Description
You’re not a traditional accountant, so why are you working at a traditional accounting firm?
If you question assumptions, like complexity, and see challenging tax situations as opportunities, not obstacles, then it’s time to stop pretending you fit inside the traditional firm mold.
We’re not looking for someone who just wants to prepare returns, close the books, and move on to the next file. If you’re happiest when you’re solving problems, spotting opportunities, and guiding clients through complex decisions, you’ll likely feel at home here.
What We Do…
HELP & IMPACT. We’re a firm that believes this profession should mean something. Our work includes strategic tax planning, business valuation, forensic accounting, estate planning, and advisory services that genuinely impact our clients’ futures.
CRITICAL THINKING. We are looking for people who think differently. Our firm handles unique situations, and we need critical thinkers who aren’t afraid to dive into details with our clients to best serve their needs.
COLLABORATION. We’re a remote team but we stay closely connected throughout the workday. Collaboration is how we support each other, maintain quality, and better serve our clients.
GROWTH & LEARNING. We take growth seriously. We invest in learning. We challenge ourselves. Inside the firm, your voice will matter. You’ll help shape how we improve, not just carry out assignments.
What You’ll Do…
This position requires a talented, experienced, and client-focused CPA. This role may be the right fit if you are excited about:
- Leading client engagements
- Mentoring staff
- Delivering high-quality accounting, tax, and advisory services
This is a leadership role within our firm.
- You will contribute to decisions that impact the trajectory of our firm.
- Your perspective is important for shaping how we develop and grow our team.
- This role is an open invitation to becoming a Partner in the firm.
We are looking for a certain type of CPA. You naturally take ownership, you communicate clearly and directly, and you find real satisfaction in helping a client make a smarter decision because of your guidance.
The key responsibilities for this role are as follows:
- Lead client relationships for a portfolio of business and individual clients.
- Deliver strategic accounting, tax, and financial guidance aligned with client goals.
- Review complex business and individual tax returns, financial statements, and key deliverables for technical accuracy and quality.
- Lead engagements from planning through execution and delivery.
- Develop and implement tax planning strategies for complex client situations.
- Mentor and develop staff and senior accountants.
- Identify opportunities to expand services and deepen client relationships.
- Support firm growth through recruiting, client development, and operational improvement.
- Maintain confidentiality and professional standards.
Qualifications:
Required
- Bachelor’s or Master’s degree in accounting, finance, or related field.
- Active CPA license.
- 6-10+ years of public accounting or relevant experience.
- Demonstrated experience reviewing returns and financial statements.
- Strong knowledge of GAAP and federal/state tax regulations.
- Ability to think critically on complex business & entity situations.
- Proficiency with accounting and tax software.
- Strong Excel and analytical skills.
- Review our remote requirements on our website.
Preferred
- CFE, CVA, or other relevant credential(s).
- Experience managing client relationships independently.
- Prior leadership or team management experience.
- Comfort learning and utilizing innovative technology, such as AI.
Pay Range & Benefits:
- Starting salary range is $100,000-$115,000.
- Normal work weeks, outside of January through April 15, are 40-45 hours per week depending on workload and work demands. The position includes an additional 105 hours to be worked from January through April 15 to support tax season.
- Benefits include paid time off, sick time, 401(k), Roth 401(k), health care insurance, flex plan for medical and childcare, short-term disability, long-term disability, and life insurance.
To Apply:
To be considered for this position, applicants must submit:
- Resume
- Cover letter
- List of 3-5 References
- Internet Test
In your cover letter, briefly answer the following questions:
- Why are you interested in our firm specifically?
- Which accounting and tax areas do you consider your strongest, and why?
- Describe your approach to client communication and responsiveness.
- What value do you believe a CPA firm should provide beyond compliance?
Internet Test:
- Go to fast.com
- Run the speed test on your computer. This should be at the place you would be working from / the internet you would be using while working remotely.
- Take a screenshot of the speed information (open “show more”). Include the screenshot with your application.
Please send all necessary documents and information to careers@icpaf.com. In the subject line of the email, please indicate Client Manager Application – [Your Full Name]
*Incomplete applications with the required information will not be reviewed.
Requirements
Remote Requirements
We are a remote team. Please review the following remote requirements before applying.
- Must have internet access and internet speed of 100mbps.
- Must be based in and authorized to work in the United States. This job is not eligible for a US visa sponsorship.
- Our company maintains our team-focused mindset and strong communication by utilizing Zoom in a co-working capacity. All team members are expected to be connected to video and audio via Zoom whenever they are working.
- Does not reside in one of the following states: California, Washington, New York, Maryland, Virginia, & Hawaii.
- Employment is subject to a satisfactory background check.
