Accounting careers in Vero Beach That
Give you the room to grow! Value your Hustle! Take you to the next Level!
About level Accounting
Level Accounting & Advisory has been around for 20 years. We’re a construction-specialized firm based in Vero Beach, Florida, with clients across the country — HVAC, electrical, plumbing, concrete, roofing, general constractors, pool, decks, fencing, hardscape, high-end landscape. Specialty trades doing $1M to $15M a year.
Everyone here works in construction accounting full-time. We don’t do “a little of everything for everyone.” We picked a lane and stayed in it.
Click through the tabs below for more about how we work, communicate & what we expect from our team.
What we do for clients: bookkeeping and reconciliation, job costing setup, tax planning (twice a year, built into every engagement), business and personal tax returns, payroll through Gusto, 1099 filings, workers comp and GL audit prep, financial dashboards, and quarterly strategic sessions for higher-tier clients. CFO services, AP/AR, and bill pay are rolling out next. We’re done-for-you. Our clients want as little of this on their plate as possible.
What we don’t do: 300 personal tax returns a season. We’re not a tax mill. We go deep with a focused list of contractor clients, not turn-and-burn with anyone who has a W-2.
QuickBooks Online Plus and JobTread are the backbone. But we’re not a firm that picked a stack in 2018 and called it done. We’re a cutting-edge firm and we work hard to stay that way. We’re always testing AI tools, new software, and better internal processes for efficiency and accuracy, both inside the firm and inside our client relationships. Our processes change. Our tools change. If you’re the person who fights every new system, this isn’t the place.
Our clients are contractors. Most of them don’t check their email. They really only have it because they need it to log into things. You cannot be afraid of the phone.
The clients assigned to you are YOUR relationships. Yours to nurture, yours to own. We don’t accept “well, I sent them an email about it.” That’s not the job. Your task isn’t complete until you’ve reached the client, gotten the answer, and moved the work forward. End to end. No hiding behind a sent folder.
We don’t micromanage. We hire adults and treat them like adults.
If you notice a piece of software is acting up, you don’t just “let someone know.” You try to solve it first. Open a ticket with the vendor. Google the error. Ask a teammate who’s probably hit this before. THEN, if you’re stuck, flag it. With what you’ve already tried.
If you have three client meetings on Tuesday and you wake up sick, you don’t text Erin or Jake first. Those are YOUR clients. You message them, reschedule, and THEN loop us in.
If you’re going on vacation, you plan coverage with your teammates before you go. What’s pending, who’s covering, what the client knows. Not the day before. Ahead of time.
On mistakes: Everyone makes mistakes. Everyone forgets things. We do too. The work has a lot of moving parts and you will drop something at some point. That’s fine. We love mistakes. They’re how we get better as a firm.
What we expect: you OWN it. You tell us what happened, you tell the client if it affects them, and you come with a plan for how you’re going to lower the odds of it happening again.
What we have zero tolerance for: hiding mistakes, blaming someone else, making excuses, or pretending it didn’t happen. None of that. Ever.
Monthly cycles. Tax season is tax season. But with two planning sessions a year per client, the workload spreads out more than at most firms. Clients expect us to pick up the phone. We don’t chase paperwork forever; clients who go quiet get a real conversation, not endless follow-ups.
We’re not a corporate firm. We swear a lot. We walk the line between professional and pirate-ship casual. We tell clients when we think they’re making a bad call. We don’t dress up bad news. If you need to hide behind formality, you’ll be uncomfortable here.
Every staff member has KPIs. Every staff member has a weekly check-in with Erin or Jake. What’s working, what’s not, where you need support, and direct feedback. The street goes both ways. If something on our end is making your job harder, we want to hear it.
We also don’t want people who just “do their job.” The firm is a living, breathing entity, and the only way it gets better is if everyone on the team is paying attention. Flagging gaps in our internal processes. Calling out where a client service could be tighter. Pushing back when something isn’t working. If you want to clock in, hit your task list, and clock out without thinking about the bigger picture, we’re going to drive each other crazy.
Erin (Owner, President of Business Development) and Jake (CEO, Enrolled Agent) run the firm. It’s small enough that what you say matters, big enough that you’re not the only one doing your role.
Are we a fit?
We are not a good fit for every person. we like to be really clear about that up front to save everyone time.
- You actually like construction. The trades, the people, the rhythm of how contractors run their businesses. We talk to plumbers and HVAC owners every day. If their world bores you, this job will too.
- You’re comfortable on the phone with clients who don’t speak accountant. You can explain a 1099 penalty to someone driving back from a supply house.
- You can hold your own in QuickBooks Online Plus.
- You like learning new tools. AI, new software, new internal processes. Our stack and workflows change all the time, and we expect you to move with them.
- You’re self-directed. You see a problem and start solving it before asking permission. You don’t need someone standing over you to do your job well.
- You own your mistakes. When something breaks, you say so, fix what you can, and come back with a plan to prevent it next time.
- You can hit a deadline without being chased. 1099 season, payroll quarterlies, extensions. There’s a real calendar and we hit it.
- You want a firm small enough to know everyone’s name and big enough that you’re not flying solo.
- You write things down. Notes, follow-ups, planning memos. We document what we do.
- You’re willing to learn the trades. We don’t expect you to know everything on day one. We do expect you to ask.
- You want a real say in how the firm runs. Weekly 1:1s with Erin or Jake aren’t a formality, and we want your input on what to fix and what to build.
- You want a Big 4 firm or a CPA mill where you never talk to a client.
- You prefer email-only and avoid phone calls. “I sent them an email” is not a status update we accept.
- You need to be told what to do every day, or you wait for permission before solving small problems on your own.
- You hide mistakes, deflect blame, or make excuses. Zero tolerance. We don’t care that you made the mistake. We care a lot about how you handle it.
- You think “I’m out sick” or “I’m on vacation” is enough notice for your clients. Their relationships are yours to manage, including when you’re not available.
- You’re slow with tech or resist new tools. Our stack and processes change. You have to be willing to change with them.
- You want to specialize in something other than construction. Real estate, ecommerce, healthcare, nonprofits. Go work somewhere those clients are the focus.
- You want a CFO title or a clear path to one. We’re not the firm for that.
- You think tax planning is a once-a-year scramble in April. We do it twice a year, on purpose, on calendar. We expect you to be ready for it.
- You’re allergic to opinion or feedback. We give it to clients. We give it to each other. And we expect you to give it back when something isn’t working.
- You want to clock in, hit your task list, and clock out. We don’t hire people who only want to “do their job.”
- You only want to work with $20M+ clients or Fortune 500s.
Level's Hiring Process
At Level Accounting, we’re on the lookout for talented professionals seeking accounting careers in Vero Beach. Our team is dedicated to providing top-notch services to our clients, and we’re excited to welcome new members who share our passion.
Here’s what you can expect during the process:
We Know You’re Wondering…
How long does the entire process take?
The process typically takes 2-3 weeks from initial application to job offer, depending on scheduling and assessment completion.
How soon will I hear back after applying?
We try to respond within a week or two. If you haven’t heard back, it might mean the position is filled—but you can always follow up.
What happens after I submit my application?
We review your resume and rate it on a 1-5 scale. If you’re a good fit, we’ll invite you for a phone screening.
What's involved in the phone screening?
It’s a brief 15-30 minute call where we discuss your background and provide an overview of the company and role.
What can I expect in the Zoom interview?
We’ll review your resume in detail, ask some structured questions, and provide more information about the company and role.
Are there any assessments involved?
Yes, before the in-person interview, we’ll ask you to complete a background check, DISC and KOLBE assessments, and a skills test relevant to the role.
Our Core Values
AIM FOR EXCELLENCE
Excellence means constantly improving, exceeding expectations, and aiming for the extraordinary. It’s a commitment to greatness in every endeavor, transforming the ordinary into the exceptional.
WE WORK HARD
“We Work Hard” reflects our dedication, resilience, and strong work ethic. It emphasizes persistent effort and perseverance, highlighting that meaningful success comes from continuous improvement and collective effort.
EVERYONE WINS
“Everyone Wins” promotes collaboration and shared success, where all participants feel victorious. It fosters teamwork and a positive environment, ensuring that individual achievements benefit the whole team.
