Certified Public Accountant (CPA)

RFG Advisory LLC•Flagstaff, AZ

6d•$100,000 - $120,000•Onsite

About The Position

Are you an experienced CPA with strong technical tax expertise who can explain complex concepts clearly and confidently to clients? Do you thrive in a proactive, organized, and collaborative environment where you manage deadlines smoothly and help improve workflows across the team? Cambium Tax Planners, LLC, in partnership with Cambium Wealth Partners, is seeking an experienced Certified Public Accountant (CPA) who is organized, detail-oriented, and proactive to support our clients with advanced tax planning, financial reporting, and business advisory services. The ideal candidate is able to explain complex concepts in a clear, approachable way, build trust quickly with individuals and business owners, while managing deadlines. Most importantly, this individual brings a leadership mindset and is motivated by long-term growth, including a clear pathway to partnership within the firm. This position is located on-site at the Flagstaff, AZ office.

Requirements

Bachelor’s degree in Accounting, Finance, or related field; Master’s in Tax a plus.
Active CPA license required. (AZ license or ability to obtain)
7+ years of tax preparation and advisory experience, preferably in a client-facing role.
Strong knowledge of federal and state tax codes and regulations.
Proficiency in professional tax software and Microsoft Office Suite; experience with CRM platforms is a plus, and the ability to quickly learn new platforms.
Strong communication, problem-solving, and client relationship skills.

Responsibilities

Oversee the CPA practice, including management of tax, bookkeeping and payroll staff.
Provide strategic tax planning throughout the year, identifying opportunities for tax savings and risk mitigation.
Lead tax planning initiatives and collaborate with wealth and estate planning teams to deliver integrated, client-focused solutions.
Maintain accurate and organized client files, ensuring timely completion of work and seamless communication with clients.
Conduct research and analysis on complex tax issues and develop practical solutions.
Supervise preparation and be responsible for the review of individual, trust, and business tax returns, ensuring accuracy and compliance with all federal and state regulations.
Represent clients before tax authorities in the event of audits or notices.
Provide business advisory consulting and financial statement preparation as needed for clients with small business interests.
Identify opportunities to improve efficiency and effectiveness within tax operations’ workflow.
Build trust with the existing team, leveraging and delegating to staff as appropriate to ensure high-quality client service.
Ensure timely, accurate, and compliant delivery of all tax and advisory services.