RFG Advisory · 2 days ago
Certified Public Accountant (CPA)
Flagstaff, AZ
Full-time
Onsite
Mid, Senior Level
$95K/yr - $100K/yr
7+ years expRFG Advisory is seeking an experienced Certified Public Accountant (CPA) to support clients with advanced tax planning, financial reporting, and business advisory services. The ideal candidate will manage a CPA practice, oversee staff, and ensure timely and accurate delivery of all tax and advisory services.
AdviceConsultingFinancial Services
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
Qualification
Required
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
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
RFG Advisory
RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Long Ridge Equity Partners
2023-08-01Private Equity
Leadership Team
Kenneth Kim
CFO / Head of Corporate Development
Edward Swenson
President
Recent News
2025-12-24
2025-12-18
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