Certified Public Accountant (CPA) — Tax Strategy & Client Development

About Lindsey Financial Group Lindsey Financial Group is a trusted financial services firm based in Redlands, California, dedicated to helping clients build and preserve wealth through comprehensive tax planning, accounting, and financial advisory services. We pride ourselves on delivering personalized strategies that go beyond standard compliance — we help our clients keep more of what they earn through proactive, forward-thinking tax solutions. As we continue to grow, we are looking for a talented CPA who combines deep tax expertise with a client-focused, entrepreneurial mindset to join our team. Job Summary We are seeking a Certified Public Accountant (CPA) with strong experience in complex tax preparation and strategic tax planning to join our team in a hybrid capacity. The ideal candidate is not only technically proficient but also has a proven ability to develop and maintain client relationships, identify new business opportunities, and contribute to firm growth. This is an excellent opportunity for a CPA who wants to go beyond number-crunching and play a direct role in expanding a growing practice. Responsibilities Prepare and file individual, corporate, partnership, and trust tax returns involving complex strategies (e.g., multi-entity structuring, retirement planning optimization, real estate tax strategies, estate and gift tax planning) Develop and execute proactive year-round tax planning strategies to minimize client liabilities Research and apply current tax law changes, IRS rulings, and regulations to client situations Review financial statements, general ledger entries, and supporting documentation for accuracy and compliance Identify opportunities for clients to leverage tax credits, deductions, and deferral strategies Serve as a primary point of contact for clients, building and maintaining strong advisory relationships Actively develop new business by networking, generating referrals, and participating in client-facing events and community outreach Cross-sell financial planning, advisory, and accounting services to existing and prospective clients Collaborate with the financial planning team to deliver integrated tax and wealth management solutions Mentor and support junior accounting staff as the team grows Stay current on federal and state tax legislation, industry trends, and best practices

Qualifications Required:

Active CPA license in the state of California Bachelor's degree in Accounting, Finance, or related field Minimum 3 years of experience in public accounting or tax preparation Demonstrated experience preparing complex individual and business tax returns Strong knowledge of federal and California state tax codes Proficiency with tax preparation software (e.g., UltraTax) Proficiency with accounting software (e.g., QuickBooks) Excellent verbal and written communication skills Ability to explain complex tax concepts to clients in a clear, accessible way

Preferred:

5+ years of experience in tax planning and preparation Proven track record in business development, client acquisition, or sales within a professional services environment Experience with high-net-worth individuals, real estate investors, or small business owners Master's degree in Accounting, Taxation, or an MBA Experience with advanced tax strategies including 1031 exchanges, cost segregation, Roth conversion planning, and entity structuring Familiarity with CRM software and client relationship management Existing professional network or book of business is a plus Benefits As a team member at Lindsey Financial Group, you will enjoy: Competitive compensation starting at $100,000+ per year, commensurate with experience Performance bonuses and commission tied to new client acquisition and revenue growth 401(k) retirement plan with company match Health, dental, and vision insurance Paid time off including vacation, sick leave, and holidays Hybrid work schedule with flexibility to work from home part of the week Professional development support including CPE reimbursement and continuing education Career growth within a firm that values initiative and rewards results Collaborative, client-first culture where your contributions directly impact the firm's success Schedule Monday

• 8:30-6:00 (Remote) Tues-Thursday
• 8:30-6:00 (In-Office) Friday
• 8:30-2:30 (In-Office) Extended hours during tax season (January-April) may be required Experience Public accounting / tax preparation: 3+ years (Required) Business development or sales: 1+ year (Preferred) Education Bachelor's degree in Accounting, Finance, or related field (Required) License/Certification CPA License — State of California (Required) Ability to Commute/Relocate Redlands, CA 92373: Reliably commute or planning to relocate before starting work (Required) Work Location Hybrid in Redlands, CA 92373

Pay:

From $125,000.00 per year

Benefits:

401(k) 401(k) matching AD&D insurance Continuing education credits Disability insurance Flexible schedule Health insurance Life insurance Paid sick time Paid time off Work from home Application Question(s): Do you have experience preparing complex tax returns involving multi-entity structures, real estate, or high-net-worth clients? Do you have experience in business development, sales, or client acquisition in a professional services setting?

Experience:

Public accounting: 3 years (Required)

License/Certification:

CPA License (Required)

Work Location:

Hybrid remote in Redlands, CA 92374