Job Description

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 Type: Part Time Years Experience: 5 - 10 years Salary: $45 - $90 Hourly Bonus/Commission: Yes

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