Wealthy Group of Companies LLC

We are partnering with a well-established and highly respected public accounting firm in Jacksonville that has spent years building a loyal and steadily growing client base throughout the local community. The firm generates approximately $1M in annual revenue and services nearly 1,000 active clients ranging from individuals and families to small businesses, local operators, and trusts. Their reputation has been built through personalized service, long-term relationships, and being a trusted financial resource for “mom-and-pop” businesses that value accessibility, consistency, and hands-on support from their CPA. Unlike larger firms that operate with layers of bureaucracy and rigid corporate structure, this practice offers a far more relationship-driven and collaborative environment where clients are known personally and the work has a direct impact on the people and businesses being served. The firm has maintained a strong foundation and continues to experience steady growth, creating long-term opportunity for the right professional to grow alongside the business as the client base expands year after year.

The firm is seeking a Certified Public Accountant to step into a central leadership role as the primary CPA within the practice. This position is ideal for someone who enjoys the core fundamentals of public accounting and wants to work in a stable, well-run environment without the intensity, politics, and burnout commonly associated with larger corporate firms. The incoming CPA will play a highly visible role within the organization, overseeing tax preparation and review, signing off on returns, reviewing bookkeeping work completed by staff accountants, and serving as a trusted advisor to clients across a wide variety of industries and financial situations. The role offers a healthy balance of technical accounting responsibilities and client interaction, making it a strong fit for someone who enjoys building relationships while still remaining deeply involved in the accounting and tax side of the business. The team currently consists of four accountants, creating a close-knit office atmosphere where collaboration, reliability, and professionalism are highly valued. This opportunity also offers meaningful long-term upside, as the firm is continuing to grow and is looking for someone who can become a major pillar of the organization moving forward.