CPA, Tax Services (Remote)

This position is for a CPA who wants to work in an established small growing fully-remote company that has a collaborative culture. You should be good at and want to get better at meeting with clients in a consultative way to cultivate tax strategies for them.

We are a 12-year old firm serving over 1000 physician families across multiple integrated financial services. Most of our clients live in California. Tax services was introduced for the 2026 tax year. You will be the 2nd CPA on the team.

Our team includes over a dozen client service reps to make sure clients get prompt attention and every task is followed up on. Our team also includes a technology team that has been customizing our proprietary enterprise software for years. We have adopted CCH Axcess Tax and most of the modules. We are using Holistiplan to help with planning.

Along with tax preparation, we have launched in-house bookkeeping and payroll.

Because our tax service is new, you will help shape our processes as we go along.

REQUIREMENTS

• CPA license
• Recent experience reviewing and completing personal and corporate taxes
• A clear, warm communicator who genuinely enjoys client relationships
• Flexibility to learn new ways of doing things so you can integrate across our service lines
• Dedicated home office

W2 with potential for health benefit and 401k after year one. 1099 is also an option.