Managing Partner CPA
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Job Location:
Chesterfield County, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
MANAGING PARTNER
POSITION SUMMARY
The Managing Partner CPA at Infinity Wealth Group will serve as the integrator and future leader of the firm responsible for scaling the business. This role is designed for an entrepreneurial CPA who wants to build and lead the firm. During the initial phase the Managing Partner will focus heavily on tax execution and client delivery particularly through tax season while laying the foundation for systems leadership and growth. Over time responsibilities will transition away from day-to-day tax work toward firm management advisory leadership and strategic expansion. This role offers long-term upside including equity potential for a CPA who produces results and leads with ownership mentality.
COMPANY SUMMARY
Infinity Wealth Groups mission is to take action today that builds security for tomorrow serving as a trusted partner for individuals and businesses actively engaged in building their financial future. We operate with accountability transparency and disciplined execution focusing on outcomes that truly move the needle for our clients. Our culture is elite by designhigh performance and cultural fit are equally non-negotiable. Through collaboration and a growth mindset we continuously develop our people while raising the standard of excellence for our clients and the firm.
OBJECTIVES
- Lead and oversee all tax preparation and tax strategy for individual and business clients including high-net-worth individuals
- Integrate tax bookkeeping and advisory services into a scalable profitable business model
- Drive firm growth from approximately $500K in revenue to $34M through strategic planning and execution
- Establish operational systems workflows and processes where limited structure currently exists
- Transition the firm from founder-dependent operations to a sustainable team-driven model
- Provide strategic financial guidance to business clients beyond compliance work
- Build mentor and lead future advisors preparers and operational staff
- Reduce personal tax preparation workload over time by developing talent and systems
- Act as the primary integrator between ownership advisors and clients
- Collaborate with ownership on long-term vision succession planning and equity strategy
COMPETENCIES
- Proven leadership with the ability to build and scale teams
- Entrepreneurial mindset with comfort operating in a fast-growing lightly structured environment
- Strategic thinker who can also execute at a high level
- Strong ownership mentality and accountability for firm performance
- Ability to influence coach and align others around a shared vision
- High emotional intelligence and strong client relationship skills
- Comfort tying compensation and long-term upside to results
- Resilience during high-pressure periods such as tax season
- Strong communication skills across clients advisors and internal teams
- Long-term orientation toward building enterprise value not just annual income
EDUCATION & EXPERIENCE
- Active CPA license (non-negotiable)
- Demonstrated ability to produce measurable business or revenue growth
- 5-8 years of experience in individual and business tax preparation
- Strong working knowledge of bookkeeping and financial reporting for businesses
- Prior experience building scaling or leading a firm practice or business unit preferred
- Experience working with high-net-worth clients strongly preferred
- Willingness to participate in advisory environments workshops and continuous learning
- Alignment with a performance-driven growth-oriented culture
COMPENSATION AND BENEFITS
- Compensation: Base Incentive Bonus $195k-250k OTE Year 1 $225k-350k year 3
- Base: $110000-130k annual
- Incentive (capped): 510% of practice net income capped at 20% of salary; tied to quality margin retention and systems KPIs.
- Growth Bonus (unlimited): 1020% of net new revenue added each year (uncapped) and 50% of net revenue on returns personally produced or directly managed (self- funding).
- Long-Term Incentive (wealth-building): 58% phantom equity / profit share 4-year vest 1-year cliff.
- Relocation Assistance
- Benefits Include:
- 401(k)
- Health insurance
- Paid Time Off
Key Skills
- Restaurant Experience
- Hospitality Experience
- Interviewing
- Management Experience
- POS
- Leadership Experience
- P&L Management
- Mentoring
- Supervising Experience
- Restaurant Management
- Financial Planning
- Writing Skills
