Full-Time Position
CPA Tax Advisor
Strategic Income Group, we believe that true financial planning doesn’t stop with investments—it includes stewarding every part of a client’s financial picture, including tax strategy and preparation. We are seeking a high-character, highly skilled CPA or tax advisor to join our growing team.
This person will help ensure our clients are not only compliant but empowered through proactive tax planning, strategic preparation, and ongoing values-aligned financial counsel. This is more than just a technical role—it's an opportunity to be a part of a mission-driven team that sees tax work as a platform to serve clients holistically.
This person will help ensure our clients are not only compliant but empowered through proactive tax planning, strategic preparation, and ongoing values-aligned financial counsel. This is more than just a technical role—it's an opportunity to be a part of a mission-driven team that sees tax work as a platform to serve clients holistically.
Career ApplicationContact SIG Direct
Who We’re Looking For:
We’re looking for someone who embodies our mission and values, and who is passionate about doing excellent work that makes a difference.
- You want to use your tax and accounting knowledge to help others live wisely and give generously
- You value excellence, integrity, and clear communication
- You enjoy working on a team where spiritual values and professional standards work hand-in-hand
- You thrive in a collaborative environment that encourages growth and innovation
Key Responsibilities:
- Tax Preparation for individuals, families, and small businesses
- Tax Planning to align with client goals, charitable giving, and impact strategies
- Coordination with planners and clients on integrated financial plans
- Reviewing entity structures and optimizing for tax efficiency
- Basic business accounting and QuickBooks experience a plus
- Assist clients with estimated taxes, projections, and IRS correspondence as needed
- Document processes and help improve internal systems for long-term scalability
Qualifications:
- CPA/ EA license required
- Minimum 3–5 years of experience in tax preparation and/or tax advisory services
- Strong understanding of charitable giving strategies, small business tax law, and individual tax planning
- High integrity, team-oriented, and aligned with the values and mission of SIG
- Experience with UltraTax, QuickBooks, and other tax/accounting software preferred
Location & Work Structure:
- Position available in either Chandler or Peoria office
- Some work-from-home flexibility available
- Full-time, salaried position with potential for performance-based bonus
What We Offer:
- A values-driven culture rooted in biblical stewardship
- Opportunities for personal and professional growth
- Flexible work arrangements
- Health insurance, 401(k) with match, and life insurance
- A chance to impact lives through your work, not just file returns
Apply Now
If you’re ready to be part of something more—and you’re passionate about helping people steward their resources with wisdom and impact—we’d love to meet you.
