About the role
CFO – Tax Strategy & Advisory
Brooklyn, NY
$200,000–$250,000 DOE
Position Overview
A growing, forward-thinking CPA firm is seeking a CFO – Tax Strategy & Advisory to serve as a trusted financial advisor to business owners while overseeing high-level tax strategy and client relationships.
This is a unique opportunity for an experienced CFO, Controller, senior tax professional, or financial leader who brings a strong combination of tax expertise, business acumen, and exceptional communication skills.
Unlike traditional accounting roles focused heavily on tax preparation, this position emphasizes strategic advisory, client relationships, financial decision-making, and leadership, supported by an established team of accountants and administrative professionals.
The ideal candidate enjoys working directly with business owners, understands both the tax and operational sides of a business, and can translate complex financial matters into practical, actionable advice.
Key Responsibilities
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Serve as the primary financial and tax advisor for a portfolio of business clients.
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Advise business owners on financial strategy, tax planning, business decisions, and growth opportunities.
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Develop strong, long-term client relationships, serving as their main point of contact.
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Oversee tax planning, review complex tax matters, and provide high-level technical guidance.
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Delegate tax preparation and execution to junior accountants and support staff.
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Review financial statements and provide strategic recommendations to clients.
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Collaborate with firm leadership to strengthen internal processes, leverage technology, and expand advisory services.
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Support the firm's growing specialization in manufacturing businesses.
Qualifications
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Significant experience in tax accounting, financial leadership, or CFO-level responsibilities.
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Strong tax expertise, including the ability to advise on complex business tax matters.
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Background combining tax accounting with broader business and financial strategy.
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Experience as a CFO, senior tax manager, Controller, tax director, or similar leadership position.
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Exceptional interpersonal and communication skills, with the ability to build relationships and confidently advise business owners.
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Strong understanding of financial statements, business operations, and strategic planning.
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Ability to oversee and delegate work to accounting teams.
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Proactive, forward-thinking mindset with an interest in modernizing accounting processes and advisory services.
