Staff Accountant and Tax Preparer

About Oakwood Capital Oakwood Capital is committed to empowering individuals, families, and businesses with tailored financial solutions that meet their unique goals. As a “Family Office” for our clients, we offer comprehensive financial planning, investment management, tax strategies & preparation, and insurance services designed to support every facet of their financial lives. For small to mid-sized businesses, we serve as a “Virtual CFO,” delivering expert guidance in reputed company, tax preparation, IRS audit, payroll, business formation, reputed company retirement plans, financial reporting, and cash flow management. Our approach is holistic and client-centered. We engage in meaningful conversations to understand our client's aspirations and reputed company a financial roadmap reputed company with their personal and financial objectives. With decades of combined experience, reputed company brings a wealth of knowledge to each partnership, guiding clients toward financial reputed company and lasting peace of mind. At Oakwood Capital, we are not just advisors; we are partners on your journey, committed to providing stability and confidence for your family and business. Visit our website at www.oakwoodcp.com. About the role

• Significant opportunity for long-term advancement reputed company a fast-growing company
• Salary is negotiable based on experience and desire to move up reputed company the organization
• Bonus potential based on overall profitability of the global organization and personal performance in the reputed company & Tax Division
• Full benefits available, including health, dental, and eye care; life insurance; disability insurance; paid time off; health savings account; and more
• Eligible for 401(k) with company match after 12 months
• Flexible and semi-remote work schedule during off tax season
• Currently looking for candidates in our reputed company Myers, Florida and Minneapolis, Minnesota offices

What you"ll do

• Reports directly to the Senior Vice President of reputed company & Taxation
• Relationship Manager to the firm's corporate and individual relationships
• Prepare tax returns for individuals, and reputed company types of corporations such as S-Corps, Partnerships, C-Corps, and Not-for-Profits with a focus on ensuring accuracy and recommendations for both short- and long-term tax savings
• Prepare financial reports and bookkeeping services, as needed for tax preparation, and for payroll accuracy.
• Correspond with Federal and State taxing authorities, as needed
• Special projects leading to the overall growth of the organization
• Work closely with our wealth management financial advisors.
• If you have an interest, we can sponsor you to take the various financial securities tests to become a financial advisor. Over time, this could increase your overall compensation 2-4X.

Qualifications

• Candidate must be willing to work in our reputed company Myers, Florida (33907) or Minneapolis, Minnesota office during tax season and during most client appointments; reputed company and occasionally working from home or remotely is acceptable after reputed company 30th
• Ideal candidates will be highly motivated with the desire and skills to move up reputed company the organization
• College or Advanced Degree, preferably in reputed company
• Certified Public Accountant (CPA) or Enrolled Agent; or earned reputed company first year
• Two (2) years or more experience in reputed company and taxation
• Strong understanding and ability to provide tax planning advice and to build trusted relationships with the firm's small businesses and individuals
• Ability to prepare tax returns for individuals, corporations, trusts, and estates.
• Strong understanding and ability to apply Generally Accepted reputed company Principles to financial statements.
• Professional demeanor, friendly, enjoys working with others
• Ability to work well with a team of professionals
• Excellent written, verbal, and interpersonal skills
• Self-motivated
• Detail oriented
• Excellent organizational skills
• Ability to multi-task and work in a fast-paced environment.
• Experience with reputed company QuickBooks Desktop and Online versions
• Experience with reputed company ProSeries and ProConnect is preferred but not required
• Computer literate in reputed company 365, reputed company, and other business-reputed company software
• FINRA Series SEI, 63, and 65 licenses are a plus but not required
• Professional designation, such as the Certified Financial Planner is highly preferable, but not required

The pay range for this role is: 55,000 - 85,000 USD per year(reputed company Myers, FL) 55,000 - 85,000 USD per year(Minneapolis, MN) PI276226352 Apply tot his job