Lead CPA Tax + Advisory Platform (Redwood City, CA)

Quick Overview (Read This First) We are acquiring an established Redwood City CPA firm (~250 individual + 35 business returns, primarily tech clients) and are seeking a Lead CPA to manage the existing book and help build a broader advisory platform.

This role includes:

Immediate client base (no business development required day one) Leadership/ownership responsibility over tax operations Collaboration with financial advisors in an integrated model Immediate compensation upside and potential long-term equity path Who This Role Is For (Important Filter) This role is best suited for: Licensed CPAs with 5+ years of tax preparation experience Professionals comfortable managing both individual and business returns CPAs who want more responsibility and autonomy than a traditional firm role Candidates interested in working with high-income / tech clients (RSUs, stock options) This is NOT an entry-level or junior role.

Responsibilities Prepare and review:

250+ individual returns annually 35+ business returns annually (S-Corp, Partnerships, etc.) Serve as the primary tax contact for clients Manage deadlines, filings, and overall tax compliance Work directly with firm leadership to: Transition the acquired CPA practice Maintain and grow the existing client base Collaborate with financial advisors on tax-efficient planning strategies Identify opportunities to improve processes and expand services Required Qualifications Active CPA license (required) Minimum 5+ years of tax experience Proven experience preparing: Individual returns (high-income preferred) Business returns (S-Corp, Partnerships) Strong organizational skills and ability to manage deadlines independently Experience using tax software (ProSeries in use now) Comfortable working directly with clients Preferred (Strongly Valued) Experience with tech clients / equity compensation (RSUs, ISOs, NSOs) Background in a public accounting firm (small, regional, or Big 4) Interest in long-term practice growth and leadership Exposure to or interest in financial and estate planning / advisory collaboration

Compensation & Growth Opportunity Base Salary:

$140,000 - $160,000

Performance Bonuses:

Based on retention, growth, and efficiency

Equity Path:

Immediate CPA firm ownership. Opportunity for long-term consulting firm participation as the platform expands

Benefits:

Competitive benefits (details discussed during interview) Why This Role Is Different Unlike most CPA roles, this position offers: Immediate access to ownership of an existing client base A chance to help build a modern, integrated advisory firm High-quality Silicon Valley clients Greater autonomy and direct impact on the business Real upside beyond salary (bonuses + equity) About the Firm We are an established wealth advisory firm expanding further into Silicon Valley with a focus on integrated services : Tax Investment management Estate planning Our goal is to provide clients with fully coordinated advice , not siloed services. The CPA role is central to that vision. Application Instructions (Required) To be considered, please include: Confirmation of active CPA license Brief summary of your experience with: Individual returns Business returns (Optional) Experience with tech clients or equity compensation

Pay:

$140,000.00 - $160,000.00 per year Application Question(s): Have you prepared business returns (S-Corp/Partnership)? Are you located within commuting distance of Redwood City, CA?

Experience:

tax preparation : 5 years (Required)

License/Certification:

CPA (Required)

Work Location:

In person