Certified Public Accountant

About the Role

Patriot Bookkeeping LLC and also ABC Tax & Financial Services Inc are seeking an experienced and highly organized Certified Public Accountant (CPA) to oversee the day-to-day operations of both a established and growing bookkeeping firm and an established and growing tax practice—owned by the same individual and operating within the same office complex.

This is a leadership role for someone who enjoys balancing technical accounting expertise with team management and client relationships. You will play a key role in ensuring both businesses run efficiently, profitably, and with exceptional service standards.

Key Responsibilities

· Oversee daily operations for both the bookkeeping firm and tax practice

· Manage and mentor staff, including scheduling, performance oversight, and workflow optimization

· Serve as a primary point of contact for clients, ensuring clear, professional communication

· Review financial statements, bookkeeping outputs, and tax-related work for accuracy and compliance

· Coordinate workload between both businesses to maximize efficiency during peak and off-peak seasons

· Implement and improve operational processes, systems, and internal controls

· Assist with strategic planning and growth initiatives

· Ensure compliance with all applicable accounting and tax regulations

Qualifications

· Active CPA license (required)

· Minimum 5 years of experience post-CPA exam

· Proven experience managing or supervising staff

· Strong communication skills with the ability to work effectively with both clients and team members

· Solid background in bookkeeping, financial reporting, and tax operations

· High level of organization, attention to detail, and problem-solving ability

· Ability to manage multiple priorities across two related business lines

Compensation & Benefits

· Competitive salary (commensurate with experience)

· Non-equity profit-sharing annual bonus

· Full benefits package (health, retirement, PTO, etc.)

· Work-life balance–focused schedule: Off-season (May–December): Monday–Thursday workweek

· Flexible, supportive work environment

Why Join Us?

· Lead operations across two complementary and growing businesses

· Enjoy a predictable, balanced schedule outside of tax season

· Work directly with ownership and have a meaningful impact on business success

· Be part of a collaborative, client-focused environment that values professionalism and efficiency

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Food provided
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Paid training
• Prescription drug insurance
• Profit sharing
• Retirement plan
• Vision insurance
• Wellness program

Work Location: In person