Senior Fractional CFO and Tax Advisor

What we are looking for...

The Senior Fractional CFO and Tax Advisor will be an integral part of our firm, ensuring that the financial information provided to our clients is not only accurate and timely but also delivered with exceptional service. You will serve as the fractional CFO for a portfolio of client businesses, advise them on tax planning and strategy, prepare complex business and individual tax returns, lead and support our VCFO team, manage key client financial projects, and foster a culture of excellence within your team. As the role grows, you will have the opportunity to take ownership of the firm’s tax function. You’ll work closely with the Vice President of Fulfillment and the CEO as well as direct reports to ensure client work is always delivered on time and with precision.

What you may be doing...

As a fractional CFO, you’ll oversee cash flow management, budgeting, and forecasting for your clients and guide them through key financial decisions. You’ll evaluate their financial health, identify trends, and deliver practical recommendations to improve profitability, reduce costs, and support long-term growth, helping them align their accounting practices with their overall business goals.

On the tax side, you’ll prepare complex business and individual tax returns, quarterly estimates, and other client tax deliverables, ensuring accuracy and compliance with applicable standards. You’ll review client financial statements to make sure they align with tax strategy and industry best practices, and advise clients on tax planning, entity structure, and estimated taxes. Over time, you’ll take on increasing review responsibility as you grow into leading the firm’s tax practice.

You’ll work closely with our VCFOs and VAST Leads on recurring monthly projects, offering guidance and ensuring precision in financial reporting, and you’ll mentor direct reports and support firm-wide training initiatives. You’ll stay in regular contact with clients, manage expectations, and make sure every client receives exceptional service. You’ll also help onboard new clients and build long-term relationships with them, getting to know their unique needs so we can provide tailored service. And when the team needs a hand, you’ll jump in to problem-solve with a “no job is too small” attitude.

What you need to know...

• Strong CPA credentials with a deep understanding of tax regulations and compliance.
• Minimum of 10 years in public accounting, with experience serving as a fractional, outsourced, or client-facing CFO and in tax planning and hands-on preparation of complex business and individual tax returns.
• Extensive experience in financial statement preparation and review, ensuring accuracy and alignment with industry standards.
• Candidates with industry experience within hospitality, restaurants, breweries and wineries and strongly preferred.
• Strong understanding of workpaper support ensuring complete and accurate documentation for every engagement appropriate for the complexity of the client’s needs.
• Proven ability to manage and mentor teams effectively, driving high performance and professional growth.
• Ability to explain complex financial and tax concepts in simple, clear terms tailored to the audience’s level of understanding.
• Comfortably adjust communication style to suit clients, ensuring they feel empowered and confident in making informed decisions.

What you get...

• Competitive Salary with bonus potential.
• A four-day work week, with Fridays off.
• A growing firm with ample opportunities for personal and professional growth.
• A culture of collaboration, learning, and continuous improvement.
• A clear path to lead the firm’s tax practice, along with professional development resources and ongoing training.

If you're ready to step into a pivotal role where you’ll guide clients as their fractional CFO and tax advisor, and grow into leading our tax practice, we invite you to apply for the Senior Fractional CFO and Tax Advisor position. Join our dynamic team and help us set new standards of excellence in client service, financial accuracy, and business growth!

Equal Opportunity Statement

We aim to build an inclusive workforce. If you’re passionate about a role, but do not meet 100% of the qualifications listed, we still encourage you to apply. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of age, ancestry, citizenship, color, ethnicity, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or invisible disability status, political affiliation, veteran status, race, religion, or sexual orientation.

Pay: $100,000.00 - $150,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Vision insurance

Application Question(s)

• Do you have a bachelor’s degree in accounting?
• How many years have you personally prepared complex business returns (1120-S, 1065, 1120)?
• Have you served as a fractional, outsourced, or client-facing CFO (or in a comparable advisory role) for multiple clients?

Work Location: Remote