Certified Public Accountant (CPA) - Tax Strategy & Team Leadership
Job Description
Job Description
We’re looking for a driven, strategic, and team-oriented CPA to join our dynamic team in Plano, TX. If you’re passionate about tax strategy, client success, and leading high-performing teams, this opportunity is built for you.
Key Responsibilities:
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Lead and oversee tax planning and strategy for a diverse client base, including high-net-worth individuals and small businesses.
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Manage end-to-end tax preparation and review processes.
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Supervise and mentor a small team of tax professionals and support staff.
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Develop and implement streamlined accounting procedures and workflow enhancements.
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Collaborate with leadership to drive client success and maintain the firm’s high standards of service.
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Build strong client relationships through proactive communication and thoughtful financial insights.
Qualifications:
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Active CPA license in the State of Texas (required).
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Minimum 3 years of experience in tax planning, accounting, and preparation.
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Proven leadership and team management skills — ability to coach, delegate, and inspire.
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Strong knowledge of federal and state tax codes, compliance, and regulations.
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Excellent communication and organizational abilities.
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Proficiency in tax software and accounting platforms.
Why Join Us:
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Work with a forward-thinking, supportive firm that values expertise and innovation.
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Leadership opportunities with autonomy and career growth potential.
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Competitive compensation and benefits package.
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Collaborative team environment with a strong focus on client impact and professional development.
Ready to make a difference?
Submit your resume and a brief cover letter and take the next step in your career with a firm that values leadership, vision, and integrity.
Company DescriptionPeter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.
The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.
Company Description
Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.\r\n\r\nThe company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.