Job Description

Job Description

Job Description

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

Job Tags

Work at office, Flexible hours

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