Client-Facing CPA

We are partnered with a growing accounting firm undergoing an ownership transition to help them hire a Client-Facing CPA to join their team in Jacksonville, FL. This is a great opportunity for a CPA who enjoys growing trusted client relationships and wants long-term growth without the burnout typically associated with public accounting.

Defined
As a Client-Facing CPA, you will serve as a primary point of contact for clients while supporting a thoughtful, multi-year transition of relationships from the current partners. You will focus on delivering high-quality accounting and tax services, supported by administrative staff, a part-time preparer, and virtual assistants handling lower-level work.

Why This Role is Essential
This role is critical to ensuring continuity and trust as ownership transitions. You will help reduce the workload of the current partners while preserving strong client relationships, allowing the firm to transition smoothly and grow sustainably. Your work directly impacts client retention, partner satisfaction, and the long-term success of the firm.

Background
Great candidates for this role may come from:

• Small or mid-sized public accounting firms
• Client-facing CPA roles with relationship ownership
• Firms where trust, autonomy, and service quality are emphasized
• Environments requiring independence and minimal micromanagement

What You'll Do

• Serve as a primary client-facing CPA, building long-term relationships
• Gradually transition client relationships from existing partners
• Deliver accounting and tax services with support from internal staff and virtual assistants
• Work independently while maintaining strong communication with partners
• Help reduce partner workloads to support a sustainable 40-45 hour workweek
• Contribute to long-term firm growth with the opportunity to step into a Manager role

Skills and Competencies
Required:

• Active CPA license
• Approximately 3+ years of public accounting experience
• Strong client communication and relationship management skills
• Comfort working independently with established clients
• Professional, reliable, and relationship-oriented mindset

Desired:

• Experience in a small or boutique accounting firm
• Exposure to client transitions or succession planning
• Interest in leadership and long-term growth
• Enrolled Agent (EA) credential or interest in pursuing EA

What's In It for You

• Competitive salary ($80,000 - $120,000)
• Supportive work environment with administrative and virtual assistant support
• Clear long-term growth path toward Manager responsibilities
• Potential for increased compensation and equity participation with vesting