New Job Opening

Tax Strategist/Lead Accountant

Pay Range $75,000-100,000

About TFCFO

We are multi passionate people and value differing opinions, perspectives, and life experiences, balanced on the tenets of empathy, kindness, understanding, and communication.

We have a diverse clientele from all racial and economic backgrounds and are excited to find someone who can understand, relate, and strategize with our clients. Many of our clients are creative small business owners between the ages of 20 and 40 looking to us to not only help them with their finances and accounting, but to assuage their anxiety around money.

Our team members have varied passions outside of supporting our clients that include video games, dogs, Star Wars, sustainable agriculture, travel, Human Design, Enneagram, astrology, hiking, cooking, and SO much more. While we won’t say we’re a family, we do get along swimmingly, like to swear, have a lot of fun, and get shit done for our clients.

Mission Statement:

We're founded on the principles that you are deserving of compassionate access to financial education that meets you where you are.

Through our shame free approach to accounting, bookkeeping, and other financial services we bring calm out of chaos, clarity to confusion, and help you achieve success on your terms. 

We know managing your money can feel vulnerable. We’re here to help you make empowered and aligned choices in your life and business.

The numbers matter and YOU and your dreams matter too.

Why Are We Hiring?

We’ve experienced explosive growth over the last few years, as have many of our clients and we’re hiring someone to help us level up our client experience and bring on someone that can assist our clients with year-round tax strategy. Additionally, the founder is looking for someone to take over some of her daily client-facing responsibilities as she looks to continue growing the company.

Primary Responsibilities

  • Supervise closing of client books monthly

  • Create and spearhead firm and client initiatives

  • Assist in training team on GAAP and best practices

  • Strategic tax planning with clients (primarily during tax off season)

  • Timely tax return preparation, filing, and strategy (primarily 1040, Schedule C and 1120S & P returns)

  • Utilize all strategies & credit options available to clients to decrease their tax liability

  • Facilitate calls with clients & prospective clients

  • Clear, empowering, & jargon free communication with clients

  • Interface with Founder and team on educational initiatives and offerings

  • Strategize future revenue goals and service offerings with Founder

  • Contribute to social media, blog content, and podcast content (within comfort zone/wheelhouse)

Your Qualifications

  • CPA or EA required 

  • 3-5 years of tax preparation and filing experience (primarily 1040, Schedule C, 1120, 1065)

  • COVID 19 vaccination and boosters (if eligible) are required for all employees

  • Experience with Xero, Gusto, Hubdoc, and QB preferred

  • Solution-oriented when presented with roadblocks

  • Excellent interpersonal communication skills

  • Experience with multi-state sales tax filings (preferred)

About You

You’re passionate about taxes and want to dive headfirst into saving our clients money, strategizing about ALL of the things and helping them reach their own unique financial goals. You may have been in the corporate grind and found that it’s not for you. You’re craving a supportive company that gives a shit about you, your well being, and your goals. You’re tired of having to log billable hours and don’t want to explain yourself when you take a midday chiropractor appointment or work in the evening because you went for a hike that morning. Words you use to describe yourself may be: motivated, trustworthy, compassionate, reliable, ethical, empowering, vulnerable, and authentic. If all of this sounds like you and you’re looking for somewhere you can make an impact in the lives of hundreds of business owners, then you may have just found the perfect fit! To be considered, tell us what your thoughts are on Dave Ramsey in your email or cover letter.

Why Work With Us?

  • Remote work, with the exception of 2-4 in person required events per year (company paid retreat/team building & networking events)

  • Annual cost of living adjustment

  • 3 weeks of PTO & unlimited sick time

  • Simple IRA with company match

  • Health insurance

  • Twice monthly company paid performance coaching

  • Cell phone & continuing education reimbursements (up to $2,000/year)

  • Flex work hours/schedule

  • 32 hour week maximums outside of tax season (within tax season, we strive for no more than 45 hours per week)

To Apply, click the button below to submit your information!