Lead CPA — Bill Pay & Tax Practice (Remote)

Overview

A financial services firm specializing in integrated financial care for physician families across California and several other U.S. states is seeking a licensed CPA to lead the development of an in-house tax and bill pay practice. The firm currently serves hundreds of households and partners with external firms for tax and bookkeeping services but aims to expand its internal capabilities.

Responsibilities

• Provide bill pay services for elder and high-net-worth client families
• Prepare straightforward personal tax returns, primarily for W-2 households
• Shape the growth and operational management of the tax practice, including managing seasonal fluctuations
• Collaborate with other team leaders to design repeatable systems that integrate with existing processes
• Assist clients in maintaining organized and decision-ready financial records
• Guide clients on entity-related financial questions
• Contribute a tax-informed perspective to team financial planning discussions
• Serve as a trusted resource for clients on relevant financial details

Requirements

• Licensed CPA in good standing
• Significant experience in tax preparation with some exposure to bookkeeping
• Interest in designing and building a practice rather than inheriting an established one
• Strong communication skills with a warm, client-focused approach
• Comfortable working remotely and collaborating across time zones
• Interest in or willingness to learn the physician financial niche deeply

Compensation & Benefits

• Compensation is negotiable and tailored to the candidate
• Open to W-2 employment with bonus or 1099 contractor arrangements based on individual preferences
• Support from a global team of seasoned client service associates who handle first contact and administrative support, allowing focus on client conversations

Location

• Fully remote position with a distributed team
• Collaboration across multiple time zones required