Senior Vice President of Accounting & Taxation Job at Oakwood Capital, Fort Myers, FL

a1ZkeUtZN0VOaXA0RFJyTmpmYU54Z1ltL0E9PQ==
  • Oakwood Capital
  • Fort Myers, FL

Job Description

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 accounting, tax preparation, IRS audit, payroll, business formation, qualified 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 develop a financial roadmap aligned with their personal and financial objectives.

With decades of combined experience, our team brings a wealth of knowledge to each partnership, guiding clients toward financial security 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

About the role

  • Significant opportunity for advancement within a fast-growing company
  • Salary is negotiable based on experience and desire to move up within the organization
  • Bonus potential based on overall profitability of the global organization and personal performance in the Accounting & 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

What you'll do

  • Report directly to the President of the Accounting & Taxation division
  • Lead teams of accountants, tax preparers, bookkeepers, and relationship managers
  • Participate in company strategic planning discussions with senior leadership team
  • Relationship Manager to the firm’s top corporate and individual relationships
  • Perform fractional CFO services for our top small and medium sized business clients
  • Prepare financial reports, cash flow forecasting, budgets, and other financial reports for our business clients.
  • Prepare tax returns for high-net-worth individuals, and all 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
  • Review tax returns and bookkeeping prepared by others within the company for accuracy and adherence to Generally Accepted Accounting Principles 
  • 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.

Qualifications

  • Candidate must be willing to work in our Fort Myers, Florida (33907) office during tax season and during most client appointments; flexible hours and occasionally working from home or remotely is acceptable after April 30th
  • Ideal candidates will be highly motivated with the desire and skills to move up quickly within the organization
  • College or Advanced Degree, preferably in Accounting
  • Certified Public Accountant (CPA) or Enrolled Agent
  • Ten (10) years or more experience in accounting 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 Accounting Principles to financial statements.
  • Experience working as a company CFO or performing fractional CFO services for small and medium-sized companies
  • 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 Intuit QuickBooks Desktop and Online versions
  • Experience with Intuit ProSeries and ProConnect is preferred but not required
  • Computer literate in Microsoft 365, Adobe, and other business-related software

PI1339deb0cb6b-30492-36349827

Job Tags

Temporary work, Remote job, Work from home, Flexible hours,

Similar Jobs

Southern Dental Implants & Oral Surgery

Treatment Coordinator Job at Southern Dental Implants & Oral Surgery

 ...phones, schedule appointments, provide cost estimate, and collect patient financial responsibility. The Treatment Coordinator will also manage the doctors schedule and any communications with patient and referring offices. Provides concierge level customer service... 

Turner Mining Group

Haul Truck Driver Job at Turner Mining Group

 ...Turner Mining Group Haul Truck Driver Do you love mining? Do you think differently? Are you ready to define the future of this industry...  ..., including: end dump trucks, center dump truck units and water trucks Requirements: Safety oriented, awareness of everyone... 

GreenState Credit Union

Bilingual Member Service Representative Job at GreenState Credit Union

 ...positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon...  ..., withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of... 

US Foods, Inc.

Class A Truck Driver Job at US Foods, Inc.

 ...BECOME A US FOODS DRIVER! The pay for our CDL A Delivery Truck Drivers is between $23.34 and $33.34 per hour. We are looking for Delivery Truck Drivers who relish the chance to push their potential, grow and reap the rewards of joining the US FOODS family. We help... 

University of California Riverside

Director of Special Collections and University Archives | University of California Riverside Job at University of California Riverside

 ...Director of Special Collections and University Archives University of California Riverside POSITION OVERVIEW Position title: Director of Special Collections and University Archives Salary range: $73,602 - $159.380 Anticipated start: Spring 2025 APPLICATION...