Top 35502 Cost optimization Jobs

Certified Public Accountant (CPA) — Tax Strategy & Client Development
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- Hybrid work
- CPA
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- AD&D insurance
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Design Engineering Manager
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Principal Electrical Engineer, NA
Vantage Data Centers Canada Management, LP —Denver, CO
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Great Lakes Orthopaedic Center —Petoskey, MI
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Tooling Reliability Engineer
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Nationwide Commercial HVAC Service Technician
AIR Control Concepts —Salt Lake City, UT
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11d
Pharmacist
PharMerica —Roanoke, VA
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Poclain Hydraulics Inc —Sturtevant, WI
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- 7 years
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6d
Quality and Supply Chain Manager
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5d
Manufacturing Engineer
PTA Plastics —Longmont, CO
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Mechanical Engineer – Machine Tool Sales Engineer
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Certified Public Accountant (CPA) — Tax Strategy & Client Development

Lindsey Financial
Redlands, CA

Quick Apply

Job Details

Full-time
From $125,000 a year

Benefits

Continuing education credits
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Paid sick time

Qualifications

Financial planning
Accounting systems
Wealth management
Financial sales
CPA
Public accounting
Cross-selling
Business development
Bachelor's degree
Tax preparation software
Technical Proficiency

Full Job Description

About Lindsey Financial Group

Lindsey Financial Group is a trusted financial services firm based in Redlands, California, dedicated to helping clients build and preserve wealth through comprehensive tax planning, accounting, and financial advisory services. We pride ourselves on delivering personalized strategies that go beyond standard compliance — we help our clients keep more of what they earn through proactive, forward-thinking tax solutions. As we continue to grow, we are looking for a talented CPA who combines deep tax expertise with a client-focused, entrepreneurial mindset to join our team.

Job Summary

We are seeking a Certified Public Accountant (CPA) with strong experience in complex tax preparation and strategic tax planning to join our team in a hybrid capacity. The ideal candidate is not only technically proficient but also has a proven ability to develop and maintain client relationships, identify new business opportunities, and contribute to firm growth. This is an excellent opportunity for a CPA who wants to go beyond number-crunching and play a direct role in expanding a growing practice.

Responsibilities

Prepare and file individual, corporate, partnership, and trust tax returns involving complex strategies (e.g., multi-entity structuring, retirement planning optimization, real estate tax strategies, estate and gift tax planning)
Develop and execute proactive year-round tax planning strategies to minimize client liabilities
Research and apply current tax law changes, IRS rulings, and regulations to client situations
Review financial statements, general ledger entries, and supporting documentation for accuracy and compliance
Identify opportunities for clients to leverage tax credits, deductions, and deferral strategies
Serve as a primary point of contact for clients, building and maintaining strong advisory relationships
Actively develop new business by networking, generating referrals, and participating in client-facing events and community outreach
Cross-sell financial planning, advisory, and accounting services to existing and prospective clients
Collaborate with the financial planning team to deliver integrated tax and wealth management solutions
Mentor and support junior accounting staff as the team grows
Stay current on federal and state tax legislation, industry trends, and best practices

Qualifications

Required:

Active CPA license in the state of California
Bachelor's degree in Accounting, Finance, or related field
Minimum 3 years of experience in public accounting or tax preparation
Demonstrated experience preparing complex individual and business tax returns
Strong knowledge of federal and California state tax codes
Proficiency with tax preparation software (e.g., UltraTax)
Proficiency with accounting software (e.g., QuickBooks)
Excellent verbal and written communication skills
Ability to explain complex tax concepts to clients in a clear, accessible way

Preferred:

5+ years of experience in tax planning and preparation
Proven track record in business development, client acquisition, or sales within a professional services environment
Experience with high-net-worth individuals, real estate investors, or small business owners
Master's degree in Accounting, Taxation, or an MBA
Experience with advanced tax strategies including 1031 exchanges, cost segregation, Roth conversion planning, and entity structuring
Familiarity with CRM software and client relationship management
Existing professional network or book of business is a plus

Benefits

As a team member at Lindsey Financial Group, you will enjoy:

Competitive compensation starting at $100,000+ per year, commensurate with experience
Performance bonuses and commission tied to new client acquisition and revenue growth
401(k) retirement plan with company match
Health, dental, and vision insurance
Paid time off including vacation, sick leave, and holidays
Hybrid work schedule with flexibility to work from home part of the week
Professional development support including CPE reimbursement and continuing education
Career growth within a firm that values initiative and rewards results
Collaborative, client-first culture where your contributions directly impact the firm's success

Schedule

Monday - 8:30-6:00 (Remote)
Tues-Thursday - 8:30-6:00 (In-Office)
Friday - 8:30-2:30 (In-Office)
Extended hours during tax season (January–April) may be required

Experience

Public accounting / tax preparation: 3+ years (Required)
Business development or sales: 1+ year (Preferred)

Education

Bachelor's degree in Accounting, Finance, or related field (Required)

License/Certification

CPA License — State of California (Required)

Ability to Commute/Relocate

Redlands, CA 92373: Reliably commute or planning to relocate before starting work (Required)

Work Location

Hybrid in Redlands, CA 92373

Pay: From $125,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Continuing education credits
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid sick time
Paid time off
Work from home

Application Question(s):

Do you have experience preparing complex tax returns involving multi-entity structures, real estate, or high-net-worth clients?
Do you have experience in business development, sales, or client acquisition in a professional services setting?

Experience:

Public accounting: 3 years (Required)

License/Certification:

CPA License (Required)

Work Location: Hybrid remote in Redlands, CA 92374

Quick Apply

Refine Your Search

cost optimization jobs

Certified Public Accountant (CPA) — Tax Strategy & Client Development

Director of Pharmacy Services

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Clinical Informatics Pharmacist

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Design Engineering Manager

Principal Electrical Engineer, NA

Clinical Supervisor

Tooling Reliability Engineer

Nationwide Commercial HVAC Service Technician

Pharmacist

Maintenance & Reliability Manager

UPW Engineer

Quality and Supply Chain Manager

Weekend Shift CNC Machinist (Fri. - Sun. 5am - 530pm)

Manufacturing Engineer

Mechanical Engineer – Machine Tool Sales Engineer

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