Mission Statement

At The Freelance CFO, we understand that financial management extends far beyond figures and ledgers. We’re passionate about providing a unique blend of educational resources and services that harmonize your financial goals with your personal aspirations. We see our role as not just financial advisors, but as partners in your journey towards success and stability.

We proudly work with a diverse range of clients - from business owners to individuals, from the neurodivergent community to our queer family - because we believe that everyone deserves the right to financial education and stability. We recognize that each of you brings a unique perspective, and it is these diverse viewpoints that enrich our understanding of finance.

Our approach is a shame-free one. We strive to create a safe, inclusive space where your vulnerabilities are seen as strengths. By understanding your unique circumstances, we’re better equipped to provide you with personalized guidance. We help translate complex financial concepts into understandable terms, providing you with the tools to make informed decisions for your life and business.

With The Freelance CFO, financial management is a partnership. We're not here just to crunch numbers; we're here to help you make sense of them. We're committed to understanding your dreams and aligning them with your financial capabilities, helping you build a prosperous and fulfilling future.

The numbers matter. But so do you, and so do your dreams. At The Freelance CFO, we're here to help you make them all count. Together, let's turn financial chaos into clarity, confusion into understanding, and dreams into reality.

Why Are We Hiring?

We’ve experienced explosive growth over the last few years, as have many of our clients and we’re hiring someone to help us level up our client experience and bring on someone that can assist our clients with year-round tax strategy. Additionally, the founder is looking for someone to take over some of her daily client-facing responsibilities as she looks to continue growing the company.

Primary Responsibilities

• Timely tax return preparation, filing, and strategy (primarily 1040, Schedule C, 1065, and 1120S returns)

• Utilize all strategies & credit options available to clients to decrease their tax liability

• Supervise closing of client books monthly

• Create and spearhead firm and client initiatives

• Assist in training team on GAAP and best practices

• Strategic tax planning with clients (primarily during tax off season)

• Facilitate zoom calls with clients

• Clear, proactive, empowering, & jargon free communication with clients

• Interface with Founder and team on educational initiatives and offerings

• Strategize future revenue goals and service offerings with Founder

• Payroll setups, sales tax, accounting clean up projects, tax notices, and other miscellaneous items during off season

• Maintain one consolidated location for client data with team

• Providing input, expertise, and ideation to social media, blog content, and podcast content (within comfort zone/wheelhouse) for our social media manager to utilize

Your Qualifications

• CPA or EA required (or expected completion of 2023)

• 3-5 years of tax preparation and filing experience (primarily 1040, Schedule C, 1120-S, 1065)

• COVID 19 vaccination and boosters (if eligible) are required for all employees

• Experience with Drake, Xero, and QB required

• Experience with Slack, Asana, Voxer, Hubdoc, and Gusto preferred

• Solution-oriented when presented with roadblocks

• Highly motivated individual that thrives in an autonomous work environment

• Excellent interpersonal communication skills

• Experience working with small business owners (under 2 million/year in revenue)

About You

You’re passionate about taxes and want to dive headfirst into saving our clients money, strategizing about ALL of the things and helping them reach their own unique financial goals. You may have been in the corporate grind and found that it’s not for you. You crave variety in your job, and don’t want to be solely doing tax returns day after day, year after year, and thrive in an environment where you can utilize your full skillset. You’re craving a supportive company that gives a sh*t about you, your well being, and your goals. You’re tired of having to log billable hours and don’t want to explain yourself when you take a midday chiropractor appointment or work in the evening because you went for a hike that morning. Words you use to describe yourself may be: motivated, trustworthy, calm, compassionate, reliable, ethical, empowering, no-nonsense, and authentic. If all of this sounds like you and you’re looking for somewhere you can make an impact in the lives of hundreds of business owners, then you may have just found the perfect fit! To be considered, tell us what your thoughts are on Dave Ramsey in your email or cover letter.

Why Work With Us?

• Remote work, with the exception of 2-3 in-person required events per year (company paid retreat/team building & networking events)

• 3 weeks of PTO & unlimited sick time

• Simple IRA with company match (3% company match)

• Health insurance

• Company paid performance coaching sessions - Twice monthly

• Cell phone & continuing education reimbursements (up to $2,000/year)

• Flex work hours/schedule

• Monday - Thursday work week with Fridays during busy season

• 32 hour week maximums outside of tax season (within tax season, we strive for no more than 45 hours per week)

**COVID 19 vaccination and boosters (if eligible) are required for all employees prior to any in person events.