Certified Public Accountant (CPA) at RFG Advisory LLC

Flagstaff, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

120000.0

Posted On

31 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Planning, Financial Reporting, Business Advisory, Technical Tax Expertise, Deadline Management, Workflow Improvement, Client Communication, Tax Return Review, Audit Representation, Staff Management, Risk Mitigation, Compliance, Detail-Oriented, Proactive, Leadership Mindset

Industry

Financial Services

Description

Description Are you an experienced CPA with strong technical tax expertise who can explain complex concepts clearly and confidently to clients? Do you thrive in a proactive, organized, and collaborative environment where you manage deadlines smoothly and help improve workflows across the team? Cambium Tax Planners, LLC, in partnership with Cambium Wealth Partners, is seeking an experienced Certified Public Accountant (CPA) who is organized, detail-oriented, and proactive to support our clients with advanced tax planning, financial reporting, and business advisory services. The ideal candidate is able to explain complex concepts in a clear, approachable way, build trust quickly with individuals and business owners, while managing deadlines. Most importantly, this individual brings a leadership mindset and is motivated by long-term growth, including a clear pathway to partnership within the firm. This position is located on-site at the Flagstaff, AZ office. Key Responsibilities: Oversee the CPA practice, including management of tax, bookkeeping and payroll staff. Provide strategic tax planning throughout the year, identifying opportunities for tax savings and risk mitigation. Lead tax planning initiatives and collaborate with wealth and estate planning teams to deliver integrated, client-focused solutions. Maintain accurate and organized client files, ensuring timely completion of work and seamless communication with clients. Conduct research and analysis on complex tax issues and develop practical solutions. Supervise preparation and be responsible for the review of individual, trust, and business tax returns, ensuring accuracy and compliance with all federal and state regulations. Represent clients before tax authorities in the event of audits or notices. Provide business advisory consulting and financial statement preparation as needed for clients with small business interests. Identify opportunities to improve efficiency and effectiveness within tax operations’ workflow. Build trust with the existing team, leveraging and delegating to staff as appropriate to ensure high-quality client service. Ensure timely, accurate, and compliant delivery of all tax and advisory services. Salary: The range for this role is $100,000-$120,000 DOE, with bonus potential Benefits: PTO and paid holidays Health, dental, and vision insurance Matching retirement contributions Professional development and training covered upon approval Short-term disability Group life insurance Discounted tax preparation, financial planning, and estate planning. Staff retreats + Cambium swag Company Overview: At Cambium Tax Planners, your work will be more than just a job, it’s a mission. We genuinely care about helping clients achieve financial confidence and independence. We value collaboration and teamwork, knowing the best outcomes come from combining diverse expertise across wealth, law, and tax planning. You’ll be part of a trusted, client-focused environment where stewardship, integrity, and personalized service are at the heart of everything we do. If you thrive on making a lasting difference for clients and enjoy working in a supportive, high-performing team, Cambium is the place for you. Requirements Qualifications: Bachelor’s degree in Accounting, Finance, or related field; Master’s in Tax a plus. Active CPA license required. (AZ license or ability to obtain) 7+ years of tax preparation and advisory experience, preferably in a client-facing role. Strong knowledge of federal and state tax codes and regulations. Proficiency in professional tax software and Microsoft Office Suite; experience with CRM platforms is a plus, and the ability to quickly learn new platforms. Strong communication, problem-solving, and client relationship skills.

Responsibilities

The role involves overseeing the CPA practice, managing tax, bookkeeping, and payroll staff, and providing strategic tax planning throughout the year to identify savings and mitigate risks. Key duties include leading tax planning initiatives, collaborating with other planning teams, and supervising the preparation and review of individual, trust, and business tax returns.