Certified Public Accountant

RFG AdvisoryFlagstaff, AZ
Onsite

About The Position

Cambium Tax Planners is seeking an experienced CPA to help build and lead a modern professional services firm at the intersection of tax, wealth management, and law. This role offers meaningful autonomy, influence over firm operations, and a clear path to ownership. The position is designed for a CPA who wants to shape the direction of a practice, not simply manage a book. You will work alongside wealth advisors and attorneys on complex, integrated client situations while helping lead the tax practice through its next phase of growth. You will have the freedom to influence team structure, workflows, technology, pricing, and service design, with platform support to drive sustainable growth.

Requirements

  • Active CPA license (Arizona license or ability to obtain)
  • 7+ years of experience in tax preparation, review, and advisory
  • Demonstrated experience serving high-net-worth individuals and business owners
  • Comfortable preparing and reviewing complex individual, trust, and business returns independently
  • Ready to take ownership of client relationships and technical work from day one
  • Strong knowledge of federal and state tax regulations
  • Supervisory experience and a developmental mindset toward staff

Nice To Haves

  • Experience improving workflows or implementing technology

Responsibilities

  • Help lead the tax practice as it grows and evolves
  • Collaborate with firm leadership on long-term strategy and service model development
  • Guide the transition from legacy systems to modern workflows and technology
  • Help define hiring priorities and team structure over time
  • Provide proactive, multi-year tax planning for high-net-worth individuals and business owners
  • Prepare and review individual, trust, and business tax returns, including complex engagements
  • Identify integrated strategies in collaboration with wealth advisors and estate attorneys
  • Research complex tax issues and develop practical solutions
  • Represent clients before tax authorities when necessary
  • Mentor and supervise the staff accountant and bookkeeping team
  • Foster a collaborative, supportive team culture
  • Help expand firm capacity responsibly
  • Contribute to defining the ideal client profile and pricing approach
  • Identify opportunities to deepen relationships with existing clients
  • Improve workflow efficiency and client communication
  • Help implement technology that supports scalability and consistency

Benefits

  • Base salary: $120,000 – $155,000 DOE
  • Performance bonus tied to firm and practice metrics
  • Equity participation opportunity in the forthcoming holding company structure, with a defined pathway to expanded ownership
  • Relocation stipend available for qualified candidates moving to the Flagstaff area
  • Health, dental, and vision insurance
  • Matching retirement contributions
  • Short-term disability and group life insurance
  • Paid time off and holidays
  • Annual CPE budget, AICPA and Arizona Society of CPAs dues, and one major conference per year fully covered
  • Discounted wealth, tax, and estate planning services for staff
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service