Client-Facing CPA – Tax & Advisory
Our Place Financial | Irvine, California | Hybrid
Start Date: November 30, 2026
Base Salary: $92,000 | Performance Bonus: Up to $35,000 | Additional Revenue Share Opportunity
Work Location & Hybrid Schedule
This is a hybrid position based in our Irvine, California office. Candidates must be able to reliably work in person in Irvine as part of their regular schedule.
First 6 months: In office 4 days per week
Off-season (June–December): In office 3 days per week
Remaining workdays may be worked remotely, based on the established hybrid schedule
In-person attendance may also be required for client meetings, team needs, networking events, and firm events
Our Place Financial is looking for a CPA who loves accounting and loves working with people.
This is not a role for someone who wants to spend their entire day behind a computer preparing returns. Technical expertise is important, but so is the ability to sit across from a business owner, understand what they are trying to accomplish, explain what their numbers mean, and help them make informed financial and tax decisions.
Our approach is highly consultative. We believe our clients should know their accountant, feel comfortable asking questions, and have someone they can turn to throughout the year—not just during tax season.
We also don't operate on a traditional billable-hours model. We don't want our team focused on how many six-minute increments they can bill. We want them focused on doing excellent work, taking care of clients, solving problems, and providing meaningful guidance.
If you enjoy building client relationships, solving complex tax and accounting problems, developing proactive tax strategies, and helping people better understand their finances, you may be a great fit for our team.
The Role
As a CPA at Our Place Financial, you will have a combination of tax preparation, tax strategy, accounting support, client advisory, and team mentorship responsibilities.
The firm provides an established client base. You are not expected to build your own book of business to have clients to serve.
We do, however, expect our CPA to be visible and engaged with our clients and our local business community. During the off-season, this includes attending a minimum of five networking events per month on behalf of Our Place Financial.
If you personally bring new clients to the firm through your relationships or networking efforts, you will also have the opportunity to earn additional compensation through our revenue-sharing program.
What You’ll DoClient Advisory & Relationships
Develop strong, ongoing relationships with individual and business clients
Meet directly with clients to understand their businesses, goals, challenges, and financial priorities
Explain tax and accounting concepts in a way that makes sense to clients
Participate in tax strategy and planning consultations with personal and business clients
Review client financial and tax information to identify planning opportunities
Develop proactive tax strategies and recommendations for individual and business clients
Guide clients through tax strategy recommendations and implementation steps
Serve as a trusted accounting and tax resource throughout the year—not just during tax season
Tax Preparation & Review
Prepare and review individual income tax returns, including complex personal tax situations
Prepare and review business returns, including partnerships, S corporations, and corporations
Prepare and review trust and estate income tax returns
Research complex federal and state tax matters
Provide technical guidance on tax issues
Review returns prepared by other members of the team and maintain strong quality-control standards
Accounting & Bookkeeping Support
Serve as a technical resource for our bookkeeping team
Assist with complex accounting questions and transactions
Provide guidance on cleanup and catch-up bookkeeping projects
Review financial statements for accuracy and identify issues requiring correction
Assist with year-end adjustments and tax-ready financials
Help connect the bookkeeping work we perform throughout the year with proactive tax-planning opportunities
Team Collaboration & Mentorship
Be a collaborative, approachable resource for members of our tax and accounting team
Provide technical guidance and support when team members encounter complex tax or accounting questions
Review work and provide constructive feedback when appropriate
Share knowledge and experience to help strengthen the skills of the overall team
Mentor staff members who are developing their tax and accounting expertise
Provide required supervision and mentorship for qualifying staff members working toward obtaining their CPA license
Work closely with our bookkeeping team to help resolve complex accounting issues and support accurate, tax-ready financials
Community Engagement
Represent Our Place Financial within the local business community
During the off-season, attend a minimum of five networking events per month
Build genuine relationships with business owners, professionals, and community partners
Participate in firm-sponsored educational, networking, and community events
Help increase awareness of Our Place Financial through relationship-building rather than high-pressure sales
Who Will Thrive in This Role
You may be a great fit if you:
Genuinely enjoy talking with and working directly with clients
Want to understand the story behind the numbers, not simply prepare the return
Enjoy educating clients and making complicated topics easier to understand
Are comfortable leading client meetings and conversations
Like solving complex tax and accounting problems
Prefer being evaluated on the quality of your work, client experience, and contribution to the firm rather than billable-hour quotas
Enjoy being part of a collaborative team
Enjoy mentoring developing accounting professionals
Enjoy developing proactive tax strategies and providing year-round advisory support to individual and business clients
Are comfortable identifying tax-planning opportunities and discussing recommendations directly with clients
Enjoy building professional relationships and being involved in the business community
Believe accountants should be proactive advisors rather than professionals clients hear from once a year
This position may not be the right fit for someone looking for a primarily behind-the-scenes tax preparation role with limited client interaction.
Qualifications
Active CPA license in good standing
Must have or be able to obtain and maintain an active IRS Preparer Tax Identification Number (PTIN)
2–5+ years of individual tax preparation experience
2–5+ years of business tax preparation experience
Experience preparing or reviewing trust and/or estate income tax returns
Experience with partnerships, S corporations, and closely held businesses
Strong understanding of small-business accounting and financial statements
Experience with tax planning or tax strategy
Strong tax research and problem-solving skills
Ability to troubleshoot complex bookkeeping and accounting issues
Comfortable reviewing the work of other accounting and tax professionals
Willing and able to supervise qualifying CPA candidates working toward licensure
Strong interpersonal and communication skills
Comfortable leading client meetings and representing the firm professionally
Ability to translate complex tax and accounting concepts into information clients can understand and act on
Ability to meet the in-office requirements of this hybrid position in Irvine, California
Compensation
Base Salary: $92,000 annually
Performance Bonus: Up to $35,000, payable in June 2027 based on established performance goals and criteria
Total Potential Compensation: Up to $127,000 before additional revenue-sharing compensation
Revenue Share: CPAs who personally bring new clients to Our Place Financial will have the opportunity to earn additional compensation through our revenue-sharing program.
The firm provides clients, and building your own book of business is not required.
A Different Approach to Public Accounting
We aren't building a traditional accounting firm.
No billable-hour requirements or quotas
Firm-provided clients
No requirement to build your own book of business
Client-facing advisory relationships
Proactive tax strategy as a core part of the role
Hybrid work environment
Opportunity to mentor and develop other accounting professionals
Revenue sharing when you bring new clients to the firm
A focus on relationships, quality, and client experience
We want our CPAs spending their time creating value—not worrying about whether every conversation with a client is billable.
About Our Place Financial
Our Place Financial provides tax preparation, tax strategy, and bookkeeping services to individuals and small businesses.
We take a consultative approach to accounting. We don't want to simply prepare a client's return or send them a financial statement. We want to understand what they are trying to accomplish, help them understand their numbers, identify opportunities, and be a resource they can rely on throughout the year.
We are building a team of accounting professionals who are technically strong but who also genuinely care about the people behind the numbers.
If you became a CPA because you enjoy solving financial problems but also enjoy working directly with the people you're solving them for, we'd love to hear from you.
Pay: $85,000.00 - $92,000.00 per year
Benefits
Paid time off
Profit sharing
Travel reimbursement
Work from home
Work Location: Hybrid remote in Irvine, CA 92618