Entrepreneurial Tax Professional

Job Description

Job Description

The Opportunity :

Are you an entrepreneurial CPA or EA ready to take full ownership of your client relationships and professional growth? We offer a unique opportunity to manage and expand your own dedicated book of business. In this role, you'll provide comprehensive tax preparation, planning, and advisory services, acting as a trusted advisor and fostering long-term partnerships. You will spearhead all aspects of your client portfolio, from initial consultation and engagement to ongoing service and strategic business development. Relying on a robust administrative staff and strong accounting team, you will be able to maximize your time with client facing responsibilities and developing talent.

This is more than just a job; it's a pathway to long-term professional satisfaction and recognition within your community. We're looking for candidates who are either currently managing their own book of business or are poised for this empowering career advancement. Experience the best of both worlds : an office environment coupled with exceptional flexibility, including Fridays off after the tax season to balance the focused 55+ hour weeks during tax season, leading to a lighter summer schedule.

Key Responsibilities :

• Client Portfolio Management :

Manage all aspects of a dedicated book of individual and / or business tax clients with the support of an exceptional accounting and administrative team.

Review complex federal, state, and local tax returns for individuals, corporations (S-Corp, C-Corp), partnerships, trusts, and estates, as applicable to your expertise and client base.

Provide strategic tax planning and advisory services to help clients minimize tax liabilities and achieve their financial goals.

Leverage the power of our brand to identify and cultivate new client relationships to expand your book of business.

Manage onboarding, engagement letters, billing, and collections for your clients.

Qualifications :

Qualities our candidate should possess :

About Nichols & Company CPAs

Nichols & Company CPAs isnt just a tax firmits a strategic partner in making life #LessTaxing for both clients and employees. With an entrepreneurial mindset, a heart for community, and a knack for innovation, N&Co empowers small businesses and individuals to thrivefinancially and personally. Our Westerville-based firm serves small businesses and individuals in the full range of tax preparation, consulting, accounting, and bookkeeping services.

What We Offer :