California Licensed CPA

Job Summary

To lead a CPA Bill Pay and Tax Practice remotely, a California Licensed CPA in good standing will manage bill pay services and straightforward tax preparation for high-net-worth client families while shaping the growth of the practice and collaborating with team leaders.

Key responsibilities

• Provide bill pay services for elders and high-net-worth client families
• Prepare straightforward personal tax returns, primarily for W-2 households
• Shape the growth of the practice and collaborate on designing repeatable systems within the existing framework

Required qualifications

• California Licensed CPA in good standing
• Meaningful experience in tax preparation and some exposure to bookkeeping
• Interest in the physician niche or willingness to learn it deeply
• Experience in designing practices rather than inheriting them
• Comfortable working remotely and collaborating across time zones