Certified Public Accountant (CPA) | On Site | Bradenton
About The Position
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.
Requirements
- 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
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
Benefits
- health, dental, vision, and life insurance after 90 days
- Paid holidays, PTO, and vacation
- 401(k) with company match
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What This Job Offers
Job Type
Full-time
Career Level
Senior
