CPA / Enrolled Agent
About The Position
Verde Capital Management (VCM), a Registered Investment Advisor, is hiring a CPA or Enrolled Agent to join its Clarkston, Michigan headquarters on-site. The firm is expanding its in-house planning capabilities to coordinate investment and proactive tax strategy as part of its wealth management services. The role leads the Tax & Accounting department and combines department operations and team oversight with client-facing tax planning. The successful candidate will design and execute proactive, multi-year tax strategies alongside financial advisors; analyze tax-saving opportunities; present recommendations to clients; and review or prepare individual, trust, and small-business tax returns. The role also directs an offshore preparation team, reports on department performance and strategic initiatives, and monitors federal and Michigan tax law changes. The hire is expected to obtain the Certified Tax Planner (CTP) designation within the first year. An existing CTP designation is a bonus, not a prerequisite.
Requirements
- Bachelor's degree in Accounting, Finance, Business, or a related field is preferred.
- CPA, Enrolled Agent, or another recognized tax credential is strongly preferred.
- At least 3 years of hands-on experience preparing and reviewing individual (1040) and business tax returns.
- Demonstrated experience preparing and reviewing individual tax returns.
- Strong knowledge of federal and state individual taxation.
- Experience with complex tax situations involving investments, capital gains, retirement accounts, charitable giving, trusts, partnerships, and business income.
- Strong organizational and project-management skills.
- Excellent written and verbal communication skills, including video walkthroughs.
- Strong attention to detail and commitment to accuracy.
- Ability to manage significant volumes of work while meeting strict filing deadlines.
- Strong client-service orientation.
- Entrepreneurial mindset and ability to build, scale, and lead a growing operation.
- Ability to collaborate with financial advisors.
- Commitment to obtaining the Certified Tax Planner (CTP) designation within the first year.
- A cover letter and resume are required; applications without a cover letter will not be reviewed.
Nice To Haves
- At least 5 years of progressive tax preparation, tax planning, and tax-management experience.
- Experience with complex high-net-worth tax planning, trusts, estates, or multi-state business returns.
- Prior experience working with financial advisors or within a wealth management firm.
- Existing Certified Tax Planner (CTP) or Certified Tax Coach (CTC) designation.
- ProConnect Tax Online software experience.
Responsibilities
- Lead and manage Tax & Accounting department operations across tax planning and compliance workflows.
- Direct, guide, and quality-control the offshore tax preparation team and manage its workflows.
- Report to the leadership team on department performance, capacity planning, key metrics, client deliverables, and strategic growth initiatives.
- Design and implement forward-looking, multi-year tax strategies for individual, trust, and business clients in partnership with financial advisors.
- Run annual and multi-year tax projections and hold planning sessions ahead of filing deadlines.
- Identify tax-saving opportunities involving entity structuring, retirement and estate planning coordination, charitable giving, income and deduction timing, and Roth conversions.
- Present tax strategies clearly to clients, participate in key client meetings, and support business development with prospective clients.
- Review and, as needed, prepare individual, trust, and small-business tax returns for planning clients.
- Monitor federal and Michigan tax law changes and translate legislative updates into actionable client guidance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
