CPA Opportunity Future Partner Track Boutique Tax Advisory Firm

Job Description

Job Description

We’re a growing, boutique tax and advisory firm serving a loyal and expanding client base of :

• Retirees seeking integrated tax and financial planning
• Real estate investors with complex rental portfolios
• Small business owners needing year-round strategic support

Our firm is built on proactive planning, long-term relationships, and a commitment to helping clients thrive. We also operate a related investment advisory firm (not part of this role), giving us a unique perspective on holistic financial care.

The Opportunity

We’re looking for a dedicated CPA to join our team and help carry the load — and the vision. This is more than a job; it’s a chance to grow into a leadership role and potentially become a partner in the firm after a successful trial period.

You’ll work directly with the founder (CPA / CFP®) and a small, experienced team to deliver high-quality tax and advisory services. We outsource bookkeeping, so your focus will be on tax strategy, planning, and client relationships .

What You’ll Do

What We’re Looking For

Compensation & Benefits

We understand that top talent deserves more than just a paycheck. While we’re a small firm, we offer :