CPA

CPA – Tax, Advisory & Client Relationships

Naples, Florida | On-Site

Build Client Relationships. Participate in The Adoption of AI.

You’ve earned your CPA and built your tax expertise. Now join an independent public accounting firm where your knowledge, judgment and client relationship
skills can make a visible difference.

Matthew John Soldavini, PLLC is an established and growing CPA firm in downtown Naples seeking an experienced, client-focused CPA with strong tax law knowledge and public accounting experience.

This is a client-facing role for a CPA who enjoys getting to know clients, understanding their businesses and financial goals, and becoming a trusted advisor—not simply preparing their returns.

You’ll also have an opportunity to help shape the future of our firm by participating in our adoption of artificial intelligence and emerging technologies
—from researching and evaluating new capabilities to recommending and helping implement practical applications throughout our operations. You do
not
need to be an AI expert.
We are seeking an experienced CPA who can bring accounting judgment to AI adoption.

We offer challenging tax and advisory work, meaningful client relationships, opportunities to help move the firm forward, competitive compensation, comprehensive benefits—and Fridays off May through December.

• Prepare and review federal and state income tax returns for individuals and business entities
• Conduct tax interviews and consultations with clients
• Research and interpret federal and state tax laws, regulations and guidance
• Identify tax-planning opportunities and advise clients on strategies to manage tax liabilities
• Advise business owners and individuals regarding the tax implications of financial and business decisions
• Analyze financial records and supporting documentation for tax preparation and planning
• Prepare and review monthly and year-end financial statements supported by appropriate work papers
• Reconcile balance sheet, income statement and other financial accounts
• Request, collect, organize and evaluate client documentation
• Communicate with the IRS and state taxing authorities on behalf of clients
• Assist clients with tax notices, inquiries and compliance matters
• Maintain compliance with applicable federal and state tax requirements
• Develop and maintain trusted, long-term client relationships
• Maintain accurate, organized and confidential client files and documentation
• Collaborate with other accounting professionals within the firm on complex client matters
• Stay current on changes in federal and state tax law and their potential impact on clients

• Serve in a
  client-facing role
  , developing strong, trusted relationships with individuals and business owners
• Conduct tax interviews, planning discussions and consultations with clients
• Get to know clients beyond the numbers—their businesses, financial circumstances, objectives and concerns
• Communicate complex tax and financial issues in clear, understandable terms
• Proactively identify opportunities to provide clients with additional tax planning, accounting and advisory support
• Build and maintain long-term client relationships based on responsiveness, sound judgment and trust

• Be part of a team helping advance the thoughtful use of AI throughout the firm's operations. You do not need to be an AI expert.
• We want an experienced CPA who can bring
  accounting judgment to AI adoption
  .
• Participate in evaluating AI tools and applications relevant to tax, accounting, research, client service and internal operations
• Help identify practical opportunities where AI and automation can improve efficiency, accuracy, knowledge sharing and client service
• Participate in evaluating potential applications, risks and benefits
• Recommen…