Senior CPA / Enrolled Agent - Tax & Advisory Leader
ALPINA FINANCIAL CONSULTANTS LLC
Job Description
Job Description
Are you a seasoned CPA or Enrolled Agent who thrives on solving complex tax challenges and delivering high-value financial guidance? Do you take pride in building meaningful client relationships and being a trusted advisor—not just a tax preparer?
If so, we want to meet you.
At Alpina Tax & Accounting Services , we’re growing—and we’re looking for a confident, polished professional who brings both technical expertise and a service-first mindset. This is a client-facing leadership role where your voice, insight, and experience will directly impact our clients’ success.
What You’ll Do
You’ll serve as an advisor to individuals and businesses, delivering both precision and strategy:
- Prepare and review individual, business, and corporate tax returns (federal, state & local)
- Analyze and review client financials (live and post-close)
- Lead, mentor, and review work of staff accountants
- Provide proactive tax planning and compliance guidance
- Advise on entity structuring, financial decisions, and risk mitigation
- Interpret financial data and develop tailored strategies
- Stay ahead of evolving tax laws and regulations
- Respond to IRS notices, support audits, and represent clients as needed
- Collaborate with internal teams to deliver exceptional client service
What You Bring
- Active CPA license or Enrolled Agent designation (required)
- 10+ years of experience in tax preparation and advisory services
- Deep knowledge of federal and state tax regulations
- Proficiency with UltraTax
- Strong experience with QuickBooks Desktop & Online
- Exceptional communication, organization, and problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- A professional presence with a strong client-service mindset
Why Join Alpina?
We believe great professionals deserve a great environment:
- Supportive, collaborative team culture
- Real opportunities for growth and leadership
- Flexible scheduling + remote work options
- Ongoing training and continuing education support
- A true commitment to work-life balance
Benefits
- Health, Dental & Vision Insurance
- 401(k) with Employer Match
- Generous PTO & Paid Holidays
- Continuing Education & CPA License Support
- Annual Performance Bonuses
Company Description
At Alpina Tax & Accounting Services, LLC, we are a growing firm focused on delivering expert tax preparation and forward-thinking advisory services. Our mission is to empower clients to make informed financial decisions while building lasting relationships based on trust and results. As we continue to expand, we are committed to fostering a collaborative environment where professionals can grow, lead, and make a meaningful impact.
Company Description
At Alpina Tax & Accounting Services, LLC, we are a growing firm focused on delivering expert tax preparation and forward-thinking advisory services. Our mission is to empower clients to make informed financial decisions while building lasting relationships based on trust and results. As we continue to expand, we are committed to fostering a collaborative environment where professionals can grow, lead, and make a meaningful impact.
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