Certified Public Accountant (CPA)

Diamond Financial Group, Inc.
CERTIFIED PUBLIC ACCOUNTANT

If you think you are a good fit for our team, submit your resume at thedfginc.com

Company Overview: A Cut Above the Rest
Welcome to Diamond Financial Group! As a private, full-service concierge financial services firm, we not only provide our clients with personalized consultations and customized financial strategies but also foster an empowering and positive work environment for our team. At Diamond Financial Group, we pride ourselves in offering exceptional client service while helping clients confidently plan for their financial future and beyond. As a Licensed Financial Professional, you will be at the forefront of our mission. We believe in building strong, long-lasting relationships with our clients and team, ensuring everyone’s unique needs and goals are met. Join us, and be part of a vibrant, inclusive team where innovation, collaboration, and personal growth are at the heart of everything we do. We look forward to working with you to achieve both your professional aspirations and our clients' financial dreams!

Role Description: Seeking The Next Gem
We are seeking an experienced and dedicated Certified Public Accountant® (CPA®) to join our team and lead a group of licensed tax and accounting professionals while continuing to provide exceptional accounting and tax planning services to our clients. This individual will be responsible for helping clients achieve their personal and financial goals through tailored accounting solutions, tax planning strategies, and financial risk management, while fostering the professional growth and development of the team.

The ideal candidate will be a highly skilled Certified Public Accountant with demonstrated expertise in accounting, tax planning, and risk management. They will possess strong leadership abilities, managing a team of licensed professionals to deliver exceptional results. The candidate will excel in developing customized tax strategies that minimize liabilities, optimize deductions, and maximize savings for clients. They will also have the ability to navigate complex accounting issues, ensuring compliance and providing insightful financial analysis. They will also prioritize building strong, trust-based relationships with clients, empowering them to make informed decisions for long-term financial security and growth. Additionally, the candidate will be adept at identifying tax-saving opportunities and implementing accounting solutions that align with each client’s personal and business objectives.

Qualifications: The Sparkle Factor

• Must hold a valid Certified Public Accountant (CPA) license
• 7-10 years of full-time experience in public accounting or corporate accounting, with a strong background in financial reporting, auditing, and compliance.
• A proven track record of managing client relationships and experience leading and mentoring a team of licensed accounting and tax professionals.
• Bachelor’s Degree in Accounting, Finance, or a related field preferred.
• Proficiency in ProConnect and QuickBooks accounting and tax preparation software.
• In-depth knowledge of federal, state, and local tax regulations, including tax planning and preparation, with extensive experience preparing individual and business income tax returns, understanding of tax laws
• Ability to manage multiple projects and deadlines, with proven organizational skills and attention to detail.
• Strong analytical skills with the ability to develop and implement customized strategies.
• Exceptional communication and leadership skills, with a client-first mindset.
• Ability to manage multiple client relationships and prioritize effectively with strong networking abilities to cultivate and expand client relationships.
• Advanced working knowledge of Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)

Key Responsibilities: Enhancing Sparkle Factor
The key responsibilities of this position include the following:

• Client Advisory Services: The CPA will provide tailored tax and financial advisory services, including planning, compliance, and reporting, while fostering trust-based client relationships.
• Team Leadership & Management: The CPA will lead, mentor, and enhance a team of financial professionals through goal setting, compliance monitoring, and training programs.
• Business Development & Strategy: The CPA will collaborate on strategies to grow the client base, support marketing efforts, and strengthen the firm’s reputation in tax and financial planning.
• Compliance & Best Practices: The CPA will ensure regulatory compliance, enforce firm policies, and promote ethical standards to maintain client trust and the firm’s integrity.
• Maintaining and nurturing client relationships to ensure long-term success.
• Staying up-to-date with industry trends, market changes, and regulatory requirements.
• Collaborating with other financial professionals to provide comprehensive services

Qualities We Value: Finding The Perfect Cut
At our firm, we believe that the success of our clients and team members is rooted in strong personal qualities and professional integrity. We are seeking a professional who embodies the following qualities that align with our values and mission.

• Integrity and Ethical Behavior
• Passion for Helping Others
• Exceptional Relationship-Building
• Collaborative Teamwork Mindset
• Strong Analytical Skills
• Effective Communication Skills
• Meticulousness and Precision
• Commitment to Continuous Learning

Unique Skills: That Extra Dazzle
In addition to the core qualifications, we value unique skills that enhance the effectiveness of our company’s mission. These bonus skills can set candidates apart and contribute significantly to our teams’ and clients' overall success.

• Tax Accounting Software Proficiency
• Advanced Accounting Expertise
• Comprehensive Tax Knowledge
• Psychological Insight and Empathy
• Team Collaboration and Leadership
• Strong Communication and Interpersonal Skills
• Adaptability and Resilience
• Strategic Thinking and Vision
• Fluency in Multiple Languages

Earning Potential: Diamonds Are Forever
This position offers a commission-based earning structure, with anticipated annual earnings between $143,257 and $267,856 . Actual income will vary based on individual performance, experience, and the volume of business generated. As an independent contractor, your compensation is directly linked to your sales achievements, client relationships, and ability to earn additional income through referrals and team-building opportunities. There is no fixed salary, allowing you to unlock unlimited earning potential based on your success.

• Enjoy the autonomy of being your own boss with flexible work arrangements.
• Unlock unlimited earning potential through an uncapped commission structure.
• Build a successful agency with comprehensive support and industry-leading tools.
• Benefit from additional incentives through our Referral Program.
• Engage in a fully 1099 contract sales role as an independent contractor.

Position Overview
This tribrid position offers a blend of in-person, remote, and fieldwork options, providing flexibility in client engagement and team collaboration. While regular leads and referrals will be provided, success in this role heavily relies on overall drive and initiative. You'll have the autonomy to build your own business, cultivate relationships, generate leads, and maximize earnings from the resources and support of our firm, within a dynamic and collaborative environment that encourages both professional development and work-life balance. This commission-based structure, along with a year-end 1099, empowers you to grow your agency, expand your client base, and realize unlimited income potential. Our business model is designed to reward outstanding performance and offer competitive earnings for high achievers. Join us in a vibrant workplace that values your unique strengths and aspirations and the opportunity to create a business that aligns with your goals and dreams.

We are not accepting unsolicited resumes from agencies and/or search firms for this posting. ID# 2025-CPA

Job Types: Full-time, Part-time, Contract

Pay: $143,257.00 - $267,856.00 per year

Benefits:

• Flexible schedule
• Professional development assistance
• Referral program
• Work from home

Schedule:

• Monday to Friday
• Weekends as needed

Supplemental Pay:

• Bonus opportunities
• Commission pay
• Performance bonus

Work Location: Hybrid remote in Salinas, CA 93906

Salary : $143,257 - $267,856