The Perspective Group is a growing, relationship-driven wealth advisory and tax firm dedicated to helping clients achieve financial clarity, confidence, and long-term freedom. We combine comprehensive financial planning, proactive tax strategy, and exceptional client service to deliver a holistic experience rooted in integrity and genuine care.

Our firm was built intentionally—designed to grow sustainably while maintaining a close-knit, team-oriented culture. We value collaboration, professional excellence, and innovation, and we invest heavily in our people. Team members are encouraged to contribute ideas, shape processes, and grow alongside the firm. We believe that when our people thrive, our clients thrive.

Purpose:

A CPA at The Perspective Group provides world-class client service while upholding the core values of the firm. The CPA’s role is designed to:

• Promote the firm’s values and professional expertise within the community.
• Prepare a wide range of income tax returns, including individual, small-business, fiduciary (trust/estate), corporate, and simple benefit plan Form 5500 returns, based on prior experience or a willingness to learn.
• Research tax-related questions and issues; provide IRS audit support; communicate promptly with clients; support the Lead CFP® Professional with tax-informed financial planning strategies; contribute to business growth; and support teammates across the firm.
• Build and maintain positive, rewarding client relationships grounded in trust and exceptional service.
• Contribute towards projects, activities, and general tasks found in our advisory firm (from planning support to essential client services work). During peak tax periods this is minimized and during the off-season, these duties support the team and firm.

Internally, the CPA collaborates closely with all team members—including Client Experience, Financial Planners, and Lead Financial Planners—while maintaining a positive attitude and client-centric mindset.

Key attributes:

• Aligned with our Core Values
• Internally motivated and driven toward success
• Wants to help others succeed
• Works in order to provide value to self, loved ones, the firm and its clients, and the greater community
• Wants to work with a creative firm that is growing by intentional design
• Wants to be a part of our growth and be willing to help better our processes and systems that he or she will use
• Is intrinsically rewarded when the team does well
• Is already mentally aligned with our “Teammate Expectations” and is very willing to strive toward attaining, and then maintaining, these expectations throughout her, or his, career

The ideal candidate will have:

• A minimum of a Bachelor’s degree in a related field and the CPA designation.
• Strong proficiency with computer functions and relevant software, including Microsoft Office (Excel emphasis) and tax software (preferably Intuit’s Lacerte software).
• Experience preparing individual and small-business returns, with prior experience in — or, a willingness to learn: fiduciary returns, corporate returns, and simple benefit plan Form 5500 returns.
• The ability to analyze, collect, and communicate complex information clearly.
• A desire to work with an excellence focused, goal-oriented, team with enthusiasm for our mission of helping clients pursue and maintain financial freedom and their best future.

Benefits:

We believe in supporting the well-being, growth, and long-term stability of our team. Benefits include:

• Competitive total compensation, with a starting range of $70,000 to $110,000 based on experience and ability (includes both salary plus quarterly profit sharing).
• Great health insurance package, including medical, dental, and vision coverage.
• Retirement plan with 10% employer contribution.
• Paid time off, including vacation, personal days, and firm holidays.
• Professional development support, including continuing education, CPA licensing costs, and industry training.
• Flexible work environment, designed to support both productivity and work-life balance.
• M – F, 40 hours/week in tax season (really!)
• M – F, 35 hours/week off season
• Office hours are 8:30AM – 3:00PM and by appointment
• Access to complementary firm financial planning resourcesto support your personal financial success.
• Collaborative, team-oriented, culture
• A vibrant office with plenty of daylight
• And much more…

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position: Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $70,000.00 - $110,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Professional development assistance
• Profit sharing
• Vision insurance

Work Location: In person