CFO – Tax Strategy & Advisory

CFO Tax Strategy & Advisory

Brooklyn NY

$200000$250000 DOE

Position Overview

A growing forward-thinking CPA firm is seeking a CFO Tax Strategy & Advisory to serve as a trusted financial advisor to business owners while overseeing high-level tax strategy and client relationships.

This is a unique opportunity for an experienced CFO Controller senior tax professional or financial leader who brings a strong combination of tax expertise business acumen and exceptional communication skills.

Unlike traditional accounting roles focused heavily on tax preparation this position emphasizes strategic advisory client relationships financial decision-making and leadership supported by an established team of accountants and administrative professionals.

The ideal candidate enjoys working directly with business owners understands both the tax and operational sides of a business and can translate complex financial matters into practical actionable advice.

Key Responsibilities

• Serve as the primary financial and tax advisor for a portfolio of business clients.

• Advise business owners on financial strategy tax planning business decisions and growth opportunities.

• Develop strong long-term client relationships serving as their main point of contact.

• Oversee tax planning review complex tax matters and provide high-level technical guidance.

• Delegate tax preparation and execution to junior accountants and support staff.

• Review financial statements and provide strategic recommendations to clients.

• Collaborate with firm leadership to strengthen internal processes leverage technology and expand advisory services.

• Support the firms growing specialization in manufacturing businesses.

Qualifications

• Significant experience in tax accounting financial leadership or CFO-level responsibilities.

• Strong tax expertise including the ability to advise on complex business tax matters.

• Background combining tax accounting with broader business and financial strategy.

• Experience as a CFO senior tax manager Controller tax director or similar leadership position.

• Exceptional interpersonal and communication skills with the ability to build relationships and confidently advise business owners.

• Strong understanding of financial statements business operations and strategic planning.

• Ability to oversee and delegate work to accounting teams.

• Proactive forward-thinking mindset with an interest in modernizing accounting processes and advisory services.

Why This Opportunity

• Advisory-Focused Role: Spend more time working directly with business owners and providing meaningful financial guidance rather than preparing returns.

• Established Support Structure: Dedicated accounting and administrative teams handle much of the preparation and execution.

• Work-Life Balance: A structured efficient environment with minimal overtime.

• Leadership & Growth: Opportunity to take ownership of client relationships lead teams and play a key role in the firms continued growth.

• Modern Approach: Join a firm investing in technology automation and a more strategic approach to accounting.

• Flexibility: Remote Fridays

To Apply:
Please send your resume to

Required Experience:

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