CPA, Tax Manager

RFG Advisory•Flagstaff, AZ

1d•Remote

About The Position

Cambium Tax Planners is looking for an experienced CPA to help lead and grow our tax practice alongside our wealth management and law firms. Over the past year, our wealth firm has had more demand for tax planning and preparation than our current capacity can support. We’re looking for the right person to help us expand and integrate thoughtfully; someone who wants meaningful influence over the direction of a practice, enjoys working directly with clients, and is interested in a long-term leadership or ownership opportunity. This role is a good fit for someone who enjoys both the technical side of tax work and the broader advisory side of working with business owners, families, and high-net-worth clients. The right candidate genuinely enjoys the craft of tax planning, technical problem solving, and helping clients make smarter long-term decisions.

Requirements

Active CPA license (Arizona license or ability to obtain)
7+ years of tax preparation, review, and advisory experience
Strong experience with complex individual, trust, and business returns
Comfortable leading client relationships independently
Experience working with business owners and high-net-worth clients
Strong technical tax knowledge and attention to detail
Collaborative personality and strong communication skills
Interest in improving systems, processes, and the overall client experience

Nice To Haves

Supervisory or mentoring experience preferred

Responsibilities

Prepare and review complex individual, trust, partnership, and business tax returns
Provide proactive tax planning for high-net-worth individuals and business owners
Work directly with clients on multi-year planning opportunities
Research tax issues and develop practical solutions
Coordinate with wealth advisors and attorneys on integrated planning strategies
Help lead and shape the future direction of the tax practice
Improve workflows, systems, and client experience over time
Help guide tax-season processes, review standards, and quality control
Assist with technology improvements and operational scalability
Mentor and support the staff accountant and bookkeeping team
Help foster a collaborative and supportive culture
Participate in future hiring and team development as the practice grows
Help expand the firm’s capacity responsibly
Contribute ideas around pricing, service models, and ideal client fit
Build deeper relationships with existing clients and referral partners