Description
CPA Wanted: Great Culture, Real Work-Life Balance & Ownership Potential: You’ve mastered the numbers game. Now it’s time to join a firm that respects your time, your expertise, and your future. Caliber Wealth Management is seeking a Senior Accountant (CPA) to lead our newly in house tax solutions for clients. This is your opportunity to do high-impact work with a real path to ownership—while working with a genuinely kind and skillful team of people.
Caliber Culture:
Caliber’s culture blends genuine care, teamwork, and meaningful connections between teammates into a vibrant and supportive work environment. We celebrate resilience and collaboration, both personal and professional milestones, and support each other during challenging times. These acts embody our spirit of synergy and camaraderie. Together, we cultivate a powerful work environment that prioritizes personal well-being, career vision, and balance between work and life, allowing our team to be well, live well, and best serve our family of clients.
Compensation:
Base Salary: $140,000
Discretionary Bonus: 10%-15%
Equity Options (Optional): Profits interest ownership eligibility after 1 year
Benefits Package:
Paid Time Off: 20 days
Paid Holidays: 10 days
Sick Time: 5 days
$300/month insurance credit (applies only to employees enrolled in Caliber’s group health plan)
401(k) match: 100% match of first 4% of EE contributions (after first 90 days)
Flexible Work Arrangements:
Includes 1 day/wk remote work (after first 90 days)
Ongoing flexibility for work/family balance
Early close on Fridays (3:30)
Overview
The Full-Time Senior Accountant (CPA). will lead the transition of Caliber Wealth Management’s tax preparation services from 3rd parties to in-house. This role is a key part of expanding our service offerings to enhance client experience and build Caliber’s CPA practice. In addition to completing tax returns, the Senior Accountant (CPA) will collaborate with leadership to integrate tax services into marketing, billing, compliance, tech, and operational workflows. The CPA will also provide expert tax advisory services to high-net-worth clients, ensuring compliance, accuracy, and value-driven outcomes.
Key Responsibilities
1. Tax Preparation and Advisory
Complete individual tax returns annually for clients with over $500K in AUM.
Ensure accuracy, compliance, and timely filing of all tax-related documents.
Stay updated on tax regulations and provide strategic tax planning advice to clients.
2. Building Caliber's CPA Practice
This is a newly created role designed to expand Caliber's in-house financial services.
Previously, tax returns were outsourced; this position brings tax preparation in-house to enhance client experience and integration.
Collaborate with the COO to build and integrate Caliber’s Senior Accountant (CPA) practice into operational workflows.
Identify opportunities to streamline tax-related services and align them with Caliber’s broader service offerings.
Develop processes and infrastructure for the Senior Accountant (CPA) practice to support long-term scalability and client satisfaction.
3. Client Engagement and Advisory
Act as a trusted advisor to high-value clients, offering proactive tax planning and financial advice.
Build strong relationships with clients and work collaboratively with the advisory team to align tax strategies with broader financial goals.
4. Collaboration with Leadership
Work closely with the COO to align tax services with operational and strategic objectives.
Support cross-functional collaboration to integrate tax services into Caliber’s client-centric business model.
5. Team Development and Culture
Foster a performance-driven, family-first, and empowering workplace culture.
Mentor and support other team members in understanding and integrating tax-related concepts into their roles.
Provide occasional internal tax advice for staff
Qualifications
CPA certification with extensive experience in tax preparation and planning.
Expertise in working with high-net-worth individuals and families, particularly those with complex financial situations.
Strong understanding of tax regulations and compliance standards.
Exceptional communication and interpersonal skills with a focus on client satisfaction.
Proven ability to develop and implement efficient workflows for tax preparation services.
Strategic thinker with a track record of innovation and results.
Regular Meetings
Weekly Stand-Up with Company
Weekly 1:1 COO Meeting
Monthly Advisor Team Meetings
Quarterly Company-wide Meeting
4-6 client events annually
Why Join Caliber?
At Caliber, we don’t just manage wealth—we create peace and confidence. Join a team that values purpose, growth, and meaningful impact. Be part of a dynamic environment where your expertise can redefine client experiences and elevate financial services.
Requirements
Qualifications
CPA certification with extensive experience in tax preparation and planning.
Expertise in working with high-net-worth individuals and families, particularly those with complex financial situations.
Strong understanding of tax regulations and compliance standards.
Exceptional communication and interpersonal skills with a focus on client satisfaction.
Proven ability to develop and implement efficient workflows for tax preparation services.
Strategic thinker with a track record of innovation and results.
