Lead CPA — Bill Pay & Tax Practice (Remote) at Hippocratic | Torre
Lead CPA — Bill Pay & Tax Practice (Remote)
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Hippocratic

Lead CPA — Bill Pay & Tax Practice (Remote)

Hippocratic
Emma
Emma
You'll shape an integrated tax practice, delivering premium financial care to physician families.
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Full-time

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Emma of Torre.ai
 10 days ago

Requirements and responsibilities

We're looking for a CPA who wants to build something — not from scratch, and not alone, but with the freedom to shape a practice the way it should be shaped.Our firm provides integrated financial care to physician families across California and several other U.S. states. We currently serve hundreds of households, and we're adding to the ways we serve them.Today, our clients' tax and bookkeeping needs are served through external partner firms we've worked with for years. That partnership has helped us get to where we are, and it will continue. At the same time, we see meaningful gaps we'd like to fill ourselves — starting with bill pay and straightforward tax preparation. We'd like you to lead that work.WHAT YOU'D BE BUILDINGA premium, integrated practice that complements the financial planning our clients already receive from us. You'd start with a built-in client base, an established brand, and something most CPAs building a practice never get: a global team of seasoned client service associates who handle first contact and administrative support. That means your time goes to the craft and the client conversations, not to sales, marketing, recruiting, legal, nor IT.The practice is designed to evolve with our clients' needs over time, and you'll have a meaningful voice in how it grows.WHAT YOU'D DOProvide bill pay services for elders and high-net-worth client familiesPrepare straightforward personal tax returns, primarily for W-2 householdsShape how the practice grows, including how we manage the natural seasonality of tax workCollaborate with other team leaders to design repeatable systems that fit within our existing framework. Fitting in with our processes is essential.YOU'LL ALSO BRING YOUR EXPERTISE TOHelping clients keep their financial records organized and decision-readyGuiding clients through entity-related questions that come up in their financial livesBringing a tax-informed perspective into our team's planning conversationsBeing a trusted, knowledgeable resource for clients on the financial details that matter to themWHAT WE'RE LOOKING FORLicensed CPA in good standingMeaningful experience in tax preparation, with some exposure to bookkeepingDrawn to the idea of designing a practice rather than inheriting oneA clear, warm communicator who genuinely enjoys client relationshipsComfortable working remotely and collaborating across time zonesInterested in the physician niche, or excited to learn it deeplyHOW WE WORKWe've been a fully distributed company since 2013, and over the years we've built a global team of seasoned client service associates who handle first contact and administrative support for every advisor, including you. Our shared priority is to protect your time for online conversations with clients.Compensation is negotiable and tailored to the right person. We're open to W-2 with bonus or 1099, depending on what fits your situation and goals.
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