CPA, Tax Manager
About The Position
Cambium Tax Planners is seeking an experienced CPA to lead and grow its tax practice, integrating with its existing wealth management and law firms. The firm has experienced high demand for tax planning and preparation services and is looking for a candidate who desires significant influence over the practice's direction, enjoys client interaction, and is interested in a long-term leadership or ownership opportunity. This role is ideal for someone who excels in both the technical aspects of tax work and the broader advisory role for business owners, families, and high-net-worth clients. The candidate should have a passion for tax planning, technical problem-solving, and guiding clients toward smarter long-term financial 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.
Benefits
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid sick time
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
