Tax Strategiest & Fractional CFO ( Hybrid )

Riverview, FL
Revelation & Restoration, Inc.

We are seeking a tax-savvy financial professional to join our team in a hybrid role that blends strategic tax planning, fractional CFO services, and accounting oversight. This role is ideal for someone who enjoys working closely with small business owners and high-net-worth individuals—helping them align financial decisions with long-term goals.

You’ll bring sharp analytical skills and solid tax knowledge to client conversations, while also guiding day-to-day financial operations and supervising bookkeepers.

Key Responsibilities

Tax Planning & Compliance

• Prepare and file federal, state, and local tax returns for individuals and small businesses

• Provide proactive, year-round tax planning tailored to client goals and circumstances

• Monitor changes in tax law and advise clients on strategies to minimize liabilities

• Use planning software (e.g., Holistiplan, Tolerisk, MoneyGuide) to support decisions

Fractional CFO Services

• Serve as a financial thought partner for business clients

• Support business owners in forecasting, budgeting, cash flow analysis, and strategic decisions

• Translate financial data into meaningful insights for operational and growth planning

• Participate in or lead regular financial reviews with clients

Accounting Oversight

• Supervise and support bookkeeping team or vendor

• Review general ledger entries, reconciliations, and financial statements

• Provide cleanup, catch-up, or hands-on accounting support as needed

• Ensure financial data is accurate and client-ready

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field

• 3+ years of experience in accounting, tax preparation, or CFO advisory services

• CPA or EA designation preferred (but not required)

• Experience with QuickBooks, Drake Tax, Holistiplan, or other planning tools

• Strong Excel skills and comfort with tech-based collaboration tools

What We’re Looking For

• Clear communicator who can explain complex financial ideas simply

• Self-starter with great follow-through and attention to detail

• Values-driven mindset with a heart for client care

• Comfortable balancing advisory and hands-on execution

Compensation & Perks

• Salary Range: $41,350 – $52,200 (commensurate with experience)

• Flexible work schedule or remote options (if applicable)

• Opportunity for growth into expanded advisory or leadership roles

• Meaningful work helping clients steward their resources wisely