CPA Tax Preparer / Financial Planner


Are you a talented CPA? Are you interested in expanding your skill set and advancing your career beyond tax preparation and accounting by developing proficiency with income planning, insurance, and investment advice? Are you interested in deploying your strength as a tax and accounting expert, as well as new tools like social security planning, in order to help folks navigate the various complexities of retirement planning? Are you a genuine, caring person who enjoys building relationships with people? Do you like working in a culture where social unity, intellectual humility, goodwill, and positivity are actually held in high regard? Then you will thoroughly enjoy working with us! Our clients are either retired or soon-to-be-retired, and this stage of life can be complicated for many of them.


  • Meet with our highly valued client relationships for tax preparation services
  • Develop, manage and retain strong client relationships by serving our clients with excellence and sincerity.
  • Critically analyze client financial circumstances to discover needs and determine solutions.
  • Present and implement customized financial plans.
  • Perform annual client reviews to evaluate and update client financial plans and investment strategies.
  • Utilize financial planning software tools and perform cash flow analysis, create social security and retirement income plans, determine annuity and investment allocations, and evaluate tax savings strategies
  • Work with clients to facilitate account transfers for 401K rollovers and Roth conversions.
  • Organize meeting notes and convert information into intelligible, actionable data in CRM & related software.


  • Experienced: 3+ years of accounting experience; college degree preferred
  • Licensed: CPA
  • Professional: Articulate, polite, social, clean-cut, professionally dressed, good time management skills, etc.
  • Organized: You love when things are handled thoroughly, carefully, and efficiently
  • Servant-Hearted: Humble, teachable, sincere, honest, intent on ethically serving the families in our care
  • A Critical Thinker: Ability to define problems, collect data, establish facts, and draw conclusions
  • A Skilled Communicator: Confident and friendly; comfortable on the phone; write emails with a kind tone
  • Technical: Capable of proficiently using MS Office, MacOS, Google Docs/Sheets/Drive, SalesForce CRM, Chrome
  • Adept: Capable and motivated to maintain ongoing education in your area of expertise
  • Diligent: You exemplify hard work and excellence. You do great work and continuously strive to improve
  • An Awesome Human Being: You’re positive and upbeat, kind and friendly with a humble attitude


  • Vacation: 4 weeks/year (3 weeks year one); roll over up to 40 hours per year or cash out your balance!
  • Bonus: Annualized bonus issued on a quarterly basis
  • Insurance: 100% coverage medical, dental, vision, life, ADD&D, LTD
  • 401K: 4% match with 5% contribution, in addition to annual profit sharing distribution
  • Fun: Quarterly team-building events with awesome co-workers!
  • Growth: A chance to grow your career!

Fill out the form below or email your resume to