Certified Public Accountant (CPA) - Tax Strategy & Team Leadership Job at Peter Holtz CPA, Plano, TX

OEFsaDQyaHp0OGxkbVZRN1lhNWlCQVkybWc9PQ==
  • Peter Holtz CPA
  • Plano, TX

Job Description

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:

  • 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.

Company Description

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.

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.

Job Tags

Work at office, Flexible hours,

Similar Jobs

ECO STRATEGIES

Junior Marketing Associate [Entry level][Training Provided] (Town of Islip) Job at ECO STRATEGIES

 ...providing sales solutions for industries ranging from NGOs to SMEs. We assist businesses in growing and thriving through effective marketing solutions. Meeting and exceeding targets is one of our key strengths. Our team of professionals is dedicated to generating revenue... 

Queensbury Union Free School District

Maintenance Worker Job at Queensbury Union Free School District

 ...Now Hiring! Maintenance Worker - Queensbury Union Free School District is recruiting for a full-time Maintenance Worker. High School diploma or GED and a broad base of facility maintenance skills such as HVAC, electrical, plumbing, carpentry, communications, and/or... 

Amazon Stores

Finance Manager, Customer Engagement Technology, CS Job at Amazon Stores

 ...recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience - MBA, or CPA - Knowledge of SQL/ETL - Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access,... 

Inabia Software & Consulting Inc.

W2 QA Tester with BSA Experience Job at Inabia Software & Consulting Inc.

 ...automated testing methodologies (Developing Automation is good to have not mandatory)~ Prior success as a QA Analyst embedded with a product development team. ~ Experience testing web applications across multiple platforms and browsers. ~ Experience testing APIs. ~... 

Worland Healthcare & Rehabilitation Center

Housekeeper Job at Worland Healthcare & Rehabilitation Center

 ...Housekeeper - Senior Living Community We are seeking for a reliable and friendly Housekeeper to join our team at a senior living community...  .... Qualifications Proven experience in house, office or hotel cleaning preferred. Ability to follow cleaning products...