Senior CPA: Tax Strategy & Client Growth Leader

Remote; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Bonus

Medical insurance

Vision insurance

Life insurance

401K with match

International work environment

Training and development

Paid vacation and holidays

Growth opportunities

Job summary

Manay CPA in Atlanta, GA, seeks an experienced CPA/EA to lead tax planning and full-service accounting for diverse clients. This role blends advisory work with hands-on accounting, payroll, and compliance across US tax law.

You will mentor junior staff, grow client relationships, and collaborate with sales to win new engagements. Strong communication and fluency with QuickBooks and UltraTax are essential. Relocation to Marietta is a plus.

Qualifications

• Bachelor's degree in accounting, finance, business administration, economics, or related; Master's preferred.
• CPA or Enrolled Agent (EA) credential required.
• 5+ years in accounting and tax with emphasis on tax planning.
• Experience advising on tax strategy beyond compliance.
• Client acquisition and business development experience.
• Strong client relationships and networking ability.
• International tax knowledge is a plus.
• Excellent written and verbal communication skills.
• Proficient in MS Word, Excel, and Outlook; QuickBooks and tax software experience.
• Detail oriented, self-directed, and a team player.

Responsibilities

• Manage clients' financial operations: taxation, accounting, bookkeeping, payroll.
• Ensure compliance with US tax laws and timely filing of returns.
• Lead tax planning and advisory for assigned clients.
• Collaborate with sales to originate and pursue new engagements.
• Manage AR/AP processes, invoicing, collections and reconciliations.
• Maintain current financial records using accounting software (QuickBooks).
• Analyze data and trends to improve financial performance.
• Foster cross-department collaboration to align financial strategies.
• Mentor junior accounting staff and promote a collaborative environment.
• Facilitate client onboarding and participate in client acquisition efforts.
• Organize and update financial records; assist in audits and documentation.
• Assist in automating systems to improve efficiency.

Skills

Relationship building

Business development

Tax planning

Tax strategy

Client acquisition

Communication skills

MS Office

QuickBooks

UltraTax

Detail oriented

Team player

Self-directed

Education

Bachelor's in Accounting/Finance/Business

Master's degree (plus)

CPA or EA license

Tools

QuickBooks

UltraTax

Job description

Manay CPA in Atlanta, GA, seeks an experienced CPA/EA to lead tax planning and full-service accounting for diverse clients. This role blends advisory work with hands-on accounting, payroll, and compliance across US tax law.

You will mentor junior staff, grow client relationships, and collaborate with sales to win new engagements. Strong communication and fluency with QuickBooks and UltraTax are essential. Relocation to Marietta is a plus.