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 clients 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.
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
- Looking for candidate to work in our Fort Myers, Florida (33907) or Minneapolis, Minnesota (55426) offices
What you'll do
- Reports directly to the Senior Vice President of Accounting & Taxation
- Relationship Manager to the firms corporate and individual relationships
- Fractional CFO to our 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
- Work closely with our bookkeepers to prepare financial reports 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 (55426) 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
- Five (5) years or more experience in accounting and taxation
- Strong understanding and ability to provide tax planning advice and to build trusted relationships with the firms 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 fractional CFO is desirable
- 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:
75,000 - 125,000 USD per year (Fort Myers, FL)
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