CPA - Business Advisory & M&A

Tony Miller Properties • Boulder, CO

4d

About The Position

This is an opportunity for an experienced CPA to build and lead the accounting and tax side of a growing advisory platform, working alongside an M&A advisory and founder consulting business. The role involves serving business owners throughout their entire journey, from improving financial performance and reducing taxes to preparing for a business sale and planning for life after an exit. It is designed for someone seeking meaningful client relationships, problem-solving, and the chance to shape a growing practice, rather than a traditional employee role.

Requirements

• Licensed CPA in good standing.
• Enjoys working directly with business owners.
• Thinks beyond tax returns and financial statements.
• Strong financial and analytical skills.
• Communicates complex topics clearly.
• Organized, responsive, and professional.
• Interested in business strategy, entrepreneurship, and M&A.
• Enjoys building systems and improving client experiences.

Nice To Haves

• Experience with business valuations, transaction advisory, fractional CFO services, or exit planning is helpful but not required.

Responsibilities

• Build and manage a CPA practice serving founder-led businesses.
• Provide tax planning and compliance services.
• Review financial statements and improve reporting accuracy.
• Develop cash flow, KPI, and financial performance dashboards.
• Advise clients on profitability, growth, and operational performance.
• Support business valuations, due diligence, and transaction preparation.
• Assist business owners preparing for acquisitions, capital raises, or the sale of their company.
• Collaborate on client strategies involving tax, business value, and long-term wealth planning.

Benefits

• Compensation will be based on experience, availability, and the scope of responsibilities.
• The structure is intentionally flexible and can evolve as the practice grows.
• Opportunities to take on additional leadership, expand responsibilities, or participate in future ventures as they develop.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior