Full-Time | In-Office | Bradenton, FL

Join a respected estate and financial planning organization where your expertise helps shape strategy, strengthen compliance, and support long-term client success.

We are seeking an accomplished CPA to join our Bradenton team in a highly visible role supporting leadership, attorneys, financial professionals, and clients. This position offers the opportunity to contribute beyond traditional accounting work — combining technical excellence with strategic input in a sophisticated, client-centered environment.

For a professional who values stability, collaboration, and meaningful responsibility, this role offers the chance to make a direct impact while building a long-term career with a growing organization.

Key Responsibilities

• Prepare and review financial statements in accordance with GAAP
• Oversee tax preparation and filings for individuals and business entities
• Provide proactive tax planning and advisory insight
• Conduct financial reviews and audits to identify risk, ensure compliance, and improve performance
• Support budgeting, forecasting, and financial reporting initiatives
• Contribute to business strategy, investment analysis, and risk management
• Communicate clearly and professionally with clients and internal stakeholders
• Leverage AI-enabled tools to support efficiency, accuracy, and workflow optimization

Qualifications

• Active CPA license preferred; highly qualified candidates actively pursuing certification will be considered
• Bachelor’s degree in Accounting, Finance, or a related discipline
• Background in tax, audit, financial reporting, or advisory work
• Strong command of GAAP, tax regulations, and core accounting principles
• Experience with NetSuite or similar accounting systems
• Exceptional attention to detail and sound professional judgment
• Strong communication skills with the ability to build trust and credibility
• Ability to manage priorities effectively in a deadline-driven environment

What We Offer

• Stable, full-time in-office role with a consistent schedule
• Competitive compensation aligned with experience and expertise
• Weekly pay
• Comprehensive benefits package including health, dental, vision, and life insurance after 90 days
• Paid holidays, PTO, and vacation
• 401(k) with company match
• A professional environment with long-term opportunity and meaningful responsibility

This is an excellent opportunity for a CPA who wants to contribute at a higher level within a respected, growth-oriented organization.

Apply today to join a team where technical skill, strategic thinking, and client service are genuinely valued.