Why This Is a Great Opportunity
- Step into a high-impact accounting leadership role where you will help guide client work, review financials, manage project flow, and support a growing accounting team.
- Work directly with business owners and internal team members in a role that blends accounting review, client communication, workflow management, and leadership.
- Join a highly rated, relationship-driven CPA firm with a 4.9 star reputation and a strong commitment to client trust, accuracy, and education.
- Use your accounting experience to identify issues, spot variances, improve processes, and help clients make better business decisions.
- Grow into a long-term leadership path with the potential to become a future Accounting Manager or successor-level team member.
Location: Tampa, FL. This role is full-time on-site during the first 90 days of training. After training, the role remains primarily in-person with flexibility around start and finish times, and hybrid flexibility may be earned on a case-by-case basis once you are fully trusted, able to work independently, and consistently adding value to clients and the team. Candidates must already live in the Tampa Bay area within a reasonable commute.
Note: We are looking for a seasoned accounting professional with strong client-facing experience, payroll tax knowledge, and the ability to review client financials before tax preparation. This person must be comfortable identifying variances, anomalies, missing items, and financial issues while coordinating workflow across the team.
About Us
We are a fast-growing CPA firm in South Tampa that helps small and midsize businesses with accounting, tax, payroll, and business advisory support. Confidential Employer. Our team is built around trust, responsiveness, education, and personal relationships with our clients. We take pride in understanding each client’s business, improving financial procedures and processes, and helping business owners make better decisions with accurate, timely financial information.
Job Description
- Review client financials before tax preparation to identify variances, anomalies, missing items, and potential issues.
- Oversee workflow and project flow across client accounting work, making sure priorities, deadlines, and deliverables stay on track.
- Coordinate with internal accounting team members to ensure work is completed accurately, efficiently, and in line with client expectations.
- Communicate directly with business owners and client contacts to gather information, explain findings, set expectations, and resolve questions.
- Review work completed by team members and provide guidance, feedback, and follow-up to improve accuracy and efficiency.
- Support payroll tax review and related client accounting matters.
- Help identify process improvements, documentation needs, and opportunities to improve client service.
- Collaborate closely with leadership and the accounting team in a positive, team-oriented environment.
- Serve as a trusted client-facing accounting resource while helping the firm continue to grow and strengthen its service model.
Qualifications
- 7+ years of accounting experience required.
- Strong client-facing accounting experience required.
- Experience reviewing client financials before tax preparation required.
- Payroll tax experience required.
- Strong ability to identify variances, anomalies, missing information, and financial issues.
- Experience managing workflow, project flow, deadlines, and internal team coordination.
- CPA, EA, or actively working toward CPA or EA strongly preferred.
- Audit background or strong financial review and quality-control experience preferred.
- QuickBooks experience strongly preferred, especially QuickBooks Online.
- Strong professional presence with the ability to communicate confidently with business owners.
- Highly collaborative, organized, proactive, detail-oriented, and comfortable working across a team.
Why You Will Love Working Here
- You will have a visible, meaningful role in helping clients understand and improve the financial side of their business.
- You will work in a positive, collaborative firm culture where questions, teamwork, and continuous improvement are encouraged.
- You will have the opportunity to grow into a higher-level leadership role as the firm continues expanding.
- You will work closely with experienced accounting and tax professionals who value accuracy, client service, and practical business guidance.
- You will join a firm that values long-term relationships with both clients and team members.
- You will have flexibility after training, with potential hybrid options earned through trust, independence, and strong performance.
JPC-1164
Pay: $90,000.00 - $100,000.00 per year
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have experience reviewing client financials before tax preparation and identifying variances, missing items, or anomalies? Yes/No
- Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain.
- This role is on site at the South Tampa, FL location. Confirm you are okay with this: Y/N
- In what city/state do you currently reside?
- What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.
Experience:
- accounting review: 7 years (Required)
Work Location: In person
