Position Overview
DrillDown Solution LLC is a growing, technology-driven, dental-focused CPA firm serving business clients across the United States. We’re looking for a Tax Manager / Business Advisor who wants to move beyond the traditional large-firm environment into a role with more autonomy, direct client impact, and a genuinely relaxed office culture. If you’re coming from a larger firm and are ready for fewer layers, more meaningful client relationships, and the ability to truly advise (not just review), this role offers that opportunity.
What You’ll Do
- Review and oversee preparation of federal and state tax returns for dental practices and small businesses and related entities nationwide
- Provide proactive, practical tax planning strategies—not just compliance.
- Meet directly with clients to review financials, KPIs, and overall business performance
- Act as a trusted advisor, helping clients make smarter tax and business decisions
- Communicate clearly with both clients and team members—no unnecessary complexity
- Train, mentor, and develop staff accountants to improve technical skills, efficiency, and confidence
- Review team members’ work and provide constructive, timely feedback
- Help build internal processes and best practices to elevate overall team performance
- Stay current on tax law and multi-state considerations without the pressure-cooker environment
- Use modern technology and tools to streamline work and improve the client experience
- Identify opportunities to grow client relationships in a natural, relationship-driven way
What Makes This Role Different
- Relaxed, low-politics office environment—focused on doing great work without burnout
- Direct access to clients and decision-making (not buried under layers of review)
- A meaningful mix of tax, advisory, and consulting work
- Opportunity to shape and develop team members—not just manage workflow
- National client base with a strong niche in dental practices
- Flexibility and trust in how you manage your workload
Qualifications
- CPA license required
- 5+ years of public accounting experience (tax focus)
- Experience reviewing returns and managing engagements
- Demonstrated ability or interest in training and developing team members
- Comfortable discussing financials and strategy directly with clients
- Strong communication skills—able to simplify complex topics
- Tech-savvy and open to improving processes
- Multi-state tax experience preferred
- Dental or healthcare experience is a plus, but not required
Compensation & Incentives
- Base salary: $90,000 – $150,000 (depending on experience)
- Performance-based bonuses
- Incentives for bringing in new clients and expanding relationships
- Clear opportunity for growth into higher-level advisory and leadership roles
Work Environment
- Full-time, in-office role in American Fork, Utah
- Casual, collaborative, and supportive team culture
- Focus on results and client impact
Why DrillDown Solution LLC?
This is a place where you can step out of the “big firm machine” and do work that actually matters—while also helping develop the next generation of accountants. You’ll have the chance to build real relationships, provide meaningful advice, and enjoy a more sustainable pace.
Pay: $90,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: In person
