CPA

Job Description We're not looking for a CPA who wants another busy season. We're looking for someone who wants to change the way independent financial professionals and their clients think about taxes. Our client is launching Tax Central. This is an exciting new division dedicated to helping financial professionals integrate proactive tax planning into their practices. Tax Central extends current offerings to include tax expertise into the same ecosystem of trusted, integrated solutions our advisors already rely on. This is an opportunity to help build a business from the ground up, influence its direction, and become the trusted tax voice for advisors and clients. If you're entrepreneurial, embrace technology, enjoy solving complex tax challenges, and want to spend your career advising instead of simply preparing returns, we'd love to meet you. What You'll Do As the founding CPA for Tax Central, you'll play a strategic role in developing tax services that support independent financial professionals and their clients - reinforcing the relationships which company calls the foundation of a successful business. You'll 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.Assist with IRS and state tax notices, audits, and examinations.Identify tax planning opportunities related to retirement income, annuities, investments, and business succession.Consult with advisors before recommendations are made to clients.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 This isn't a traditional CPA position. You won't spend your career buried in tax returns from January through April. Instead, 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. If you've ever wanted to build your own practice - but without taking on all the financial risk - this opportunity offers the best of both worlds: the company was founded on ("captivating, yet not captive") backed by the resources of an established, growing organization. We're Looking For Someone Who Is a licensed CPA in good standing.Has experience with both business and individual taxation.Enjoys consulting AND compliance.Thinks like an entrepreneur.Loves improving processes and leveraging technology.Is comfortable presenting to groups and leading educational discussions.Enjoys collaborating with financial advisors and business owners.Is 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 If You Have 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.Interest in artificial intelligence, workflow automation, and modern tax technology.Experience developing or growing a service line or business unit. Why Join Us? We believe our greatest asset is our people. For over 20 years, we've grown from a garage start-up into a family of companies serving independent financial professionals and their clients nationwide - guided the whole way by our founders' commitment to responsibility, innovation, and relationships. You'll join a collaborative organization that empowers independent financial professionals with innovative business solutions, technology, marketing, compliance, operations, and planning support. Tax Central is the next evolution of that vision - and of our mission to connect people to a confident financial future. Benefits Competitive salary with performance bonus opportunitiesComprehensive health, dental, and vision insurance401(k) with company matchPaid time off and company holidaysProfessional development and continuing education supportOpportunity to build and lead a growing divisionA genuine, relationship-oriented culture Ready to Build the Future of Tax Planning? If you're looking for more than another tax season - and you're excited about helping create an innovative tax consulting business that connects financial professionals and their clients to a more confident financial future - we'd love to hear from you. Apply today and help us build Tax Central from the ground up.