Certified Public Accountant

Overview

This role involves a dual-capacity position serving a core group of CPA clients while collaborating with the Managing Partner on strategic tax planning initiatives for family office relationships.

Responsibilities

• Perform traditional CPA services for individual and business clients
• Maintain and/or transition an existing book of business if applicable
• Advise private businesses and entrepreneurs on tax strategy
• Support proactive tax planning discussions for select family office clients
• Participate in prospect meetings and growth discussions
• Collaborate with external legal and tax advisors as needed

Requirements

• Active CPA license
• Minimum 12 years of progressive experience advising private businesses and entrepreneurs, including tax compliance and proactive tax planning
• Experience working with high-net-worth families with $25M+ net worth
• Strong foundation in tax compliance and tax planning
• Executive presence and maturity to engage business owners and multi-generational families
• Existing book of business or ability to transition clients is advantageous but not required
• Bachelor's degree in Finance or Accounting; advanced degree preferred
• Willingness to travel lightly, primarily for prospect meetings approximately once every 2-3 weeks

Personal Attributes

• Entrepreneurial spirit and builder mentality
• High integrity, discretion, and trustworthiness
• Ownership mindset and accountability
• Desire to create meaningful client impact rather than operate in high-volume compliance environments
• Resilience and flexibility to work beyond a traditional 9-5 schedule

Compensation

Compensation is flexible and customizable based on ownership participation, revenue generation, client transition, and overall production.

Work Allocation

• Approximately 50% traditional CPA services (about 20 hours per week initially)
• Approximately 50% strategic planning support alongside the Managing Partner