CPA

What You'll Do

• Partner With Advisors To Develop proactive tax strategies for business owners, retirees, and high-net-worth clients.
• Review complex individual and business tax situations.
• Prepare and review business and individual income tax returns.
• Affiliate with IRS and state tax notices, audits, and examinations.
• Identify tax planning opportunities related to retirement income, annuities, investments, and business succession.
• Create educational resources, webinars, and training for financial professionals.
• Build scalable processes that leverage technology and AI to improve efficiency.
• Help shape the future vision of Tax Central as it grows.

What Makes This Role Different

• You won't spend your career buried in tax returns from January through April.
• You'll become: A strategic consultant to financial professionals.
• A trusted advisor for complex tax planning.
• A thought leader who educates advisors across the country.
• An entrepreneur helping launch a new business inside a company built on family, responsibility, and innovation.
• A technology champion who helps redefine how tax services are delivered.
• You'll build your own practice - but without taking on all the financial risk.

Qualifications

• A licensed CPA in good standing.
• Experience with both business and individual taxation.
• Enjoys consulting AND compliance.
• Thinks like an entrepreneur.
• Comfortable presenting to groups and leading educational discussions.
• Collaborates with financial advisors and business owners.
• Curious, innovative, and excited about helping build a growing business.
• Thrives in a fast-paced, relationship-driven environment.
• Values a family-first, relationship-driven culture and wants their work to genuinely improve financial lives - not just close out a season.

Bonus Points

• Experience working with financial advisors or wealth management firms.
• Knowledge of retirement income taxation.
• Experience with S corporations, partnerships, trusts, and closely held businesses.
• Experience with private equity transactions, structures and relationships.
• Experience representing clients before the IRS.
• Experience with artificial intelligence, workflow automation, and modern tax technology.
• Experience developing or growing a service line or business unit.