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Senior Accountant

Company

Sound Decisions

Location

Venice, Florida

Posted

July 01, 2026

Position Overview

We are a rapidly growing investment management firm with a predominantly Massachusetts-based clientele that was recently acquired via a merger with a CPA practice and are looking for a Senior Accountant to take a lead role in tax preparation and consultation for our expanding client base. This is the ideal role for someone who is looking to relocate permanently to Florida and perform the same work you do up North or go back and forth during tax season. Additionally, the role is a partnership track opportunity for the right candidate who is not only an excellent tax preparer, but also has the ability to work on a team in a dynamic way to integrate our new clients onto our platform and offer them a host of outsourced family office options that will include tax preparation and advice, financial planning, trusts, estates and investment management.

Job Description:

  • This role can be handled remotely but periodic office visits are necessary, especially during tax season...

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