Certified Public Accountant Job at Summit Athletic Club, Utah

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  • Summit Athletic Club
  • Utah

Job Description

Summit Athletic Club is seeking a Certified Public Accountant (CPA) to serve as a dedicated personal accountant for the business owner. This is a unique opportunity for a trustworthy, detail-oriented professional who can manage complex personal finances, tax planning, and private investments - while also offering occasional support to our in-house business accountant.

This is a full-time, in-office position designed for someone who is comfortable working independently, highly discreet, and capable of organizing both short- and long-term financial strategies across multiple personal accounts and entities.

Primary Responsibilities (Personal Accounting Focus):

  • Manage all aspects of the owner's personal financial records and reporting

  • Prepare and file individual tax returns, estimated payments, and required documentation

  • Track income from multiple sources, including investments, real estate, and private holdings

  • Coordinate and oversee charitable donations and gifting strategies

  • Assist with estate planning and trust accounting in collaboration with legal advisors

  • Monitor personal budgets, spending, and financial goals

  • Provide high-level financial advice and tax planning to support long-term wealth management

  • Maintain strict confidentiality and professionalism at all times

Secondary Responsibilities (Support for Summit Athletic Club Accountant):

  • Collaborate with the Summit Athletic Club accountant on owner-related business financial matters

  • Assist with organizing tax documents, reports, and reconciliations when needed

  • Offer professional input or review on accounting or tax-related questions

  • Serve as a backup resource during peak periods or when special projects arise

Qualifications:

  • Active CPA license (Required)

  • Bachelor's or Master's degree in Accounting, Finance, or a related field

  • Minimum of 3+ years experience in personal accounting, private client services, or family office environments

  • Strong tax knowledge and familiarity with complex individual returns

  • Experience managing investment accounts, trusts, or high-net-worth finances (preferred)

  • Proficient in financial software (e.g., QuickBooks, Excel, tax prep programs)

  • Highly organized, self-motivated, and detail-oriented

  • Must demonstrate discretion, reliability, and trustworthiness

What We Offer:

  • Competitive wages and benefits

  • Stable, long-term full-time employment

  • Comfortable and professional office environment

  • Opportunity to make a significant impact in a key support role

  • Access to gym facilities and club amenities

ARE YOU READY TO JOIN OUR TEAM?

If you feel that you would be right for this full-time Accountant/Bookkeeper with Legal and Real Estate Expertise position, meet these qualifications and are eager to contribute your expertise to our team please fill out our initial 3-minute, mobile-friendly application so that we can review your information. Join us and help drive our financial success while making an impact in a dynamic
industry!

Job Posted by ApplicantPro

Job Tags

Full time, Temporary work, Work at office,

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