We are looking for a licensed CPA with 7+ years experience preparing complex 1040s who is also excited to expand his/her horizons to include fascinating work in personal finance.
Our CPA firm operates independently but in concert with our retirement and estate planning law firm and Lange Financial, our financial advising firm. We pride ourselves on offering our clients, predominantly individuals with substantial IRAs and retirement plans, the option to develop “master financial/retirement/estate plans” through our comprehensive services.
Initially our new hire would primarily be preparing returns, but he or she will also begin training to learn a process we developed that we loosely call “running the numbers.” It is more accurately described as preparing long-term financial projections for our clients. Our process requires the person doing the projections to not only have a strong tax and spreadsheet background but be able to prepare projections and run different scenarios with the client in the room.
We do not expect to find candidates who already know how to run the sophisticated financial projections required to develop long-term tax, Roth conversion, Social Security, insurance, and pension strategies for our clients. We will teach you that. You will have excellent mentors to help you expand your horizons. We will expect that every candidate has a solid income tax preparation background and an appetite to learn, and the drive to advance their career.
We offer competitive wages, a company 401(k) plan, medical, dental and vision insurance, disability insurance and life insurance. Since we can charge more for financial projections in connection with money management than we can for preparing taxes, we enjoy higher fees per client than a traditional CPA firm. We share a portion of the client’s assets-under-management (AUM) fee with the CPA running the numbers which increases your compensation. In addition, two senior CPAs are likely to be retiring in five years which will offer our junior CPAs the potential to take over responsibility for additional AUM clients. That would lead to predictable significant bonuses in addition to your base salary.
MUST be Licensed CPA with a minimum of 7 years tax preparation and reviewing experience.
Additional Salary Information: We pay a very competitive salary with the potential to earn bonuses on assets managed. Starting range $80,000-$100,000 depending on experience.
About Lange Accounting Group LLC
We are proud to have served a diverse clientele for over 30 years. We have a team of 20 dedicated, talented individuals that provide a "One Stop Shop" for Retirement & Estate Planning; Wills & Trusts; & Tax Return Preparation.