Certified Public Accountant (CPA) - Tax & Business Advisory

Herbert Financial Group is seeking a Certified Public Accountant (CPA) to join our growing team. This position is ideal for a professional who wants to work in a dynamic environment serving small to large business owners, providing high-level tax preparation, tax strategy, and financial guidance.

The CPA will play a key role in helping clients optimize their financial structure, remain compliant, and make informed decisions that support long-term growth. This role offers the opportunity to work with a diverse client portfolio across multiple industries while collaborating with a team focused on efficiency, organization, and high performance.

Responsibilities include:

• Prepare and review individual and business tax returns
• Provide proactive tax planning and strategy for business clients
• Ensure compliance with federal and state tax regulations
• Analyze financial information to identify opportunities for optimization
• Collaborate with accounting and advisory teams to improve client outcomes
• Maintain accurate documentation and follow internal workflow processes
• Communicate professionally with clients to clarify financial information
• Support process improvement initiatives to increase efficiency and productivity

We are looking for a CPA who values professionalism, attention to detail, and continuous improvement, and who is motivated to contribute to a structured and growth-oriented organization.

Herbert Financial Group is a growing financial services and tax advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. We provide tax, accounting, financial planning, and insurance solutions with a commitment to integrity, professionalism, and exceptional client service. Our team-oriented culture values expertise, continuous learning, and long-term career growth.