Job DescriptionJob Description
About Us
Our client is a fast-growing, tech-forward firm based in Irvine, working hybrid, serving affluent individuals with business ownership, high-W2 earners navigating complex equity compensation, and small businesses that need real bookkeeping and CFO-level guidance - not a shoebox of receipts once a year.
We're early enough that the person who joins now shapes how the firm operates for years to come. We believe in keeping it simple, building systems instead of grinding through busywork, and using the best tools available. (Yes, we're a Google Sheets, Mac, and Claude shop. ChatGPT need not apply.)
About the Role
We're hiring someone to take over the client-facing seat and grow into a true second-in-command - eventually running the day-to-day so the owner can step back and focus on growth.
This role comes with a mandate to build: you'll be recruiting, training, and managing the team as we scale, not just filling a seat on an existing one.
A year in, success looks like: you've built real relationships with our top clients, stood up systems that make tax advisory and bookkeeping faster and more consistent, and you're actively growing the team under you.
What You'll Do
Own the full relationship for a growing book of tax advisory and bookkeeping clients - year-round, not just April
Review (and sometimes prepare) individual and business tax returns; build and implement tax plans that actually move the needle
Oversee monthly bookkeeping and financial statement review, including onboarding clients with messy books and cleaning up their chart of accounts
Be the technical resource the team calls when they've got a hard tax question and trust to give a straight answer
Recruit, train, and manage a growing team as the firm scales - this is a build-the-bench role, not a maintain-the-status-quo one
Build and refine the systems and SOPs that let this firm scale without drowning every March and April
Talk to affluent clients in a way that makes hard decisions feel simple
What We're Looking For
Required:
5+ years' experience with individual and business tax returns
5+ years' experience with QuickBooks Online or a comparable system
Comfortable advising on equity compensation, real estate, and business ownership situations - not just W-2 returns
Proven ability to hire, train, and develop people - you've built a team before, or you're clearly ready to
A systems mindset - you'd rather build a process once than repeat manual work forever
Strong client-facing communication with affluent clients
CPA or EA (or actively pursuing)
Preferred:
Lacerte experience
CFO or fractional CFO advisory experience
You have opinions on Jason Staats' content and can't help but poke holes in Karlton Dennis' tax takes
How We Work
Hybrid, Irvine-based
No time sheets, no clock-punching
Eat-what-you-kill upside as you build your book, with a real path to owning how this firm runs
We use the best tools, not the standard ones - Sheets over Excel, Mac over PC, Claude over ChatGPT
Camera-on, real communication
Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.
As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
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