Looking for More Autonomy, Flexibility, and a Real Opportunity to Grow?
Join a growing public accounting firm where you'll take ownership of client relationships, serve as a trusted tax advisor, and play a key role in the firm's continued expansion. This is a newly created position driven by growth, offering the chance to make a meaningful impact while enjoying flexibility and work-life balance.
What the Role Offers
- Hybrid or fully remote work options
- Established portfolio of clients to manage and advise
- Direct partnership with firm leadership
- Collaborative team environment
- Exposure to both tax compliance and strategic tax planning
- Opportunity to shape processes and contribute to the firm's future growth
What You'll Do
- Manage a portfolio of approximately 100-150 business and individual clients
- Prepare and review S-Corp, C-Corp, Partnership, Trust, and Individual tax returns
- Lead tax planning, estimated tax calculations, and advisory engagements
- Serve as the primary point of contact for client tax and compliance matters
- Review financial statements and collaborate with bookkeeping professionals to ensure accuracy
- Respond to federal, state, and local tax notices
- Build trusted client relationships through proactive communication and guidance
- Partner with leadership and colleagues to deliver exceptional client service
Why Join? This is an opportunity to move beyond pure compliance work and become a true advisor to your clients. You'll join a firm that values flexibility, development, and long-term employee success while providing the resources and support needed to continue advancing your career.
If you're a CPA seeking greater flexibility, meaningful client ownership, and the opportunity to grow with the firm, we'd love to connect.
Who You Are
- Active CPA required (or significant progress toward licensure)
- 5+ years of public accounting tax experience
- Strong experience with business entity taxation, including S-Corps, C-Corps, and Partnerships
- Comfortable independently managing client relationships and deadlines
- Experience working with a high-volume client portfolio
- Proficiency with QuickBooks Online and modern tax software
- Strong communication skills and a client-service mindset
- Collaborative team player who thrives in a growing, entrepreneurial environment