SENIOR MANAGING DIRECTOR | CERTIFIED PUBLIC ACCOUNTANT
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Welcome to Diamond Financial Group! As a private, full-service concierge financial services firm, we not only provide our clients with personalized consultations and customized financial strategies but also foster an empowering and positive work environment for our team. At Diamond Financial Group, we pride ourselves in offering exceptional client service while helping clients confidently plan for their financial future and beyond. As a Licensed Financial Professional, you will be at the forefront of our mission. We believe in building strong, long-lasting relationships with our clients and team, ensuring everyone’s unique needs and goals are met. Join us, and be part of a vibrant, inclusive team where innovation, collaboration, and personal growth are at the heart of everything we do. We look forward to working with you to achieve both your professional aspirations and our clients' financial dreams!
Role Description: Seeking The Next Gem
We are seeking an experienced and dedicated Senior Managing Director, Certified Public Accountant® (CPA®) to join our team and lead a group of licensed tax and accounting professionals while continuing to provide exceptional accounting and tax planning services to our clients. In this dual role, the Senior Managing Director will manage the team’s performance, mentor staff, and ensure the highest standards of client service. This individual will be responsible for helping clients achieve their personal and financial goals through tailored accounting solutions, tax planning strategies, and financial risk management, while fostering the professional growth and development of the team.
The ideal candidate will be a highly skilled Certified Public Accountant with demonstrated expertise in accounting, tax planning, and risk management. They will possess strong leadership abilities, managing a team of licensed professionals to deliver exceptional results. The candidate will excel in developing customized tax strategies that minimize liabilities, optimize deductions, and maximize savings for clients. They will also have the ability to navigate complex accounting issues, ensuring compliance and providing insightful financial analysis. They will also prioritize building strong, trust-based relationships with clients, empowering them to make informed decisions for long-term financial security and growth. Additionally, the candidate will be adept at identifying tax-saving opportunities and implementing accounting solutions that align with each client’s personal and business objectives.
Qualifications: The Sparkle Factor
Must hold a valid Certified Public Accountant (CPA) license
7-10+ years of full-time experience in public accounting or corporate accounting, with a strong background in financial reporting, auditing, and compliance.
A proven track record of managing client relationships and experience leading and mentoring a team of licensed accounting and tax professionals.
Bachelor’s Degree in Accounting, Finance, or a related field preferred.
Proficiency in ProConnect and QuickBooks accounting and tax preparation software.
In-depth knowledge of federal, state, and local tax regulations, including tax planning and preparation, with extensive experience preparing individual and business income tax returns, understanding of tax laws
Ability to manage multiple projects and deadlines, with proven organizational skills and attention to detail.
Strong analytical skills with the ability to develop and implement customized strategies.
Exceptional communication and leadership skills, with a client-first mindset.
Ability to manage multiple client relationships and prioritize effectively with strong networking abilities to cultivate and expand client relationships.
Advanced working knowledge of Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Key Responsibilities: Enhancing the Sparkle
The key responsibilities of the Senior Managing Director, Certified Public Accountant include the following:
Client Advisory Services: The Senior Managing Director will provide tailored tax and accounting services, including tax planning, preparation, and compliance, as well as bookkeeping and financial reporting. They will assess clients' tax situations, develop customized strategies to optimize tax liabilities, and provide ongoing advice to ensure compliance with evolving tax laws and regulations. Building strong, trust-based relationships with clients will be essential to help them make informed decisions regarding their taxes and accounting needs.
Team Leadership & Management: The Senior Managing Director will lead and mentor a team of licensed accountants and tax professionals. They will set performance goals, monitor client service and compliance, and oversee training programs to enhance team expertise in tax and accounting practices. Fostering a collaborative environment will be key to motivating the team and ensuring successful client outcomes.
Business Development & Strategy: The Senior Managing Director will collaborate with senior leadership to develop strategies that expand the firm’s client base and accounting services. This includes supporting marketing initiatives and participating in client engagements to promote tax services and solutions. Their efforts will help maintain the firm’s reputation as a leader in tax and accounting services.
Compliance & Best Practices: Ensuring compliance with tax regulations, accounting standards, and industry best practices is crucial. The Senior Managing Director will implement and enforce firm policies related to client confidentiality, ethical standards, and tax law compliance, promoting a culture of integrity. Regularly reviewing compliance protocols will safeguard the firm’s reputation and maintain client trust.
Qualities We Value: Finding The Perfect Cut
At our firm, we believe that the success of our clients and team members is rooted in strong personal qualities and professional integrity. We are seeking a Senior Managing Director, Certified Public Accountant who embodies the following qualities that align with our values and mission.
Integrity and Ethical Behavior: A commitment to ethical practices and integrity in all client interactions. Demonstrates honesty and ethical behavior in all client interactions and financial recommendations.
Strong Analytical Skills: Strong problem-solving skills and the ability to think critically under pressure. Possesses the ability to assess complex financial situations and develop effective strategies.
Passion for Helping Others: A client-centered mindset, always prioritizing the needs and goals of clients and a genuine desire to assist clients in achieving their financial success.
Meticulousness: Pays close attention to detail in reviewing financial documents, ensuring accuracy in accounting and tax planning.
Commitment to Continuous Learning: A proactive approach to learning and staying updated on industry trends and regulations. Stays updated on industry regulations, trends, and best practices to provide clients with the best advice.
Exceptional Relationship-Building: Cultivates trust and collaboration within the team and with clients, ensuring strong partnerships and effective communication.
Unique Skills: That Extra Dazzle
In addition to the core qualifications, we value unique skills that enhance the effectiveness of our company’s mission. These bonus skills can set candidates apart and contribute significantly to our teams’ and clients' overall success.
Software Proficiency: Proficient in using software and tools, as well as a good grasp of digital communication platforms that enhance client engagement.
Psychological Insight: Recognizes psychological factors that influence client decision-making and guides clients through emotional tax situations.
Team Collaboration: Works effectively as part of a team, fostering a cooperative environment to achieve common goals while exhibiting reliability and professionalism in all interactions.
Strong Communication Skills: Able to explain complex financial information clearly to clients.
Adaptability: Quickly adjusts strategies in response to market and client needs.
Strategic Thinking: Anticipates trends to create forward-looking strategies and plans.
Fluency in multiple languages to serve a diverse client base.
Earning Potential: Diamonds Are Forever
This position offers a commission-based earning structure, with anticipated annual earnings between $143,257 and $267,856+. Actual income will vary based on individual performance, experience, and the volume of business generated. As an independent contractor, your compensation is directly linked to your sales achievements, client relationships, and ability to earn additional income through referrals and team-building opportunities. There is no fixed salary, allowing you to unlock unlimited earning potential based on your success.
Enjoy the autonomy of being your own boss with flexible work arrangements.
Unlock unlimited earning potential through an uncapped commission structure.
Build a successful agency with comprehensive support and industry-leading tools.
Benefit from additional incentives through our Referral Program.
Engage in a fully 1099 contract sales role as an independent contractor.
Position Overview
This tribrid position offers a blend of in-person, remote, and fieldwork options, providing flexibility in client engagement and team collaboration. While regular leads and referrals will be provided, success in this role heavily relies on overall drive and initiative. You'll have the autonomy to build your own business, cultivate relationships, generate leads, and maximize earnings from the resources and support of our firm, within a dynamic and collaborative environment that encourages both professional development and work-life balance. This commission-based structure, along with a year-end 1099, empowers you to grow your agency, expand your client base, and realize unlimited income potential. Our business model is designed to reward outstanding performance, and offer competitive earnings for high achievers. Join us in a vibrant workplace that values your unique strengths and aspirations and the opportunity to create a business that aligns with your goals and dreams.
We are not accepting unsolicited resumes from agencies and/or search firms for this posting. ID# 2024-SMD.CPA
Job Types: Full-time Contract, Part-time Contract, Contract
Pay: $143,257.00 - $267,856.00 per year
Benefits: Flexible schedule, Professional development assistance, Referral program, Work from home
Supplemental Pay: Bonus opportunities, Commission pay, Performance bonus
Work Location: Tribrid remote in Salinas, CA 93906
