Location: Remote; U.S. based. Southern California preferred
Compensation: Approximately $150,000–$225,000, depending on experience
Role
First/primary tax professional within an established accounting and advisory firm.
Build the firm's tax function from the ground up.
Initially responsible for essentially all tax work; potentially build a team underneath the role.
Potential path to partnership/equity based on performance and growth of the tax practice.
Responsibilities
Prepare and review federal and state tax returns.
Individual, partnership, S-Corp, and C-Corp taxation.
Tax compliance and tax planning/advisory.
Work directly with business owners and high-net-worth individuals.
Participate in ongoing/periodic client meetings and provide year-round tax guidance.
Partner with the firm's bookkeeping, accounting, controller, and fractional CFO teams.
Use existing clean/reconciled financial data for tax preparation and advisory.
Develop tax processes and workflows.
Help grow the firm's tax client base through existing relationships and referrals.
Potential opportunity to bring an existing book of business.
Required
Active CPA.
Minimum 5 years of tax experience; 7–8+ preferred.
Broad generalist tax background.
Experience with:
Individuals
Partnerships
S-Corps
C-Corps
Client-facing/advisory experience.
Comfortable with hands-on preparation and review.
Able to work independently and take ownership of the tax function.
Preferred
High-net-worth individual experience.
Existing client relationships/book of business.
Entrepreneurial or small-firm background.
Experience building or developing a tax practice.
Interest in eventual leadership/equity opportunity.
Candidate Profile
Looking for a Senior Tax Manager-level CPA who can function independently as the firm's tax department initially, combining hands-on compliance with client advisory work and eventually building a team.
Key personality/fit: entrepreneurial, consultative, client-facing, self-directed, and willing to build something from scratch.
Role Structure
Fully remote.
Southern California preferred but not required.
Local candidate could periodically use the office.
Nationwide candidates considered.
Initial client base already exists.
