- High-growth, recently acquired CPA and advisory firm coming off a successful first tax season, supporting ~400–500 clients
- Founder-led organization with a strong entrepreneurial vision and backing from an investment platform
- Lean, highly collaborative team including a CPA and Enrolled Agent working closely across tax and bookkeeping functions
- Fully virtual environment built on modern systems like TaxDome, with a strong emphasis on efficiency and automation
- Culture focused on ownership, accountability, and long-term partnership, not just task execution
- Fully remote, open to candidates across the U.S.
- Competitive base salary aligned to market, plus profit-sharing and long-term equity participation
- Opportunity to be the operational backbone of a growing firm, with direct visibility to leadership
- High level of autonomy in a trust-driven, remote-first environment
- Exposure to both tax and bookkeeping operations, creating broad skill development
- Ability to grow alongside the business as it scales from a small team to a larger platform
- Serves as the central hub for all client communication, ensuring a seamless client experience
- Drives organization and efficiency across tax workflows, documentation, and deadlines
- Supports both CPA and EA leadership in managing day-to-day operations
- Plays a key role in maintaining and optimizing systems like TaxDome and digital workflows
- Enables the firm to scale by creating structure and consistency across a growing client base
- Prior experience within a CPA firm or tax-focused environment is required
- Strong familiarity with tax workflows, client portals, and document management systems (TaxDome or similar)
- Highly organized, proactive, and comfortable managing multiple priorities independently
- Tech-savvy with the ability to leverage tools and automation in a virtual setting
- Strong communication skills, with confidence managing client interactions directly
