If you’ve built a solid tax career in public accounting or a mix of public and industry but want a better quality of life, this is a rare opportunity to do rewarding, challenging work without the grind.

Our confidential client — a mid-sized, well-established CPA firm that’s been serving businesses and families since the 1970s — offers the stability, flexibility, and culture professionals crave. The firm specializes in Tax, Audit, and Trust and Estate Planning, with a loyal client base and exceptionally low turnover.  This is an ideal fit for someone who enjoys the technical challenge and client interaction of public accounting but values a more flexible, relationship-driven firm that understands real life happens outside of work.

Why You’ll Want to Join

• Balanced hours year-round: 30–35 hour workweeks with half-day Fridays (or full Fridays off), except during 2 1/2 months of tax season
• Manageable busy season: About 60 hours per week — no 80-hour marathons here.  Billable hours 1650-1700 per year
• Flexible work options: Work-from-home flexibility and understanding leadership who trust their team
• Supportive, family-first culture: You’ll join a friendly, close-knit team that takes pride in doing excellent work and having a life outside of it.
• Professional respect: Autonomy to lead your work, collaborate with leadership, and maintain direct client relationships.
• Comprehensive benefits:
• Health, dental, vision, life, and disability insurance
• SIMPLE IRA with 3% match (immediately vested)
• 3–4 weeks PTO (vacation + sick) plus paid holidays
• Paid CPE and professional development
• Year-end bonuses (90% of employees receive them)

Highlighted Duties:

• Oversee complex tax engagements across a wide range of high net worth Individual and Corporate Tax matters
• Handle S-corps, Partnerships etc.
• Advise clients and be accountable for delivering high quality tax service and advice
• Build strong client relationships through excellent communication
• Manage and lead one Tax Associate assisting with development
• Utilize additional support staff to ensure accuracy, efficiency, and client satisfaction.

Highlighted Requirements

• Bachelors Degree from accredited college
• CPA designation achieved
• 5+ years of tax experience (public or mix of public and corporate)
• Strong technical review and communication skills
• Leadership ability with an interest in mentoring staff
• Desire for long-term stability in a collaborative, flexible environment

This information is a brief job summary for recruiting purposes only and does not constitute the entire job description, duties, or requirements.

Talis Group is an equal opportunity employer.  All registrants are considered based upon their skills, performance, potential, and other qualifications, without regard to race, color, religion, sex, national origin, age, disability, pregnancy, genetic information, or any other characteristic protected by applicable law.