About Oakwood Capital

Oakwood Capital is committed to empowering individuals, families, and businesses with tailored financial solutions that meet their unique goals.

As a “Family Office” for our clients, we offer comprehensive financial planning, investment management, tax strategies & preparation, and insurance services designed to support every facet of their financial lives.

For small to mid-sized businesses, we serve as a “Virtual CFO,” delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management.

Our approach is holistic and client-centered. We engage in meaningful conversations to understand our client’s aspirations and develop a financial roadmap aligned with their personal and financial objectives.

With decades of combined experience, our team brings a wealth of knowledge to each partnership, guiding clients toward financial security and lasting peace of mind.

At Oakwood Capital, we are not just advisors; we are partners on your journey, committed to providing stability and confidence for your family and business.

Visit our website at www.oakwoodcp.com.

About the role

• Significant opportunity for long-term advancement within a fast-growing company
• Salary is negotiable based on experience and desire to move up within the organization
• Bonus potential based on overall profitability of the global organization and personal performance in the Accounting & Tax Division
• Full benefits available, including health, dental, and eye care; life insurance; disability insurance; paid time off; health savings account; and more
• Eligible for 401(k) with company match after 12 months
• Flexible and semi-remote work schedule during off tax season
• Looking for candidate to work in our Fort Myers, Florida (33907) or Minneapolis, Minnesota (55426) offices

What you'll do

• Reports directly to the Senior Vice President of Accounting & Taxation
• Relationship Manager to the firm’s corporate and individual relationships
• Fractional CFO to our small and medium sized business clients
• Prepare financial reports, cash flow forecasting, budgets, and other financial reports for our business clients.
• Prepare tax returns for high-net-worth individuals, and all types of corporations such as S-Corps, Partnerships, C-Corps, and Not-for-Profits with a focus on ensuring accuracy and recommendations for both short- and long-term tax savings
• Review tax returns and bookkeeping prepared by others within the company for accuracy and adherence to Generally Accepted Accounting Principles
• Work closely with our bookkeepers to prepare financial reports needed for tax preparation, and for payroll accuracy.
• Correspond with Federal and State taxing authorities, as needed
• Special projects leading to the overall growth of the organization
• Work closely with our wealth management financial advisors.
• If you have an interest, we can sponsor you to take the various financial securities tests to become a financial advisor. Over time, this could increase your overall compensation 2-4X.

Qualifications

• Candidate must be willing to work in our Fort Myers, Florida (33907) or Minneapolis, Minnesota (55426) office during tax season and during most client appointments; flexible hours and occasionally working from home or remotely is acceptable after April 30th
• Ideal candidates will be highly motivated with the desire and skills to move up within the organization
• College or Advanced Degree, preferably in Accounting
• Certified Public Accountant (CPA) or Enrolled Agent
• Five (5) years or more experience in accounting and taxation
• Strong understanding and ability to provide tax planning advice and to build trusted relationships with the firm’s small businesses and individuals
• Ability to prepare tax returns for individuals, corporations, trusts, and estates.
• Strong understanding and ability to apply Generally Accepted Accounting Principles to financial statements.
• Experience working as a fractional CFO is desirable
• Professional demeanor, friendly, enjoys working with others
• Ability to work well with a team of professionals
• Excellent written, verbal, and interpersonal skills
• Self-motivated
• Detail oriented
• Excellent organizational skills
• Ability to multi-task and work in a fast-paced environment.
• Experience with Intuit QuickBooks Desktop and Online versions
• Experience with Intuit ProSeries and ProConnect is preferred but not required
• Computer literate in Microsoft 365, Adobe, and other business-related software

• FINRA Series SEI, 63, and 65 licenses are a plus but not required
• Professional designation, such as the Certified Financial Planner is highly preferable, but not required