Certified Public Accountant (CPA)

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