Tax CPA

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A well-established CPA firm in the Metairie area is looking for an experienced Tax CPA to join its team. This is an opportunity for a seasoned tax professional who enjoys working directly with clients, wants greater ownership of client relationships, and is interested in becoming an important part of the long-term growth and leadership of a smaller firm.

The firm offers a collaborative, close-knit environment where experienced professionals are trusted to manage their work and client relationships independently. They value professionalism, initiative, continued development, strong relationships, and a willingness to contribute beyond a narrowly defined role. For the right individual, there is significant opportunity for advancement, including a potential path to a Director-level leadership role with profit participation and voting rights.

Tax CPA Responsibilities:

• Prepare and review individual and business federal and state income tax returns.
• Manage federal, state, and multi-state tax filings and related compliance matters.
• Provide clients with year-round tax planning, compliance, and advisory support.
• Review financial statements, workpapers, supporting schedules, and related accounting documentation.
• Manage relationships with a diverse client base that includes individuals, business owners, and closely held companies.
• Serve as a trusted advisor and primary point of contact for assigned client relationships.
• Research complex tax matters and remain current on changes to federal and state tax regulations.
• Identify tax planning opportunities and provide proactive guidance and recommendations to clients.
• Review work prepared by other accounting professionals and help ensure accuracy and quality.
• Mentor, train, and support the professional development of less-experienced team members.
• Manage client deliverables and deadlines independently while collaborating with other CPAs and firm leadership.
• Participate in business development, relationship building, and opportunities to expand the firm's client base.
• Develop and maintain strong, long-term relationships with clients and professional referral sources.
• Contribute to the continued growth and long-term leadership of the firm.

Tax CPA Qualifications:

• Active CPA designation required.
• 5+ years of progressive tax and accounting experience; more seasoned professionals are strongly encouraged to apply.
• Significant tax-focused experience, including preparation and review of individual and business tax returns.
• Strong knowledge of federal and state tax regulations.
• Experience with professional tax preparation and accounting software.
• Public accounting or CPA firm experience strongly preferred.
• Experience managing client relationships and serving as a trusted advisor to business owners and individuals.
• Prior experience reviewing the work of other tax professionals strongly preferred.
• Experience mentoring, training, or leading accounting professionals preferred.
• Multi-state tax and complex return experience is highly desirable.
• Strong communication and relationship-management skills with a polished, professional client presence.
• Self-motivated and able to take ownership of client work, priorities, and deadlines without significant oversight.
• Strong interest in continued professional growth and taking on greater leadership responsibility.
• Collaborative and adaptable, with a willingness to contribute in a smaller firm where team members may wear multiple hats.
• Business development experience or a demonstrated interest and ability to develop new client relationships is strongly preferred.
• An existing book of business is highly desirable but not required; exceptional candidates without a portable book will be considered.

Tax CPA Compensation & Benefits:

• $120,000–$150,000+ salary based on experience and book of business, with flexibility for an exceptional candidate.
• 20% referral commission on revenue from new business originated for the first two years.
• Medical, dental, and vision insurance, with the firm contributing 50% toward the employee's cost.
• Multiple medical plan options, including an HSA-eligible plan.
• Employer-funded $400 Health Reimbursement Arrangement (HRA), plus HSA and FSA options.
• Year-round, full-time position with an established firm.
• Flexible scheduling and occasional work-from-home flexibility when needed.
• Significant opportunity for continued professional growth and increased leadership responsibility.
• Potential path to a Director-level leadership position with profit participation and voting rights.
• Opportunity to manage, develop, and grow meaningful client relationships.
• Exposure to a diverse client base, including high-net-worth individuals, small businesses, dentists, and oil & gas clients.
• Supportive, collaborative environment with experienced accounting professionals.

JOB ID: 179762

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Renee Tabak

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