Job Description

Looking for a workplace that values your expertise and puts people first? At our boutique CPA firm, we believe in more than just numbers—we believe in building relationships. Whether it’s our team or clients, we treat everyone like family. Our approach combines strategic tax planning with personalized business coaching for small and medium-sized businesses, delivering meaningful results and lasting success. We’re all about clear communication and proactive solutions, so there are no surprises—just fresh ideas and innovative strategies to help clients thrive. But it’s not just about the work. We’re committed to creating a supportive, flexible environment where you can grow both professionally and personally. If you’re excited about crafting top-notch tax strategies while being part of a collaborative, tight-knit team, we’d love to meet you! Why You’ll Love Working Here: We believe in rewarding dedication with balance. Here’s what we offer:

• Flexible schedules to fit your life.
• A hybrid work environment for the best of both worlds.
• Generous paid time off to recharge and relax.
• Early closures and Fridays off after tax season (because we know you’ve earned it).

Responsibilities:

• Develop and execute tax strategies that add high value to clients, using our proprietary processes (training provided).
• Guidance and review for team-prepared tax returns for businesses, individuals, and trusts.
• Build and maintain strong relationships with both new and existing clients, acting as their trusted advisor.
• Lead, mentor, and collaborate with a talented team of professionals, ensuring top-quality work while guiding project execution.
• Collaborate with leadership to shape the future of the firm’s strategy, priorities, and growth.
• Stay ahead of the curve by exploring new ideas and strategies that enhance clients’ experience and results.
• Participate in our strategic coaching process, helping clients achieve their business and financial goals.

Qualifications:

• CPA or EA certification.
• Expertise in business and personal tax, including US and SALT.
• A solid accounting background with knowledge of various systems.
• 6+ years of public accounting experience (or equivalent).
• A passion for delivering exceptional client service.
• Proficiency in CCH ProSystem Fx or Axcess is a plus.

About Company: A boutique firm environment where you’ll build strong, lasting relationships with clients.Our firm is grounded in the values of humility, drive, and intelligence. We reward hard work with balance—offering flexible schedules, a hybrid work environment, generous annual leave, and early closures after tax season (we’re closed Fridays after April 15th).A family-like team that supports one another, working together to help small and medium-sized businesses thrive.Opportunities to grow and expand your role through strategic coaching and collaboration.

Job Tags

Flexible hours,

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