This is a remote position.
Our client is a rapidly growing tax, accounting, insurance, and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to individuals and businesses. With a culture built on growth, balance, and opportunity, they are committed to developing people and delivering holistic guidance to their clients. Due to continued expansion, our client is seeking a Lead Accountant & Tax Specialist to join their dynamic team.
As a Lead Accountant & Tax Specialist, you will play a vital role in client success while mentoring and developing a supportive team. This position combines technical expertise in tax and accounting with leadership responsibilities, ensuring both excellent client service and the professional growth of your colleagues.
Key Responsibilities
• Lead the customer service process end-to-end for the Accounting Vertical.
• Train, mentor, and develop rising talent within the team.
• Provide thoughtful tax and bookkeeping solutions to clients.
• Encourage cross-selling and collaboration across other service verticals (insurance, financial services, etc.).
• Deliver strong results while maintaining exceptional client service standards.
Requirements
• CPA designation (preferred) or actively pursuing CPA.
• 3–5 years of experience in tax accounting and bookkeeping.
• Prior leadership experience strongly preferred.
• Strong technical knowledge and communication skills.
• Ability to thrive in a collaborative, growth-oriented environment.
Benefits
• Competitive salary
• Performance-based compensation
Apply Now
Apply Now