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A bit about us:

Our mission is to create a national boutique accounting firm that provides entrepreneurs easy access to a superior customer experience while providing all the financial services and expertise while utilizing the best of cloud-based technology required to support today’s fastest growing business segment.

Growth is fueled by an aggressive acquisition strategy leading to emphasize accounting technology, automation and top-notch expertise for complex tax and regulatory needs of our clients.

Why join us?

  • Full Benefits: Medical, Dental, Vision
  • Competitive salary and overall compensation package
  • 401 (k) with generous company match
  • Life Insurance coverage
  • Generous PTO, vacation, sick and holidays

Job Details

Responsibilities:
  • Coordinate and collaborate with the team, other firm associates, and client leaders to ensure effective communication of information and financial issues, risks and recommendations.
  • Analyze transactions, formulate tax-planning strategies and perform tax reviews to satisfy the client’s business and tax objectives.
  • Use developed skills in the tax consulting process to effectively diagnose, develop and implement solutions for clients.
  • Effectively manage competing priorities and projects while exceeding client expectations.
  • Identify risks and communicate recommendations to clients through a deep understanding of the client’s business and internal/external resources available.
  • Stay abreast of tax law changes in the U.S. to manage risk and identify potential planning opportunities.
  • Champion the development of tax strategies to support the company’s growth and business initiatives.
  • Identify new sales opportunities and develop proposals and other activities for securing new engagements with existing clients as well as new clients.
  • Develop, cultivate, and maintain relationships with referral sources and clients.
  • Assume responsibility for client engagements and demonstrate strong leadership skills while working on client work and firm-related projects.
  • Develop industry or technical skill specialization and expertise on specific topics within the department.


You should have most of the following:
  • Minimum of five years’ experience working in public accounting and high growth companies.
  • BA or BS in accounting or a related field
  • Master’s Degree in Tax or MBA preferred
  • CPA license required, will consider EA as well
  • Deep technical expertise with demonstrated experience resolving complex tax issues.
  • Experience successfully running multiple projects and priorities simultaneously.
  • Demonstrate strong analytical skills and working knowledge of accounting and tax software.
  • Considerable experience identifying and addressing client needs by building, maintaining, and utilizing networks of client relationships and community involvement.
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