Job Description
I am the founder of a growing commission-based energy brokerage and am seeking a highly skilled, proactive CPA to manage tax strategy, compliance, and financial structure. This role is not for basic tax prep only. I am looking for a true advisor who understands complex cash flow, commissions, and multi-revenue businesses and can provide ongoing guidance, not just year-end filings. ⸻ Primary Responsibilities • Business & personal tax planning and tax filing • Quarterly estimated tax planning & projections • Review and advise on entity structure (LLC, S-Corp, payroll optimization) • Coordinate with bookkeeper on monthly financials • Ensure clean compliance with IRS and state requirements • Identify tax savings strategies and risk reduction opportunities • Advise on write-offs, deductions, and timing strategies • Support with IRS notices or audits if needed • Work collaboratively with operations leadership (COO/consultant) ⸻ Ideal Candidate Qualifications (REQUIRED) • Active CPA license (U.S.) • Experience with commission-based or brokerage businesses • Strong understanding of cash flow volatility • Experience working with sales teams, independent contractors, and overrides • Comfortable with multi-entity structures • Proactive communicator (not once-a-year contact) • Experience with small to mid-sized businesses scaling Energy, real estate, financial services, or sales-driven business experience is a PLUS. ⸻ Engagement Structure • Ongoing relationship preferred (not one-time tax prep) • Monthly advisory + annual tax filing • Open to monthly retainer model • Remote OK (U.S.-based only) ⸻ What Success Looks Like • No tax surprises • Clear quarterly tax obligations • Optimized entity structure • Clean, compliant books • Strategic guidance throughout the year • Peace of mind knowing finances are handled properly ⸻ To Apply, Please Include 1. CPA license number and state of licensure 2. Years of experience as a CPA 3. Types of businesses you specialize in 4. Experience with commission-based businesses 5. Your ongoing advisory approach (monthly/quarterly touchpoints) 6. Accounting software you use (QuickBooks, etc.) 7. Sample scope of services or engagement model Apply tot his job