$90,000–$100,000 Per Year
Accounting, Auditing, Business Support, Certified Public Accountant (CPA), Communication Skills, Continuous Improvement, Customer Relations, Customer Support/Service, Customer/Client Research, Dental Insurance, Detail Oriented, Documentation, Financial Procedures, Identify Issues, Intuit Quickbooks, Leadership, Organizational Skills, Payroll Tax, People Management, Procedure Development, Process Development, Process Improvement, Project Tracking, Project/Program Management, Quality Control, Retirement Plan, Sales Tax, Small Business, Tax Accounting, Tax Returns, Team Lead/Manager, Team Player, Time Management
Pay: $90,000.00 - $100,000.00 per year
Why This Is a Great Opportunity
- Step into a high-impact accounting leadership role where you will help guide client work, review financials, manage project flow, and support a growing accounting team.
- Work directly with business owners and internal team members in a role that blends accounting review, client communication, workflow management, and leadership.
- Join a highly rated, relationship-driven CPA firm with a 4.9 star reputation and a strong commitment to client trust, accuracy, and education.
- Use your accounting experience to identify issues, spot variances, improve processes, and help clients make better business decisions.
- Grow into a long-term leadership path with the potential to become a future Accounting Manager or successor-level team member.
Location: Tampa, FL. This role is full-time on-site during the first 90 days of training. After training, the role remains primarily in-person with flexibility around start and finish times, and hybrid flexibility may be earned on a case-by-case basis once you are fully trusted, able to work independently, and consistently adding value to clients and the team. Candidates must already live in the Tampa Bay area within a reasonable commute.
Note: We are looking for a seasoned accounting professional with strong client-facing experience, payroll tax knowledge, and the ability to review client financials before tax preparation. This person must be comfortable identifying variances, anomalies, missing items, and financial issues while coordinating workflow across the team.
About Us
We are a fast-growing CPA firm in South Tampa that helps small and midsize businesses with accounting, tax, payroll, and business advisory support. Confidential Employer. Our team is built around trust, responsiveness, education, and personal relationships with our clients. We take pride in understanding each client's business, improving financial procedures and processes, and helping business owners make better decisions with accurate, timely financial information.
Job Description
- Review client financials before tax preparation to identify variances, anomalies, missing items, and potential issues.
- Oversee workflow and project flow across client accounting work, making sure priorities, deadlines, and deliverables stay on track.
- Coordinate with internal accounting team members to ensure work is completed accurately, efficiently, and in line with client expectations.
- Communicate directly with business owners and client contacts to gather information, explain findings, set expectations, and resolve questions.
- Review work completed by team members and provide guidance, feedback, and follow-up to improve accuracy and efficiency.
- Support payroll tax review and related client accounting matters.
- Help identify process improvements, documentation needs, and opportunities to improve client service.
- Collaborate closely with leadership and the accounting team in a positive, team-oriented environment.
- Serve as a trusted client-facing accounting resource while helping the firm continue to grow and strengthen its service model.
Qualifications
- 7+ years of accounting experience required.
- Strong client-facing accounting experience required.
- Experience reviewing client financials before tax preparation required.
- Payroll tax experience required.
- Strong ability to identify variances, anomalies, missing information, and financial issues.
- Experience managing workflow, project flow, deadlines, and internal team coordination.
- CPA, EA, or actively working toward CPA or EA strongly preferred.
- Audit background or strong financial review and quality-control experience preferred.
- QuickBooks experience strongly preferred, especially QuickBooks Online.
- Strong professional presence with the ability to communicate confidently with business owners.
- Highly collaborative, organized, proactive, detail-oriented, and comfortable working across a team.
Why You Will Love Working Here
- You will have a visible, meaningful role in helping clients understand and improve the financial side of their business.
- You will work in a positive, collaborative firm culture where questions, teamwork, and continuous improvement are encouraged.
- You will have the opportunity to grow into a higher-level leadership role as the firm continues expanding.
- You will work closely with experienced accounting and tax professionals who value accuracy, client service, and practical business guidance.
- You will join a firm that values long-term relationships with both clients and team members.
- You will have flexibility after training, with potential hybrid options earned through trust, independence, and strong performance.
JPC-1164
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
UPDATE: no RELO’S. Unless they are already living in the Tampa area.
Requirements: Must-haves: 5+ yrs accounting experience, bachelor’s degree with major in Accounting, 2+ yrs people management experience within the last 2 yrs, QuickBooks Online usage and proficiency within the last 6 months, strong client financial review experience before tax prep, client-facing communication/customer relations experience, and ability to manage workflow/project flow across a team.
- Nice to haves: CPA, EA, or actively working toward CPA/EA; accounting firm experience; billable hours experience; payroll tax experience; sales tax experience; QuickBooks ProAdvisor certification.
Submission Email: Name / Janet Coberly -
janet@southtampacpa.com
Quick Recruiter Reference
Senior client-facing accounting/project lead role for a growing South Tampa CPA firm. Needs 7+ years accounting, client financial review before tax prep, payroll tax, workflow/project management, and strong business-owner communication. CPA/EA or working toward one preferred; QuickBooks strongly preferred but financial review/audit mindset is more important.
Recruiters Submission: To submit, cancel - Senior Accounting Project Manager - Rosen, Weissman, Gerardo & Coberly CPAs LLC - JPC 1164 - Source
*New Job Order Alert*
Client job title: Senior Accounting Project Manager
Location: Tampa, FL
On-site, hybrid, remote: On-site
Experience: 7
Good fit job titles/keywords for candidates: Accounting Manager, Client Accounting Manager, Senior Accountant, Senior Accounting Manager, Accounting Project Manager, CAS Manager, Client Accounting Services Manager, Audit Senior, Audit Manager, Controller, Assistant Controller, CPA, EA, Payroll Tax, QuickBooks Online
# of hires needed: 1
Open or not to recruiters on TE: No
Job posting strategy (bottom of package details): 7+ yrs, very hard accounting review exp