Beacon Exit Planning, LLC & Joseph Bazzano CPA, PLLC
Naples, Florida (Hybrid Preferred) | Remote Considered
POSITION OVERVIEW
This is not a traditional accounting position.
We are seeking an ambitious accounting professional who wants to expand beyond tax compliance and become involved in business advisory, exit planning, mergers and acquisitions, business valuations, and transaction execution.
The successful candidate will divide their time between our CPA practice and our exit planning practice, working directly with business owners throughout the lifecycle of their companies—from annual tax compliance and financial reporting to valuation, strategic planning, and ultimately the sale or transition of the business.
This position offers a unique opportunity to gain experience in multiple disciplines including tax, accounting, valuation, financial analysis, exit planning, succession planning, mergers and acquisitions, and transaction advisory services under the direct tutelage of the main principal.
The ideal candidate is intellectually curious, analytical, highly organized, and interested in developing into a trusted advisor to privately held business owners.
ABOUT THE FIRM
Joseph Bazzano CPA, PLLC
Provides tax planning, tax compliance, financial statement preparation, and advisory services to privately held businesses and their owners.
Beacon Exit Planning, LLC
Helps business owners maximize business value, prepare for ownership transitions, reduce transaction risk, and successfully execute business sales, management buyouts, family transfers, ESOP transactions, and other succession strategies.
Our clients are primarily entrepreneurial business owners who rely on us for both technical expertise and strategic guidance.
PRIMARY RESPONSIBILITIES
Tax & Accounting Services
- Prepare and review individual, partnership, S corporation, and corporate income tax returns
- Prepare financial statements and supporting workpapers
- Perform account reconciliations and month-end procedures
- Assist with tax planning and research projects
- Analyze financial results and identify planning opportunities
- Support year-end close and financial reporting processes
- Maintain client accounting records and documentation
- Communicate directly with clients regarding accounting and tax matters
Business Valuation & Financial Analysis
- Assist in preparing business valuations
- Perform industry and market research
- Analyze historical and projected financial performance
- Calculate key financial ratios and valuation metrics
- Assist with discounted cash flow, capitalization of earnings, and market approach analyses
- Prepare valuation exhibits and supporting schedules
- Research transaction comparables and industry benchmarks
Exit Planning & Advisory Services
- Assist in the development of comprehensive exit plans
- Participate in business owner interviews and discovery meetings
- Analyze owner readiness and business attractiveness factors
- Prepare value enhancement recommendations
- Develop succession planning analyses
- Assist with financial modeling and scenario analysis
- Prepare client presentations and planning reports
Transaction Advisory & Business Sales
- Assist with mergers and acquisitions engagements
- Prepare confidential information memorandums (CIMs)
- Organize due diligence requests and supporting documentation
- Build and maintain due diligence trackers
- Analyze letters of intent and purchase offers
- Assist with quality of earnings and transaction analyses
- Coordinate communication among clients, attorneys, bankers, trustees, and other advisors
- Support transaction execution through closing
Administrative & Project Management Support
- Coordinate client communications and document requests
- Assist with scheduling and meeting coordination
- Maintain CRM and workflow systems
- Track project deadlines and deliverables
- Support process improvement initiatives
- Assist with marketing and educational content development
QUALIFICATIONS
Required
- Bachelor’s Degree in Accounting, Finance, or related field
- 1–3 years of accounting, tax, audit, advisory, or financial analysis experience
- Strong Microsoft Excel skills
- Excellent written and verbal communication skills
- Strong organizational and project management abilities
- Ability to manage multiple projects simultaneously
- High attention to detail
Preferred
- CPA or CPA candidate
- Public accounting experience
- Business valuation experience
- Transaction advisory experience
- Experience with QuickBooks
- Experience with tax preparation software
- Experience preparing financial statements
- Familiarity with mergers and acquisitions
DESIRED CHARACTERISTICS
We are looking for someone who:
- Wants to build a long-term career rather than simply hold a job
- Has an entrepreneurial mindset
- Enjoys solving complex problems
- Is comfortable interacting directly with business owners
- Can operate independently with minimal supervision
- Possesses strong analytical skills
- Demonstrates professional maturity and discretion
- Has a genuine interest in business, finance, and wealth creation
- Wants exposure to sophisticated planning and transaction work
CAREER PATH
This position offers advancement opportunities into:
- Senior Tax & Advisory Manager
- Exit Planning Consultant
- Business Valuation Analyst
- Transaction Advisory Manager
- Director of Exit Planning
- Partner / Principal-Level Leadership
COMPENSATION & BENEFITS
- Competitive salary based on experience
- Performance-based bonus opportunities
- Flexible work arrangements
- Professional education and training support
- Direct client interaction
- Exposure to business owners and executive leadership teams
- Opportunity to participate in complex transactions and business sales
- Long-term growth potential within both the CPA and advisory practices
WHY THIS POSITION IS DIFFERENT
Most accounting professionals spend their careers looking backward at historical numbers.
This role provides the opportunity to help business owners shape the future of their businesses, increase enterprise value, prepare for successful exits, and execute life-changing transactions.
If you enjoy tax and accounting but want to participate in valuation, advisory, succession planning, and M&A transactions, this role provides a unique platform for professional growth.
