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:
Lead and oversee tax planning and strategy for a diverse client base, including high-net-worth individuals and small businesses.
Manage end-to-end tax preparation and review processes.
Supervise and mentor a small team of tax professionals and support staff.
Develop and implement streamlined accounting procedures and workflow enhancements.
Collaborate with leadership to drive client success and maintain the firm’s high standards of service.
Build strong client relationships through proactive communication and thoughtful financial insights.
Qualifications:
Active CPA license in the State of Texas (required).
Minimum 3 years of experience in tax planning, accounting, and preparation.
Proven leadership and team management skills — ability to coach, delegate, and inspire.
Strong knowledge of federal and state tax codes, compliance, and regulations.
Excellent communication and organizational abilities.
Proficiency in tax software and accounting platforms.
Why Join Us:
Work with a forward-thinking, supportive firm that values expertise and innovation.
Leadership opportunities with autonomy and career growth potential.
Competitive compensation and benefits package.
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.
Peter 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.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.
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