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About HRX CPAs
HRX CPAs is a modern, boutique CPA firm helping high‑net‑worth families and business owners simplify their financial lives. We combine tax, accounting, and advisory services in one “modern family office” model — proactive, tech‑enabled, and relationship‑driven. We value quality, balance, and ownership.
Role Overview The Part‑Time Tax Manager & Client Lead is a senior‑level role designed for an experienced CPA who wants meaningful client interaction and technical work without full‑time burnout. You’ll manage a small portfolio of clients, review returns, guide staff, and act as a primary contact for client questions and planning discussions. This is ideal for someone who values flexibility, craftsmanship, and impact — not busywork.
Reports to Managing Partner
Hours Flexible
Location Hybrid – Irvine, CA or Remote (U.S. based). On‑site to start.
Compensation $50 an hour + Monthly Production Bonus
Benefits 401k with Employer Match, Medical, Dental, Vision
Core Responsibilities Tax Review & Planning
Review and/or prep complex individual, S‑corp, partnership, and trust returns.
Oversee quarterly estimates, extensions, and planning projections.
Spot planning opportunities (e.g., PTE elections, S‑Corp comp, depreciation, retirement plans).
Handle limited hands‑on prep for high‑complexity clients as needed.
Client Accounting
Manage month‑end close and deliver P&L, balance sheet, and cash‑flow summaries.
Review external accounting works monthly/quarterly to avoid clean‑ups annually.
Advise clients on CFO advisory services.
Collaborate with the tax team to keep entity‑level books tax‑ready.
Make recommendations in workflow and processes.
Client Relationship Management
Serve as the primary point of contact for assigned clients.
Lead quarterly check‑ins and year‑end planning.
Translate tax insights into actionable advice.
Team Leadership & Workflow
Review and mentor work prepared by staff accountants or outsourced teams.
Manage tasks and deliverables.
Communicate updates asynchronously.
Qualifications
Active CPA license required.
5+ years of tax experience, including review of business returns.
Strong understanding of multi‑entity and high‑net‑worth individual taxation.
Tech‑savvy: Comfortable with AI & using various platforms.
Excellent written and verbal communicator.
Comfortable with asynchronous communication and flexible schedule.
Experience with Lacerte & QBO required.
Culture Fit
Proactive – anticipates client and team needs; doesn’t wait for direction
Ownership‑driven – accepts accountability and follows through on improvements
Simplifier – turns complexity into clarity
Collaborative – values calm, transparent teamwork
Family‑first mindset – respects balance and well‑being
Employment Details Employment Type: Full Time Years of Experience: 5‑10 years Salary Range: $65‑$150 hourly Bonus/Commission: Yes
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Role Overview The Part‑Time Tax Manager & Client Lead is a senior‑level role designed for an experienced CPA who wants meaningful client interaction and technical work without full‑time burnout. You’ll manage a small portfolio of clients, review returns, guide staff, and act as a primary contact for client questions and planning discussions. This is ideal for someone who values flexibility, craftsmanship, and impact — not busywork.
Reports to Managing Partner
Hours Flexible
Location Hybrid – Irvine, CA or Remote (U.S. based). On‑site to start.
Compensation $50 an hour + Monthly Production Bonus
Benefits 401k with Employer Match, Medical, Dental, Vision
Core Responsibilities Tax Review & Planning
Review and/or prep complex individual, S‑corp, partnership, and trust returns.
Oversee quarterly estimates, extensions, and planning projections.
Spot planning opportunities (e.g., PTE elections, S‑Corp comp, depreciation, retirement plans).
Handle limited hands‑on prep for high‑complexity clients as needed.
Client Accounting
Manage month‑end close and deliver P&L, balance sheet, and cash‑flow summaries.
Review external accounting works monthly/quarterly to avoid clean‑ups annually.
Advise clients on CFO advisory services.
Collaborate with the tax team to keep entity‑level books tax‑ready.
Make recommendations in workflow and processes.
Client Relationship Management
Serve as the primary point of contact for assigned clients.
Lead quarterly check‑ins and year‑end planning.
Translate tax insights into actionable advice.
Team Leadership & Workflow
Review and mentor work prepared by staff accountants or outsourced teams.
Manage tasks and deliverables.
Communicate updates asynchronously.
Qualifications
Active CPA license required.
5+ years of tax experience, including review of business returns.
Strong understanding of multi‑entity and high‑net‑worth individual taxation.
Tech‑savvy: Comfortable with AI & using various platforms.
Excellent written and verbal communicator.
Comfortable with asynchronous communication and flexible schedule.
Experience with Lacerte & QBO required.
Culture Fit
Proactive – anticipates client and team needs; doesn’t wait for direction
Ownership‑driven – accepts accountability and follows through on improvements
Simplifier – turns complexity into clarity
Collaborative – values calm, transparent teamwork
Family‑first mindset – respects balance and well‑being
Employment Details Employment Type: Full Time Years of Experience: 5‑10 years Salary Range: $65‑$150 hourly Bonus/Commission: Yes
#J-18808-Ljbffr