CFO – Tax Strategy & Advisory

Mai Placement • Brooklyn, NY

1d • Hybrid

About The Position

A growing, forward-thinking CPA firm is seeking a CFO – Tax Strategy & Advisory to serve as a trusted financial advisor to business owners while overseeing high-level tax strategy and client relationships. This advisory-focused role emphasizes strategic advice, client relationships, financial decision-making, and leadership, supported by an established team of accountants and administrative professionals. The ideal candidate enjoys working directly with business owners, understands both the tax and operational sides of a business, and can translate complex financial matters into practical, actionable advice. The role also supports the firm's growing specialization in manufacturing businesses. The position is based in Brooklyn, NY, with remote Fridays. The salary range is $200,000–$250,000 DOE.

Requirements

• Significant experience in tax accounting, financial leadership, or CFO-level responsibilities.
• Strong tax expertise, including the ability to advise on complex business tax matters.
• Background combining tax accounting with broader business and financial strategy.
• Experience as a CFO, senior tax manager, Controller, tax director, or similar leadership position.
• Exceptional interpersonal and communication skills, with the ability to build relationships and confidently advise business owners.
• Strong understanding of financial statements, business operations, and strategic planning.
• Ability to oversee and delegate work to accounting teams.
• Proactive, forward-thinking mindset with an interest in modernizing accounting processes and advisory services.

Responsibilities

• Serve as the primary financial and tax advisor for a portfolio of business clients.
• Advise business owners on financial strategy, tax planning, business decisions, and growth opportunities.
• Develop strong, long-term client relationships and serve as clients' main point of contact.
• Oversee tax planning, review complex tax matters, and provide high-level technical guidance.
• Delegate tax preparation and execution to junior accountants and support staff.
• Review financial statements and provide strategic recommendations to clients.
• Collaborate with firm leadership to strengthen internal processes, leverage technology, and expand advisory services.
• Support the firm's growing specialization in manufacturing businesses.

Benefits

• Minimal overtime in a structured, efficient environment.
• Opportunity to take ownership of client relationships, lead teams, and contribute to the firm's growth.
• Established accounting and administrative support teams handle much of the preparation and execution.
• Remote Fridays.
• Firm investment in technology, automation, and a more strategic approach to accounting.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed