Firm Strategist

Our client is a premier boutique Tax & Accounting firm with over $11.7M revenue based in Colorado Springs looking to add a talented and skilled Firm Strategist to their team - Open to Hybrid or Fully Remote. Applicants Must Have • Proven experience in strategic leadership and business operations, ideally within a CPA firm or professional services environment. • Strong financial acumen, including budgeting, forecasting, pricing structures, and business development strategy. • Demonstrated ability to lead cross-functional initiatives, improve workflows, and drive organizational efficiency. • Excellent communication, relationship-building, and leadership skills, with the ability to impact all levels of the firm. • Proficiency with practice management and business systems typical to the accounting industry. • High level of confidentiality, adaptability, and problem-solving skills when working closely with leadership. Preferred Qualifications • Experience with talent development and recruitment processes, including succession planning and culture building. • Familiarity with marketing and brand strategy, ensuring consistency across digital and client-facing platforms. • Knowledge of risk management, compliance, and legal coordination in a professional services (preferably CPA) firm. We encourage those with tax return preparation experience who are looking for a new path or a “professional left turn” to consider this Firm Strategist role. Compensation: $120,000 to $140,000 depending on experience. Apply tot his job Apply To this Job