Certified Public Accountant (CPA)

Position Overview:

We are seeking a mission-aligned CPA to support the acquisition and operation of a tax/CPA firm. This individual will play a pivotal role in ensuring the business aligns with our vision of helping high-income earners navigate complex tax landscapes and build sustainable wealth. The CPA will be responsible for due diligence during the acquisition process, managing CPA-related activities post-acquisition, and upholding the firm’s reputation for delivering tailored, impactful solutions.

This is an opportunity to join a company dedicated to redefining financial success—not just through compliance and reporting but by helping clients leverage their income to create opportunities, build businesses, and leave a legacy of financial freedom.

Key Responsibilities:

Acquisition Phase:

• Conduct due diligence on prospective firms, focusing on financial health, client portfolio, tax compliance, contracts, liabilities, and overall operational stability.
• Identify businesses that are self-sustaining and NOT DEPENDENT on the current owner for client retention.
• Review and analyze seller-provided documents, including tax returns, P&L statements, and balance sheets.
• Provide detailed reports and recommendations, highlighting potential risks and negotiation points (e.g., client retention clauses, earn-outs).
• Engage in discussions with the seller or broker, as necessary, to ensure transparency and accuracy during the process.

Transition Phase:

• Assume responsibility for managing the CPA-related aspects of the business post-acquisition.
• Develop a comprehensive plan to ensure compliance and continuity during the handover period.
• Maintain direct interaction with key clients to ensure retention and satisfaction.

Post-Acquisition Role:

• Oversee all technical CPA duties, including tax filings, compliance, audits, and correspondence with tax authorities.
• Supervise accounting staff and manage operations related to CPA activities.
• Provide financial reports and monitor key performance indicators (KPIs) to track business performance.
• Assist in strategic planning and scaling the business, potentially aiding future acquisitions.

Vision-Driven Client Engagement:

• Help clients understand how tax strategies and financial planning can create generational wealth.
• Lead by example, demonstrating the company’s commitment to proactive solutions that redefine wealth creation for high-income professionals.

Qualifications:

• Active CPA license in good standing.
• Expertise in tax preparation, QuickBooks, and strategic tax planning.
• Strong interpersonal skills with a track record of building trust with clients.
• Experience in due diligence and evaluating small firm acquisitions preferred.
• Leadership experience.
• Ability to align with the company’s mission of helping clients achieve financial independence and legacy-building wealth.

Employment Terms:

• Part-Time During Acquisition: Focus on due diligence and acquisition-related tasks.
• Full-Time Post-Acquisition: Transition to overseeing CPA operations and client engagement.
• Compensation: Competitive salary with potential performance-based bonuses.
• Location: Must be based in the DFW Area.

How This Role Supports Our Vision:

This CPA position isn’t just about compliance and reporting—it’s about transforming how our clients think about wealth and success. You will be a key player in helping high-income earners navigate tax strategies that save money, build businesses, and create generational impact.

If you’re passionate about using your CPA expertise to make a real difference and want to be part of a mission-driven company, we’d love to hear from you.

Job Types: Full-time, Contract

Pay: $68.00 - $72.00 per hour

Expected hours: 5 – 40 per week

Schedule:

• Monday to Friday
• On call

Experience:

• Tax experience: 3 years (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: Hybrid remote in Grapevine, TX 76051

Salary : $68 - $72