Building and maintaining financial models, forecasting tools, and client*
dashboards
Helping clients interpret and act on their financial data--beyond just filling*
forms
Leading or contributing to process improvements, automation initiatives, and*
workflow documentation
Advising on cross-border or international tax issues (if applicable)*
Who You Are
We're looking for someone who is:
A licensed CPA (U.S.), Enrolled Agent (EA), or Chartered Accountant (CA)* Experienced in U.S. tax and accounting, with bonus points for*
international/cross-border exposure
Proficient with tools like QuickBooks Online, ProConnect, Google Workspace,*
and Slack
An excellent communicator who can simplify complex financial topics for*
clients
Self-driven, adaptable, and motivated to build systems, not just follow them*
What We Offer
A highly flexible role tailored to your expertise and career goals* An opportunity to shape your own future within the firm* Competitive compensation and long-term growth potential* The chance to make a real difference in the lives of our clients*
Location: On- site/Remote
Employment Type: Full-Time
Experience Level: Mid-to-Senior Level
Reports To: Founder / Managing Partner
Ready to join a team where you can thrive and define your path? Let's build