CPA - Management

Who We Are We exist to serve others and be a solution for financial matters, and to make business and tax obligations easier to manage for our clients.

We exist to serve others and be a solution for financial matters, and to make business and tax obligations easier to manage for our clients.

Confidence shows up in proactive communication, thoughtful questions, strong time management, and genuine interest in understanding clients as people - not transactions. We value emotional intelligence and a big-picture approach.

If you're motivated by meaningful work, dedicated to helping others, and committed to delivering exceptional service, you'll thrive here.

Tax Preparation for individuals, businesses, trusts and estates

Review and signing complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required.

Responsible for coordination, review and delivery of multi-family, multi-tax return groups and ensuring a concierge experience

Ensure compliance with federal, state, and local tax regulations

Participate in proactive tax planning meetings with clients, identifying strategies, explaining implications in plain language, and coordinating implementation over time

Help guide client relationship transitions from retiring CPA staff, building trust and continuity with long-standing clients.

Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables

Work directly with taxing authorities on resolving client tax issues

Active CPA license required

5+ years of recent, hands-on tax preparation and review experience in a public accounting or tax firm setting

experience with S-corps & partnerships strongly preferred

Strong client communication skills, with the ability to explain complex tax issues clearly and calmly to non-technical audiences

Tech-forward mindset and ease with modern tax software, portals, e-sign;