What are the responsibilities and job description for the Certified Public Accountant position at Wizehire?
This role is for a CPA who takes pride in doing tax work well.
Not rushed.
Not transactional.
Not quantity and volume-at-all-costs.
But accurate, thoughtful, and complete. Do what’s best for the clients.
This is an in-person position for a CPA who enjoys preparing and reviewing complex entity and individual tax returns, researching issues until the best answer for the client is found, and taking full ownership of the work—from data entry to final signature.
If you believe quality tax work is a craft, not a race—and that helping business owners through their business journey is meaningful work—you’ll feel aligned here.
This role also serves as a preparatory pathway into a future Tax Strategist position, building the technical depth, judgment, and real-world experience required for effective tax planning. Alternatively, it has the potential to grow into a supervisory role as we continue to grow and scale this business.
We are, primarily, a proactive tax strategy business. This means we spend the full year working with clients, helping manage their tax bill. We try to avoid being in the last-minute tax prep business as much as possible. That’s not completely avoidable, but we think we do it better than most.
Compensation
$64,000 - $101,000 yearly
Responsibilities
Pennywise Tax Strategies is built on a simple belief small business owners deserve better tax advice—and better tax experiences.
We are a growing firm focused on raising the standard in small business tax accounting. That means thoughtful preparation, real planning, and professionals who care deeply about the work and the people behind it.
We Live By Four Core Values
If you want to do work you’re proud to sign, serve clients you respect, and grow into deeper responsibility over time—we’d love to hear from you.
Not rushed.
Not transactional.
Not quantity and volume-at-all-costs.
But accurate, thoughtful, and complete. Do what’s best for the clients.
This is an in-person position for a CPA who enjoys preparing and reviewing complex entity and individual tax returns, researching issues until the best answer for the client is found, and taking full ownership of the work—from data entry to final signature.
If you believe quality tax work is a craft, not a race—and that helping business owners through their business journey is meaningful work—you’ll feel aligned here.
This role also serves as a preparatory pathway into a future Tax Strategist position, building the technical depth, judgment, and real-world experience required for effective tax planning. Alternatively, it has the potential to grow into a supervisory role as we continue to grow and scale this business.
We are, primarily, a proactive tax strategy business. This means we spend the full year working with clients, helping manage their tax bill. We try to avoid being in the last-minute tax prep business as much as possible. That’s not completely avoidable, but we think we do it better than most.
Compensation
$64,000 - $101,000 yearly
Responsibilities
- Prepare and review complex individual and entity tax returns
- Personally enter data and trace figures to source documents
- Research tax issues, elections, and positions to determine the most accurate and defensible outcome
- Perform thorough, intentional reviews (not surface-level checks)
- Sign the tax returns you prepare, taking responsibility for the final work product
- Supervise and mentor Enrolled Agents and Tax Assistants
- Lead the completion of a current, but growing inventory, of 100 individual returns and 200 entity returns
- Communicate directly with clients regarding their returns
- Collaborate closely with internal team members involved in tax planning and strategy
- Active CPA license in good standing
- Experience with complex entity taxation (partnerships, S corporations, C Corporations, etc.) and impact on personal returns
- Strong research skills and persistence in finding the right answer
- Willingness to be hands-on with preparation, review, and details
- High standards for accuracy, documentation, and defensible positions
- Optimistic, solutions-oriented mindset
- Comfortable taking ownership and standing behind your work
- Experience with Intuit ProConnect, Intuit QuickBooks, Tax Dome, Xero, and/or willingness to learn
Pennywise Tax Strategies is built on a simple belief small business owners deserve better tax advice—and better tax experiences.
We are a growing firm focused on raising the standard in small business tax accounting. That means thoughtful preparation, real planning, and professionals who care deeply about the work and the people behind it.
We Live By Four Core Values
- Find the Truth
- Figure It Out
- Be Curious, Not Judgmental
- Take Our Job Seriously, But Not Ourselves Too Seriously
If you want to do work you’re proud to sign, serve clients you respect, and grow into deeper responsibility over time—we’d love to hear from you.
Salary : $64,000 - $101,000