Role Overview:

The CPA Advisor is a unique role that blends the duties of a CFO and a Tax Planner, and it is like no other job on the market. You will utilize your tax and accounting expertise to serve as the single point of contact for our clients in the e-commerce industry.

We’re a cloud-based, 100% paperless, innovative CPA firm focused on bringing value to e-commerce businesses through smart tax strategies and transparent accounting. Our clients are killing it on Amazon, Shopify, and more. Unlike most tax firms, who are focused only on compliance, we help our clients proactively implement strategies that save them money on taxes and help build a stronger financial future.

Interested in learning more about what you’ll do here? Keep reading!

What You’ll Do:

  • Conduct client monthly/quarterly/tax return review meetings.
  • Project management for all assigned clients’ projects.
  • Meeting deadlines for team projects.
  • Managing and coaching staff on the team.
  • Collaborating with Tax/Accounting trainers.
  • Communicating with Operations regarding needs, concerns, client feedback.
  • Advocating for clients and the team regarding processes or services.
  • Identifying and communicating upsell opportunities.
  • Maintaining a high level of client satisfaction and retention.
  • Ensuring client inquiries are responded to within 24 hours.
  • Participating in strategic decision making and brings valuable insight to the CEO and operations team.


What You Need to Get the Job Done:

  • Must be a licensed CPA
  • Excellent communication skills
  • Ability to be detail oriented as well as big-picture focused
  • Customer service mindset with great people skills
  • High level of leadership ability to lead and coach their team
  • Growth mindset and ability to accept constructive criticism
  • Interest and ability to expand financial knowledge
  • Experience with HNW clients is a plus
  • Experience with CCH is a plus.


What You’ll Love About Us:

Our mission is to give e-commerce business owners power over the future of their business, by providing them with the financial clarity they need to build a successful empire.

If you’ve got passion and enthusiasm for helping people navigate the complexity of the tax world and a desire to join a fast-growing company and make an impact, we’ve got the perfect opportunity for you!

ECOM CPA is a 100% #remote company, and will continue to be digital-first.

We won’t be changing our minds and going back to the office. Team members want flexibility, balance, and the freedom to work from anywhere, and we fully support that.

Here are a few other perks you will receive in joining our team:

  • PTO + Paid Holidays
  • Production Based Incentives
  • 401k Plan with Company Contributions
  • Health Insurance
  • Flexible Scheduling
  • Awesome Co-Workers!

Our Core Values:

  • ECOM CPA is Transparent:
    • You’ll never wonder how the company is doing, and with monthly employee assessments, you’ll always know how you’re doing.
  • ECOM CPA is Empowering:
    • We don’t believe in micromanaging. Instead, we train and coach our employees to manage themselves.
  • ECOM CPA is Goal-Oriented:
    • We know where we’re going, and how we’ll get there.
  • ECOM CPA is Focused on Outcomes:
    • There’s no busy work, and no points for seniority. Employees who shine get opportunities to grow!