Cardone Ventures · 1 day ago
Managing Partner
Chesterfield, MO
Full-time
Onsite
Lead/Staff, Director/Executive
$110K/yr - $130K/yr
5+ years expCardone Ventures is seeking a Managing Partner – CPA at Infinity Wealth Group, responsible for scaling the business and leading the firm. The role involves overseeing tax execution and client delivery while transitioning towards firm management and strategic expansion.
ConsultingFinanceFinancial Services
Responsibilities
Lead and oversee all tax preparation and tax strategy for individual and business clients, including high-net-worth individuals
Integrate tax, bookkeeping, and advisory services into a scalable, profitable business model
Drive firm growth from approximately $500K in revenue to $3–4M+ through strategic planning and execution
Establish operational systems, workflows, and processes where limited structure currently exists
Transition the firm from founder-dependent operations to a sustainable, team-driven model
Provide strategic financial guidance to business clients beyond compliance work
Build, mentor, and lead future advisors, preparers, and operational staff
Reduce personal tax preparation workload over time by developing talent and systems
Act as the primary integrator between ownership, advisors, and clients
Collaborate with ownership on long-term vision, succession planning, and equity strategy
Qualification
Required
Active CPA license (non-negotiable)
Demonstrated ability to produce measurable business or revenue growth
5-8+ years of experience in individual and business tax preparation
Strong working knowledge of bookkeeping and financial reporting for businesses
Preferred
Prior experience building, scaling, or leading a firm, practice, or business unit
Experience working with high-net-worth clients
Willingness to participate in advisory environments, workshops, and continuous learning
Alignment with a performance-driven, growth-oriented culture
Benefits
Health insurance
Company
Cardone Ventures
Cardone Ventures is a consulting company that provides financial goals to promote market growth for businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brandon M Dawson
Co-Founder Chairman & CEO
Natalie Dawson
Co-Founder and President
Recent News
2025-12-17
2025-12-16
Company data provided by crunchbase