and trust accounting in collaboration with legal advisors

• Monitor personal budgets, spending, and financial goals

• Provide high-level financial advice and tax planning to support long-term wealth management

• Maintain strict confidentiality and professionalism at all times

Secondary Responsibilities (Support for Summit Athletic Club Accountant):

• Collaborate with the Summit Athletic Club accountant on owner-related business financial matters

• Assist with organizing tax documents, reports, and reconciliations when needed

• Offer professional input or review on accounting or tax-related questions

• Serve as a backup resource during peak periods or when special projects arise

Qualifications:

• Active CPA license (Required)

• Bachelor's or Master's degree in Accounting, Finance, or a related field

• Minimum of 3 years experience in personal accounting, private client services, or family office environments

• Strong tax knowledge and familiarity with complex individual returns

• Experience managing investment accounts, trusts, or high-net-worth finances (preferred)

• Proficient in financial software (e.g., QuickBooks, Excel, tax prep programs)

• Highly organized, self-motivated, and detail-oriented

• Must demonstrate discretion, reliability, and trustworthiness

What We Offer:

• Competitive wages and benefits

• Stable, long-term full-time employment

• Comfortable and professional office environment

• Opportunity to make a significant impact in a key support role

• Access to gym facilities and club amenities

ARE YOU READY TO JOIN OUR TEAM?

If you feel that you would be right for this full-time Accountant/Bookkeeper with Legal and Real Estate Expertise position, meet these qualifications and are eager to contribute your expertise to our team please fill out our initial 3-minute, mobile-friendly application so that we can review your information. Join us and help drive our financial success while making an impact in a dynamic
industry!