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 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 www.oakwoodcp.com. About the role • Significant opportunity for long-term 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 • Currently looking for candidates in our Fort Myers, Florida and Minneapolis, Minnesota offices What you"ll do • Reports directly to the Senior Vice President of Accounting & Taxation • Relationship Manager to the firm's corporate and individual relationships • Prepare tax returns for 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 • 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 Fort Myers, Florida (33907) or Minneapolis, Minnesota 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 within the organization • College or Advanced Degree, preferably in Accounting • Certified Public Accountant (CPA) or Enrolled Agent; or earned within first year • Two (2) 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. • 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 • 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(Fort Myers, FL) 55,000 - 85,000 USD per year(Minneapolis, MN) PI276226352 Apply tot his job