Are you an experienced CPA who loves helping clients but is tired of the busy season grind? If you thrive on building meaningful client relationships and being a trusted tax resource, this could be the perfect next step in your career. We’re seeking a CPA with strong tax expertise and an entrepreneurial mindset to partner with our Financial Services Professionals. In this role, you’ll provide tax guidance and planning strategies, helping advisors better serve their clients while positioning yourself as a key resource within the team. The benefit to you is that you will be working with established professionals who already have client relationships which will allow you to focus on delivering high-value tax insight. The real benefit to you is that you can enjoy a work life balance and have a career with unlimited growth opportunities.
What You’ll Do - Provide support to our Financial Services Professionals by being a tax resource for their questions
- Analyze client tax returns to find errors, omissions and other planning opportunities
- Prepare returns for Financial Services Professionals and their clients
- Create clear, actionable tax guidance and resources to support Financial Services Professionals in advising their clients
What you Bring - 3–7 years of hands-on experience providing personal and/or business tax planning and preparation services to clients. – Required
- Certified Public Accountant (CPA) designation or Juris Doctor (JD) with relevant tax experience – Required
- Experience working with tax software (CCH preferred).
- Leverage technology and automation to streamline workflows, enhance accuracy, and prioritize review and strategic analysis over manual data entry.
- An ability to communicate with our Financial Services Professionals across the United States.
Our Benefits - Competitive compensation and comprehensive benefits
- 4 weeks of accrued PTO, plus 9 paid holidays
- Medical, dental, vision, life insurance, and 401(k)
- 8 hours of paid volunteer time off (VTO)
- Ongoing professional development and training
- A collaborative team that values expertise, initiative, and growth
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Why You’ll Love Working Here
At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/
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