CPA- Tax Practice Lead & Controller

CPA or CPA Candidate | Tax Practice Lead & Controller

Position Type: Full Time

Location: Sandy, Utah

Work Arrangement: Primarily in-office

Compensation: Competitive and commensurate with experience and qualifications

Net Worth Advisory Group, a growing fee-only RIA in Sandy, Utah, is seeking an entrepreneurial CPA or experienced CPA candidate to build and lead a tax practice while serving as the firm's controller. The role combines an established source of client referrals with the autonomy to grow a book of tax business. We welcome candidates who are starting fresh or who may bring a small, compatible tax practice.

The Role

·   Prepare and file federal and state tax returns for firm-referred clients and additional clients developed through the CPA’s professional relationships and business-development efforts

·   Build and manage a tax practice, including client relationships, workflow, deadlines, and billing

·   Provide year-round tax planning and serve as an in-house tax resource for the firm's advisors and clients

·   Review tax returns and identify planning opportunities involving retirement, investments, charitable giving, estates, and business ownership

·   Participate in selected client meetings and explain tax matters clearly and practically

·   Manage the firm's books, general ledger, reconciliations, and month-end and year-end close

·   Prepare financial statements, management reports, budgets, forecasts, and cash-flow analysis

·   Oversee accounts payable, accounts receivable, payroll coordination, partner distributions, and vendor payments

·   Support firm leadership with financial analysis, internal controls, and operational decisions

What We're Looking For

·   An active CPA license, or meaningful progress toward CPA licensure with a clear near-term completion plan

·   Meaningful professional tax experience beyond internships, including substantial responsibility for preparing and reviewing individual income tax returns; business, trust, or estate return experience is a plus

·   An entrepreneurial mindset and interest in managing and growing a book of tax clients

·   Interest in either building a tax practice from the ground up or bringing a small, existing practice that fits the role

·   Experience with bookkeeping, financial reporting, controllership, or comparable accounting responsibilities

·   Strong judgment, communication, organization, accuracy, and discretion

·   Proficiency with professional tax software, Excel, and QuickBooks or similar accounting software

·   Ability to work primarily in-office in Sandy, Utah

How to Apply

Email your resume and a brief explanation of why you would be a good fit for this opportunity to Curtiss Smith at curtiss@networthadvice.com.