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: Office Manager – CPA Firm 
Location: Punta Gorda, FL 
Job Type: Full-time | On-site 
Salary: Competitive, commensurate with experience 
Benefits: 401(k) with match, health insurance, PTO, continuing education support 

About Us:


We are a well-established CPA firm serving the Punta Gorda community for over 30 years. Our firm provides assurance, tax, bookkeeping, and advisory services to individuals and businesses of various sizes. We are seeking a hands-on Office Manager who thrives in a professional services environment and can lead operational efficiency while also handling key bookkeeping functions. 

Position Overview:

The Office Manager will oversee day-to-day operations of the firm while maintaining bookkeeping for both the firm and a small portfolio of clients (3–5). This role is ideal for a detail-oriented professional who can balance administrative leadership with strong accounting and bookkeeping skills. 

Key Responsibilities: 

Bookkeeping & Financial Management:

• Maintain firm books and prepare regular financial reports for partners 
• Process payroll and manage accounts payable/receivable 
• Provide full-charge bookkeeping services for 3–5 client accounts 
• Assist with month-end closing and bank reconciliations 

Office Operations & Administration:

• Manage firm technology systems and ensure staff have proper system access 
• Serve as the main point of contact for software vendors, IT support, and office suppliers 
• Oversee employee onboarding, including system setup and policy orientation 
• Manage workflow for staff and help monitor project timelines and deliverables 
• Coordinate with partners to identify and implement process improvements and technology upgrades 

Qualifications:

• 3+ years of office management or operations experience, preferably in a CPA or professional services firm 
• Strong bookkeeping experience using QuickBooks and accounting software (Experience with Accounting CS or Practice CS is a plus) 
• Knowledge of payroll processing and basic HR functions 
• Comfortable with managing technology and software user access 
• Highly organized with strong communication and interpersonal skills 
• Proficient in Microsoft Office Suite and cloud-based platforms 
• Associates or bachelor’s degree in Accounting, Business Administration, or related field preferred 

Why Join Us?

• Join a long-standing firm with a supportive team and excellent client reputation 
• Work directly with firm partners and make an impact across all operations 
• Competitive salary with 401(k) match, health insurance, PTO, and professional development opportunities 
• Be a key player in technology implementation and process improvement 
• Opportunity for long-term growth within a stable and respected firm 

How to Apply:

Please submit your resume and a brief cover letter outlining your experience and why you’re a great fit for the role. We look forward to hearing from organized, motivated professionals who want to be part of our firm’s continued success. 

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.