Senior Manager, CPA
Provisioncpa
About this role
A Senior Manager (CPA) at a small-medium sized accounting firm focuses on client relationships, business consulting, and tax strategy. The role involves transitioning client relationships, providing strategic advice, and growing the firm's client base.
Skills
Qualifications
About Provisioncpa
provisionwealth.comProvision Wealth is a boutique wealth management and financial planning firm that helps individuals, families, and business owners build, preserve, and transfer wealth. They provide investment management, retirement and tax planning, estate and legacy strategies, and risk-management solutions through personalized, goal-based plans delivered under a fiduciary standard. Provision Wealth combines experienced advisors with modern portfolio tools and transparent fee structures to align clients’ finances with long-term objectives.
About Provisioncpa
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Provisioncpa.
Similar Jobs
Steuerberater (m/w) mit der Perspektive Partnerschaft
otti
Bilanzbuchhalter*in Steuerberatung (m/w/d) - eigenverantwortlich & mandantennah
otti
Senior Tax Manager
Byrne Zizzi CPA, PLLC
Tax & Accounting Manager
Elevate Surgical
International Tax Manager - Bilingual Japanese
KB Search Team, LLC
Tax Manager
theadkinsgroup