In-House CPA: Financial Strategy & Operations Lead

We are looking for an in-house Certified Public Accountant who is ready to take the next step in joining a people-first environment and wants to play a key role in strengthening our financial operations. As our in-house CPA, you will be at the center of ensuring financial accuracy, compliance, and strategic insight across the organization. If you’re drawn to bringing clarity to complex financial matters, improving systems, and helping leadership make informed decisions, we’d like to talk. This is a highly collaborative, hands‑on role. You’ll work closely with leadership and cross‑functional teams to manage financial reporting, maintain compliance, and build processes that support sustainable growth. About The Team Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof. We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in. We believe in great freedom, great responsibility, and in doing the hard work first. We’re committed to empowering our team to help thousands of people nationwide protect what matters to them. What You’ll Do Manage day‑to‑day accounting operations, including general ledger, reconciliations, and financial close processes Prepare accurate and timely financial statements in accordance with applicable standards Ensure compliance with federal, state, and local tax regulations File company tax documentation and adhere to state and federal deadlines Oversee budgeting, forecasting, and financial planning processes Partner with leadership to provide financial insights and strategic recommendations Maintain internal controls and improve accounting systems and processes Coordinate with external auditors, tax advisors, and regulatory bodies as needed What We’re Looking For Active CPA license required 5‑7 years of experience in public accounting or a similar in‑house role Strong knowledge of accounting principles, financial reporting, and tax compliance Excellent analytical, organizational, and problem‑solving skills High level of integrity and ability to handle sensitive financial information Strong communication skills and ability to collaborate across teams Ability to work onsite and contribute in a dynamic environment What We Offer Health, dental, and vision insurance with company contributions 401(k) with employer matching A collaborative, people‑first culture focused on growth and impact Who Should Apply This role is for a professional who sees accounting as more than numbers—it’s about clarity, trust, and enabling better decisions. You are someone who brings structure to complexity, communicates financial insights in a clear and actionable way, and looks for opportunities to improve systems and processes. You’re comfortable balancing precision with adaptability, and you take pride in being a reliable partner to leadership and the broader team. We’re growing and continuing to invest in our operations and infrastructure. If helping build a financially strong, well‑informed, and high‑performing organization excites you, we’d love to hear from you. #J-18808-Ljbffr Oath