Are you looking for a workplace that values your expertise, fosters close-knit relationships, and genuinely cares about work-life balance? At our boutique CPA firm, we treat both our team and clients like family. Our approach blends strategic tax planning with high-value coaching for SMBs, delivering exceptional outcomes for our clients. We focus on clear, consistent communication, minimizing surprises, and offering innovative ideas to drive lasting success for the businesses we serve. We believe in the importance of not only delivering high-quality work but also cultivating strong personal connections. Our supportive, hybrid work environment is designed to help you thrive professionally and personally. If you're passionate about crafting top-tier tax strategies and want to be part of a collaborative, close-knit team, we'd love to meet you! Benefits: • We reward hard work with balance—offering flexible schedules, hybrid work environment, generous annual leave, and early closures after tax season (we’re closed Fridays after April 15th). Responsibilities: • Develop and execute tax strategies that add high value to our clients, using our proprietary processes (training provided). • Guidance and review for team-prepared tax returns for businesses, individuals, and trusts. • Build and maintain strong relationships with both new and existing clients, acting as their trusted advisor. • Lead, mentor, and collaborate with a talented team of professionals, ensuring top-quality work while guiding project execution. • Collaborate with leadership to shape the future of the firm’s strategy, priorities, and growth. • Stay ahead of the curve by exploring new ideas and strategies that enhance our clients’ experience and results. • Participate in our strategic coaching process, helping clients achieve their business and financial goals. Qualifications: • CPA or EA certification. • Expertise in business and personal tax, including US and SALT. • A solid accounting background with knowledge of various systems. • 8+ years of public accounting experience (or equivalent). • A passion for delivering exceptional client service. • Proficiency in CCH ProSystem Fx or Axcess is a plus. Compensation: $99,000 - $130,000 yearly

• Develop and execute tax strategies that add high value to our clients, using our proprietary processes (training provided). • Guidance and review for team-prepared tax returns for businesses, individuals, and trusts. • Build and maintain strong relationships with both new and existing clients, acting as their trusted advisor. • Lead, mentor, and collaborate with a talented team of professionals, ensuring top-quality work while guiding project execution. • Collaborate with leadership to shape the future of the firm’s strategy, priorities, and growth. • Stay ahead of the curve by exploring new ideas and strategies that enhance our clients’ experience and results. • Participate in our strategic coaching process, helping clients achieve their business and financial goals.