Account Manager, CPA/CFP
Location: Remote
Compensation: To Be Discussed
Reviewed: Thu, Oct 15, 2026
This job expires in: 30 days
Job Summary
To support a growing portfolio of clients, the contract Account Manager, CPA/CFP will manage relationships with complex farms, ranches, and construction companies, helping them achieve clean financial records and actionable insights while working remotely and targeting 40 hours per week, with flexibility for part-time hours.
Key responsibilities
- Advise clients on financial data management and strategic decision-making to enhance profitability
- Build and improve systems and tools to streamline financial processes for clients
- Collaborate with cross-functional teams to identify product enhancements based on client needs
Required qualifications
- Strong background in FP&A, tax, strategic finance, or bookkeeping/accounting
- Fluency in accounting concepts and their practical applications across various businesses
- Excellent communication skills, particularly in conveying complex financial topics to non-experts
- Proactive approach with strong attention to detail and organizational skills
- Curiosity about agriculture, family businesses, and the real economy
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