Client Focused Financial Strategist jobs in United States
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Toolbox Industries Recruiting · 16 hours ago

Client Focused Financial Strategist

positionWestlake Village, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Toolbox Industries Recruiting is seeking an experienced CPA to join a well-established tax and financial services firm. The role involves preparing and reviewing tax returns, directly communicating with clients, and gradually taking on more responsibilities to shape the future of the firm.

Staffing & Recruiting

Responsibilities

Prepare and review individual and business tax returns
Communicate directly with clients to answer questions, offer guidance, and build trust
Learn the firm's systems and approach with mentorship from the current CPA
Collaborate with wealth managers, bookkeepers, and other client advisors
Grow into a strategic leadership role over time

Qualification

CPA licenseTax preparation experienceTax advisory experienceQuickBooksExcelTax software (Lacerte)CommunicatorRelationship building

Required

CPA license
3–10 years of experience in tax preparation and advisory
Excellent communicator who builds strong relationships with clients
Comfortable with QuickBooks, Excel, and tax software (Lacerte preferred)
Looking for a long-term opportunity with room to grow

Company

Toolbox Industries Recruiting

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Strategic Placement, Not Just Openings We match driven professionals with firms that align with their skills, ambition, and long-term vision.
dateFounded in 2024
people-size2-10 employees
web-link
https://www.toolboxindustries.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase