Job Description

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Senior CPA - Client-Focused Financial Strategist

Executive Summary

This project seeks to identify and onboard a successor for a distinguished CPA firm, with the goal of ensuring seamless continuity of service, maintaining long-term client relationships, and upholding the firms legacy. The individual hired for this role will not only lead day-to-day operations but will also transition into ownership of the business, acquiring it from the founding family. This role is ideal for a candidate with a long-term vision, entrepreneurial spirit, and a commitment to building and nurturing client relationships across generations.

Background and Context

The firm is recognized for its exceptional client service, holistic financial strategies, and personalized approach to tax planning and bookkeeping. Over decades, Richard, the current principal CPA, has built strong, multi-generational relationships with clients, going beyond traditional CPA duties to provide unparalleled care and insight. His approach includes:

• Collaborating with wealth managers to align client financial strategies.
• Conducting proactive year-end planning to optimize client tax positions.
• Offering hands-on support for tasks such as tax registrations and compliance.
• Serving as a trusted advisor who deeply understands each clients financial landscape.

With the CEO, at some point, exiting the business, this transition presents a unique opportunity for a CPA to step into a leadership role, assume ownership, and continue the firms mission of providing client-focused service.

Role Requirements

The successor will begin as a Senior CPA, working closely with Richard to understand the firms operations, client base, and legacy of excellence. Over time, the individual will assume ownership, acquiring the firm upon the eventual exit of Richard. This requires a candidate who is:

• Trustworthy and Committed: The role is for someone prepared to build a long-term career with the firm, ensuring continuity for clients tax needs.
• Entrepreneurial: The candidate must demonstrate the vision and initiative to sustain and grow the business, retaining existing clients and attracting new ones.
• Relationship-Oriented: Maintaining and expanding the firms multi-generational client base requires a personable, proactive approach to relationship-building.

Opportunity Overview

• Legacy and Client Trust:
• The incoming CPA will inherit a well-established client base, many of whom have relied on the firm for decades. These relationships extend to future generations of clients, offering a unique foundation for long-term business stability.
• Transition and Mentorship:
• The candidate will work alongside Richard during a transition period, gaining valuable insights into the firms operations, clients, and ethos. This mentorship will ensure the successor is well-prepared to lead the business.
• Ownership and Growth Potential:
• The opportunity to acquire the firm provides a clear path to ownership. The successor will have the autonomy to run the business while maintaining its client-focused mission and exploring growth opportunities.

Key Candidate Attributes

The ideal candidate will possess:

• A CPA license with significant experience in tax planning and client advisory.
• A demonstrated ability to build trust and nurture long-term client relationships.
• A proactive mindset, asking the right questions to uncover client needs and provide tailored solutions.
• Strong technical skills in QuickBooks, Excel, and tax preparation software such as Lacerte.
• An entrepreneurial spirit, ready to take ownership of the firm and expand its services.
• A commitment to upholding the firms legacy and providing multi-generational service to its clients.

Conclusion

This project is a pivotal step in preserving the legacy of a firm that has consistently delivered exceptional service to its clients. The chosen candidate will not only succeed Richard but also carry forward the relationships and trust he has built, ensuring the firms success for years to come. This is an unparalleled opportunity for a dedicated CPA to lead a thriving business, make a lasting impact, and secure a future of professional and personal growth through ownership of the firm.

Job Description

Position Title: Senior CPA - Client-Focused Financial Strategist

Responsibilities:

1. Client Relationships:

- Take ownership of client relationships, ensuring trust and satisfaction.

- Build long-term relationships by asking insightful questions and proactively addressing client needs.

- Contact clients regularly with a personable and professional approach.

- Approach work with an entrepreneurial spirit, seeking creative and customized solutions to client challenges.

- Avoid the "checklist" mindset typical of traditional CPAs, focusing instead on creating meaningful client interactions and outcomes.

3. Client-Centric Approach:

- Go above and beyond for long-term clients to foster loyalty and satisfaction.

- Provide proactive year-end planning and adjust strategies based on client feedback.

- Prepare and oversee tax filings, financial statements, and bookkeeping with attention to detail and strategic insight.

- Ensure bookkeeping and tax preparation align with the firms holistic, client-focused standards.

Needed Skills

- Relationship-building expertise, with the ability to own and develop client relationships over time.

- Personable communication skills for contacting clients and guiding discussions.

- Entrepreneurial mindset to approach client challenges creatively and proactively.

- Flexibility to adapt to the firms high-touch, client-focused methodology.

- Advanced proficiency in:

- Tax preparation software (e.g., Lacerte).

- QuickBooks and Excel (with a preference for advanced skills).

- Strong analytical abilities for variance analysis and report interpretation.

- Exceptional communication skills (written and verbal).

- Deep understanding of business entity structuring and tax laws.

Background

- CPA certification required, with several years of experience in tax planning and preparation.

- Proven ability to manage complex bookkeeping and financial analysis tasks.

- Experience in a client-facing role, demonstrating strong interpersonal and problem-solving skills.

- Enthusiasm for holistic financial planning and helping clients save money creatively.

- Familiarity with corporate bookkeeping and financial statement preparation.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Staffing and Recruiting

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