Employment

Position Type: Full-time 

Experience Level: 4–6 Years 

Designation Required: CPA 

About the Role 

We are seeking an experienced Assurance Manager to lead and oversee our audit, review, and compilation engagements from planning through issuance. This position is ideal for a motivated CPA who thrives in a collaborative environment and is passionate about delivering quality assurance services to community associations, nonprofit organizations, and privately held businesses. 

Key Responsibilities

• Manage audit, review, and compilation engagements for Common Interest Realty Associations (CIRAs), not-for-profits, and small to mid-sized businesses 
• Oversee engagement planning, fieldwork, reporting, and final deliverables 
• Review workpapers and financial statements to ensure compliance with GAAP and firm standards 
• Supervise, train, and mentor staff accountants and seniors to promote technical growth and efficiency 
• Coordinate directly with clients, resolve complex accounting issues, and provide thoughtful recommendations 
• Monitor engagement timelines, budgets, and workload allocation 
• Stay informed on developments in audit standards, industry trends, and best practices 
• Assist in developing and maintaining internal assurance procedures and templates 

Qualifications

• CPA license (active and in good standing) 
• 4–6 years of recent public accounting experience with increasing responsibility in assurance services 
• Experience managing multiple assurance engagements simultaneously 
• Strong understanding of audit and accounting standards (GAAS, GAAP) 
• Prior exposure to clients in industries such as construction, real estate, and nonprofit sectors 
• Excellent communication, time management, and leadership skills 
• Hands-on approach to staff development and performance feedback 

Preferred Experience

• Experience working with construction companies 
• Proficiency in assurance engagement software (e.g., PPC Smart Practice Aids, Accounting CS, Engagement CS, etc.) 

Why Join Us? 

You’ll be part of a supportive, experienced team that values integrity, professional growth, and client service excellence. We provide: 

• Ongoing training and CPE opportunities 
• Health insurance 
• 401(k) plan with employer match 
• Generous paid time off (PTO) and paid holidays 
• Flexible work arrangements 
• Opportunities to contribute to meaningful client engagements

Job Title: Tax Manager – Local CPA Firm 
Location: Punta Gorda, FL 
Job Type: Full-time | On-site 
Salary: Based on experience 
Benefits: 401(k) with match, health insurance, paid time off (PTO), continuing education support 

About Us:

We are a well-established CPA firm with over 30 years serving individuals, small and medium-sized businesses, S Corporations, Partnerships, C Corporations, Trusts, and Estates in the Punta Gorda and Southwest Florida area. Our firm is growth-minded, offering unlimited opportunities for the right individual looking to advance their career in a supportive and professional environment. 

Key Responsibilities:

• Review and manage the preparation of individual, corporate, partnership, and fiduciary tax returns 
• Conduct tax planning and provide strategic advisory services to a diverse client base 
• Mentor and develop junior staff, fostering a culture of continuous learning 
• Ensure compliance with federal, state, and local tax regulations 
• Collaborate directly with partners on client engagements and internal process improvements 

Qualifications:

• Bachelor’s degree in Accounting or related field 
• CPA or EA certification required (or currently pursuing) 
• 4–6 years of public accounting experience in tax compliance and planning 
• Strong experience with S Corps, Partnerships, C Corps, Trusts, and Estates 
• Proficiency in UltraTax CS, SurePrep, SafeSend, GoFileRoom, FirmFlow, Accounting CS, Practice CS, and QuickBooks products 
• Demonstrated leadership and supervisory experience 

Why Join Us?

• Direct reporting to a Partner with clear pathways for advancement 
• Competitive salary based on experience 
• 401(k) with firm match, comprehensive health insurance, generous PTO, and support for continuing education 
• Collaborative and professional work environment with access to modern tools and systems 
• Opportunity to work with a diverse client base and expand your expertise in complex tax matters 

How to Apply:

Submit your resume and a brief cover letter outlining your qualifications and interest in the position. We’re excited to hear from candidates ready to grow with a firm that values expertise, mentorship, and long-term success.