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CPA & Tax Advisor

More Than Wealth Solutions, New Wealth Traditions

CPA & Tax Advisor Responsibilities

Business Development

We are looking to grow the firm as well as our services and are looking for someone with a growth mindset and the ability to expand our book of business.

Tax Planning

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Tax Advice

These accounting specialists advise clients on how to minimize tax liability. This guidance may cover available deductions or types of income to report.

Preparing and Filing Returns

Tax advisors collect information from clients, such as income and expenses, to calculate taxes owed. Once computed, the tax consultant files a return with the appropriate regulatory body.

Representing Clients in Audits

Tax consultants represent clients during audits to ensure the tax return is accurate to minimize tax payments. By guiding the process, they can reduce the time and money invested by the organization, along with the overall tax liability.

Research Tax Laws

To ensure clients comply with the latest regulations, tax consultants may read tax law journals, attend seminars, and network with other tax professionals. Research skills benefit organizations by ensuring that clients follow the law and pay the correct amount of taxes.

Attending Client Meetings & Events

We are looking for an outgoing person that will enjoy socializing in meetings as well as at our events such as client appreciation events, industry conferences, professional development programs, and marketing events that you will be expected to attend.

Content Creation

We are always looking to educate our current as well as prospective customers. This means collaborating on and creating content for our monthly newsletter, annual market report, social media posts, videos, and articles for publication.
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CPA & Tax Advisor Qualifications

  • Bachelor’s degree in Accounting or Finance and a CPA certification
  • Proven work experience as a Certified Public Accountant (CPA)
  • Experience with Business AND Personal tax advising
  • Thorough knowledge of accounting and financial procedures
  • Understanding of Generally Accepted Accounting Principles (GAAP)
  • Experience with accounting software, like Quickbooks
  • Advanced MS Excel knowledge (familiarity with formulas, VLOOKUPs, and pivot tables)
  • Ability to create financial projections of cash flows, pro forma, and all necessary financial support and schedules for inclusion in Seed & Series A Funding Presentations for Start-Ups
  • Excellent analytical skills with an attention to detail
  • Integrity, with an ability to handle confidential information
  • Team Player, we play as a team, and win as a team
  • Outgoing personality and enjoys socializing at
  • Excellent communication skills verbally written
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We Expect Our Team To…

Preparing and Filing Returns

You’re a strategy setter who can generate innovative and nuanced solutions to complex challenges, provide strategic vision, anticipate challenges, and assess the effectiveness of our work.

Motivate and influence others to act

We’re counting on your ability to clearly communicate complex information in a compelling and strategic way. You know how to tell a clear story and persuade your audience to take action. You understand how to find common ground with stakeholders and to build coalitions to support ambitious goals.

Support sustainability and growth

You understand and consider external conditions that affect the organization’s work, actively advocate for change, and successfully propose new services that align to strategic priorities when necessary. You build and maintain a strong external network and are viewed as a leader within the larger field.

Contribute to leadership and management teams

You have experience working with teams of senior leaders to lead organizations. You contribute valuable perspectives to colleagues managing functions outside your core expertise and understand how to be a constructive senior leader. .

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CPA & Tax Advisor Essential Functions

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  • Create and maintain a robust financial forecast and budget (expected to master forecasting tools and methodology)
  • Create and maintain a 13-week cash flow forecast
  • Meet with the clients regularly to review in detail the monthly reporting package and the forecast
  • Provide clients with strategic insight into the financial performance of the company
  • Analyze financial statement trends and KPIs and make recommendations for client actions to address insights from such
  • Develop strong working relationships with clients and other stakeholders
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good, sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company’s procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors
  • Know how to have a good time!

Join Our Team Form

If you’re interested in one of our open positions, start by applying here and attaching your resume.

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Essential Functions

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