Managing Partner

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.

Infinity Wealth Group’s 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 design—high 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

• 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 $3–4M+ 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.

• 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 the 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.

• 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:
  Market‑competitive base with performance‑based upside
• Incentive Structure:
  Opportunity to align income with production, growth, and leadership results
• Relocation Assistance
• Equity Potential:
  Available based on performance and long‑term contribution