CFO - Tax Strategy & Advisory

Job Description

Job Description

CFO – Tax Strategy & Advisory

Brooklyn, NY

$200,000–$250,000 DOE

Position Overview

A growing, forward-thinking CPA firm is seeking a CFO – Tax Strategy & Advisory to serve as a trusted financial advisor to business owners while overseeing high-level tax strategy and client relationships.

This is a unique opportunity for an experienced CFO, Controller, senior tax professional, or financial leader who brings a strong combination of tax expertise, business acumen, and exceptional communication skills.

Unlike traditional accounting roles focused heavily on tax preparation, this position emphasizes strategic advisory, client relationships, financial decision-making, and leadership , supported by an established team of accountants and administrative professionals.

The ideal candidate enjoys working directly with business owners, understands both the tax and operational sides of a business, and can translate complex financial matters into practical, actionable advice.

Key Responsibilities

• Serve as the primary financial and tax advisor for a portfolio of business clients.

• Advise business owners on financial strategy, tax planning, business decisions, and growth opportunities.

• Develop strong, long-term client relationships, serving as their main point of contact.

• Oversee tax planning, review complex tax matters, and provide high-level technical guidance.

• Delegate tax preparation and execution to junior accountants and support staff.

• Review financial statements and provide strategic recommendations to clients.

• Collaborate with firm leadership to strengthen internal processes, leverage technology, and expand advisory services.

• Support the firm's growing specialization in manufacturing businesses.

Qualifications

• Significant experience in tax accounting, financial leadership, or CFO-level responsibilities .

• Strong tax expertise, including the ability to advise on complex business tax matters.

• Background combining tax accounting with broader business and financial strategy.

• Experience as a CFO, senior tax manager, Controller, tax director, or similar leadership position.

• Exceptional interpersonal and communication skills, with the ability to build relationships and confidently advise business owners.

• Strong understanding of financial statements, business operations, and strategic planning.

• Ability to oversee and delegate work to accounting teams.

• Proactive, forward-thinking mindset with an interest in modernizing accounting processes and advisory services.

Why This Opportunity?

• Advisory-Focused Role: Spend more time working directly with business owners and providing meaningful financial guidance rather than preparing returns.

• Established Support Structure: Dedicated accounting and administrative teams handle much of the preparation and execution.

• Work-Life Balance: A structured, efficient environment with minimal overtime.

• Leadership & Growth: Opportunity to take ownership of client relationships, lead teams, and play a key role in the firm's continued growth.

• Modern Approach: Join a firm investing in technology, automation, and a more strategic approach to accounting.

• Flexibility: Remote Fridays

To Apply:
Please send your resume to View email address on ziprecruiter.com